Mr. Rose

If you are thinking about a CHIP Reverse Mortgage but are not sure if it is right for you just pick up the phone and speak to one of the Mortgage Specialists. Our specialist is Rachele Dunn and she has been fantastic through the entire process. We felt from the get go that Rachele really understood our situation and was more than able to explain everything fully.
Everyones's situation is different and we found that our concerns were answered and the explanations were backed up with an illustration that we were able to review and digest at our own pace. No pressure sales, just information that you can use to decide what is best for you. Its a big step and we found the process to be clear and our Mortgage Specialist to be extremely helpful, but we were never pressured, in fact you are required to obtain independent legal advice as part of the process.

I consider myself very fortunate to have Ian Boden as my Abbey Wealth advisor, it has been a relationship that has developed beyond my expectations since we first started working together over two years ago. My experience has been that with Ian I have a seasoned professional who has consistently provided the highest level of support. Ian has structured my financial strategy based on my specific investment needs, this has resulted in my clear understanding of options in terms of risk and performance that makes me comfortable with my overall position even in these turbulent times. As I write this review I struggle with putting into words the way that Ian has been both technically excellent and has perfectly tailored his services to my needs. When speaking with Ian you soon gain a clear understanding that he values good working relationships as the firm foundation of his approach to client support, on reflection it is from this position that our relationship has developed to being one of mutual respect and trust. My experience is that trust is something that must be earned and is critical to a successful relationship of this kind, my working life has been spent predominantly in the emergency services and when determining trust a question I would often ask is "would you dangle from a rope being held by this person?" it is a question that strips away the superfluous and demands a truthful answer based upon evidence and instinct.
In my experience Ian easily passes this test, when I read reviews such as this I hope to find something that informs my initial decisions and direction, I hope that my review will assist you in a similar manner.

I have spoken to Iain McKay from the very beginning of my involvement in Abbey Financial Solutions and I have found both Iain's and the companies performance to date to be of the highest standard which has given me a feeling that my financial matters are of real importance and that our relationship is one where my interests are at the heart of what Abbey is more than able to provide. One of the things that really stands out is the time and effort that Abbey takes to explain everything so that I am aware of all of the facts and options before making a decision - in my opinion that makes the whole thing work really well.