Well Financial LimitedReviews 

Me and my wife feel very lucky to have had Josh help us all throughout our mortgage process.

At the beginning, Dan welcomed us with a meeting, answered our first questions and made us feel confident in choosing well financial to guide us.

We then partnered up with Josh who has been exceptionally helpful, very easy to reach and quick to answer any questions we’ve had.
He’s provided great advice, and has also been very patient with us and our situation as we’ve navigated our way around achieving what we set out for.

We highly recommend Josh, and Well Financial.
What can be a lengthy process and sometimes stressful, he’s made the experience feel calm and straightforward.
Me and my wife are first time buyers so we had lots of questions, and we feel very happy with the time and effort Josh has put into helping us along the way.
A professional, friendly, top man!

Thank you!

Massive thanks to klizia for her help, as a first time buyer I had no I dea what I was doing but she made the whole process easy , she always explained everything well and and made the whole process very smooth despite the fact that our home is in scotland which has a different buying process .

Great company and team, saved us a lot of money !

Josh has been absolutely exceptional throughout our remortgaging process. From the very first conversation, he took the time to understand our situation properly.
He was always quick to respond, incredibly knowledgeable, and genuinely committed to finding the best possible outcome for us. Nothing ever felt rushed or confusing, Josh made sure to talked us through the pros and cons of all options. His professionalism and friendly approach made a huge difference.
We are genuinely grateful for all his help and couldn’t recommend him more highly. If you’re looking for someone who truly goes above and beyond, Josh is the person you want supporting you.

Jake was brilliant handling our remortgage. He worked with us on the best way to refinance and was very responsive to any requests. The whole process from discussing requirements, uploading documents, arranging a surveyor and handling the offer was pain free...definitely recommend his services.

Was recommended by a friend. Very responsive and supportive throughout. Really glad to have had Jake's support throughout my first mortgage experience.

Good feeling of trust and easy to work with.

Our experience with Jake was exceptional. He supported us throughout the entire process of securing our dream home and consistently ensured we understood each step. As first‑time buyers, we valued his thorough explanations and the essential information he provided. His guidance made the experience smooth and stress‑free.

I had a pleasant experience working with my financial advisor Dan Dawes during my remortgage process. He took his time to find me the best possible rates, and in the end he explained that the best rates were with my existing lender, which showed his honesty and focus for me and he went through all of their products and rates making it clear for me to make a decision on the best rate to go for.

What was really super helpful and stood out for me was that I mentioned to Dan that I was thinking about buying a bigger property in future as my family had grown, and he took his time to go through some different options and even did some calculations to see my affordability. I was impressed with the extra time he spent with me to go through this all, which clearly showed me how he values his clients and his true passion for his services.

I really appreciate his professionalism, knowledge & approach and I would absolutely recommend Dan at Well Financial’s Services!

Miss Klizia from Well Financial is a lifesaver for us!

We finally purchased our first home after years of struggling to get a mortgage.

We were skeptical at the beginning due to a long list of documents requested by the bank, but with her, we managed to get approved.

Honestly, if we hadn’t met her, I don’t think we could have gotten our first house, as no mortgage advisor could help me, as a self-employed person, to get the mortgage amount I was hoping for.

In less than a month, we completed!

Can’t recommend her enough!

I was lucky to know Miss Klizia from Well Financial. I think it was destiny to meet her, as my husband and I had been trying for almost five years to get a mortgage, but due to our circumstances, we could not until now.

She’s the best person we have ever met, and our journey as first-time buyers has run smoothly, clearly, and free of stress with her. She is an honest, experienced, genuine, and trusted person—the right choice for us.

After our completion, which took less than a month from our mortgage approval, we shared our happiness with her, and she was really happy for us too!

We can’t wait to start a new challenging journey for our buy-to-let project!

Jake at Well Financial was a huge help with my remortgage. He made the whole process feel much more manageable by explaining everything in a clear and simple way, without any pressure.

What stood out most was how honest and straightforward his advice was. He took the time to go through all the options with me and made sure I fully understood everything before making any decisions.

Overall, a really positive experience and I’d happily recommend Jake to anyone needing mortgage support. I’ll definitely be looking to work with him again in the future.

We’ve worked with Jake twice now — first to secure our mortgage for our home, and again two years later when it came time to remortgage. He is incredibly professional, highly knowledgeable, and absolutely not your standard broker. Jake went above and beyond to ensure our mortgage was completed before rates increased, and we genuinely felt supported every step of the way.
His communication is excellent, he’s proactive, and he always takes the time to explain everything clearly. We couldn’t recommend him highly enough and have already recommended him to many friends, all of whom have had great experiences as well.
If you’re looking for a mortgage advisor who truly cares and delivers outstanding service, Jake is the person you want.

Jake has been fantastic throughout our mortgage process. He explained everything clearly, moved quickly to secure our AIP, and helped us navigate a fairly complex situation involving selling our current home while buying a new build. He’s extremely responsive, knowledgeable, and proactive in flagging potential risks before they become problems. Highly recommend working with him.

Working with Jake was a great experience. From the very beginning he was clear in his communication, professional at all times and incredibly easy to deal with. He explained everything in a way that made sense, kept me updated throughout and made what could have been a stressful process feel straightforward. I always felt confident that he was acting in my best interests and doing everything he could to secure the right deal for me.

Thank you for all your hard work and support Jake. See you again in a few years!!! ⭐️

My experience with Dan and Well Financial has been excellent. Dan is professional, knowledgeable and genuinely wanted to help me achieve the best possible outcome on my finances. Specifically my mortgage.

As a rookie to this particular type of transaction Dan took the time to explain things in depth making some of the complexities easier to understand.

I would recommend Dan and Well Financial to any of my friends and family seeking financial advice.

We were recommended by a friend to use Well Financial for their mortgage services. Jake was our mortgage adviser and he was extremely helpful. He answered all our questions promptly and kept us informed every step of the way. Would highly recommend Jake and Well Financial!

Ive known Dan a long time! Always helps and does a top job!

Dan was absolutely amazing, I am a first time buyer so naturally had a lot of questions and uncertainty and Dan guided us through the process from start to finish and got us a mortgage offer so quickly! Highly recommend.

Jake’s advice from the start through to completion was invaluable. The service, apps and recommendations were all excellent. It made the house buying process surprisingly easy!