Expert guidance for a secure financial future
At More than Mortgages, we are dedicated to providing you with unbiased and independent advice on all your financial needs. Our advisers, John and Jean Dawson, have over 55 years of experience in the financial services industry and offer a personalised, caring approach with no time limits. We have access to financial products from the widest possible range of leading investment management and insurance companies, allowing us to recommend particular investments purely on the basis that they best suit the needs of our clients.
Financial Services
As Independent Financial Advisers, we offer advice in relation to a wide range of financial products and services including protection, retirement, investments, savings, and mortgages. We have a particular interest in Equity Release and Critical Illness Cover.
Equity Release is a lifetime mortgage, which enables clients in or nearing retirement to release funds from their property to meet ever-increasing financial demands. This can provide them with the freedom to enjoy their retirement and maintain their standard of living. We are here to help clients understand the features and risks associated with Equity Release and to provide them with a personalised illustration.
Critical Illness Cover is an essential insurance policy that provides financial support to individuals who are diagnosed with a serious illness. At More than Mortgages, we understand the importance of having this protection, especially for breadwinners. Our advisers, John and Jean, have personal experience with critical illness, and they are passionate about helping clients secure this coverage before it's too late.
Personal Approach
We believe in building long-lasting relationships with our clients, and most of our business comes from existing clients returning and referring our services to their friends and acquaintances. We offer a warm and friendly welcome and a cup of tea to all of our clients, and most of our client meetings are held at our office in Milnathort. However, we understand that not everyone can make it to our office, so we are more than happy to visit clients at their own home or place of work.
Address
More Than Mortgages
35 New Road
Milnathort
KY13 9XT
FCA No 572521
Contact
01577 863577
john@morethanmortgages.co.uk
jean@morethanmortgages.co.uk
danielle@morethanmortgages.co.uk
At More than Mortgages, we are committed to providing our clients with the most suitable advice and financial products to meet their needs. We understand that financial planning can be complicated, but we are here to help simplify the process and provide our clients with the peace of mind they deserve. Contact us today to arrange an appointment and experience the More than Mortgages difference.
Overview of Reviews
The reviews are overwhelmingly positive, with all reviewers giving 5-star ratings. The common thread throughout the reviews is the exceptional service provided by the team at More Than Mortgages, particularly Danielle, John, and Jean.
Positives
- The team's expertise, professionalism, and friendly demeanor were consistently praised.
- Reviewers appreciated the personalized service, feeling at ease and supported throughout the mortgage process.
- The team's ability to explain complex financial information in a clear and concise manner was highly valued.
- Respondents were impressed with the efficiency and speed of the mortgage application process.
- Many reviewers praised the team's patience, empathy, and understanding, particularly for first-time buyers and those with complex financial situations.
Staff Praise
- Danielle was consistently mentioned as providing excellent service, being knowledgeable, and making the mortgage process easy to understand.
- John was praised for his stellar performance, empathy, and efficiency.
- Jean was commended for her professionalism and responsiveness.
Key Strengths
- Expert knowledge and guidance
- Personalized and tailored service
- Efficient and speedy mortgage application process
- Friendly and approachable team members
- Ability to explain complex financial information clearly
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