Balanced Financial Services Reviews 59

Andrea has been our mortgage broker since buying our home 5 years ago. We have now just re-mortgaged and received a great rate, thanks to Andrea being so on the ball!

Andrea makes the whole process straightforward and stress-free, always keeping us updated and making sure everything is handled quickly and efficiently. She is incredibly helpful, responsive, and genuinely cares about getting the best outcome for her clients.

Highly recommend Andrea to anyone looking for a professional and trustworthy mortgage broker.

Charlie was the most understanding and helpful broker I could have imagined - she came highly recommended from friends and family and supported me through an incredibly difficult first time buy. I cannot recommend her enough.

Charlie was absolutely fantastic from start to finish of my mortgage process. Her professionalism, knowledge, and patience truly set her apart. Everything was explained clearly, each step was carefully guided, and I always felt fully informed and supported.

Buying property can be stressful, but Charlie made the entire experience much smoother and far less overwhelming. She was always available, quick to respond to any questions, and genuinely committed to finding the best solution tailored to my needs and budget.

I also really appreciated her personal approach — she doesn’t just “do the job,” she truly cares about his clients. Thanks to Charlie, everything moved forward efficiently and with minimal stress.

I wouldn’t hesitate to recommend Charlie to anyone looking for a reliable, trustworthy, and highly professional mortgage advisor. Thank you, Charlie, for all your hard work and support!

We used Andrea Worledge as our mortgage broker 5 years ago when we purchased our first home. She was fantastic then and is still fantastic now! We used her recently to remortgage and had a great experience again. Andrea ensured we understood everything and otherwise explained everything fully. We honestly would have been lost without her, she has helped us so much. Highly recommend, she is brilliant!!

Excellent service!

We used Andrea Worledge for our mortgage again, and as always the service was second to none! Not only were we treated preofessionally and efficiently, she managed to get us a much better rate than we were expecting.

We would wholeheartedly recommend Andrea and BFS to anyone needing mortgage advice.

Andrea is honest, open and always available. No question was too much, and I had a lot. She always had mine and my families best interest and helped me understand all options every step of the way. Absolutely outstanding person and she made the experience as stress free as possible!! Thank you Andrea

The experience I've had with Paul has been nothing short of exceptional. I'd bet money that you can't find someone better. 

I've had experiences with other brokers, including one who is reputable for his knowledge, and none of them come close. Paul is not only very experienced and knowledgeable, he also cares and takes a lot of pride in his service. There are many decent brokers out there but they would rarely go the extra mile that Paul did.

I was let down by brokers I had approached prior to Paul due to reasons such as negligence, poor professional behaviour and an unacceptably slow service. The time wasted was valuable because I wanted to purchase a house that my mother was going to lose through repossession and as the deadline crept closer, the situation became increasingly stressful.

I can't remember how I stumbled across Balanced Financial Services, but I'm glad I did, because I wouldn't have been able to buy mum's house otherwise.  I first came into contact with director and founder Charlie, who was really approachable and lovely to talk to - she put me in touch with Paul. The speed with which Paul worked to help me was incredible. Given the reviews and my own experience, I can imagine how full his hands are with other clients, but he somehow found the time to chase up the relevant people, communicate on my behalf and keep me updated. 

The mortgage offer arrived in time and the stress of the situation was gone! Paul isn't just an exceptional broker, he's also a really good man.

Recommending him and his company 1000 times.

I cannot recommend Andrea Worledge enough. I have used her on several occasions now and wouldn’t go anywhere else. She goes above and beyond every time to get you the best possible outcome. A massive thank you once again.

Andrea at BFS was fantastic, taking away my worries and stress when I needed to re mortgage, very thorough and efficient service. Nothing was too much to ask and Andrea was always available for any questions or concerns. I would highly recommend Andrea and I can’t thank her enough for her warmth and professional manner, helping me every step of the way. I will definitely be returning.

A friend recommended Andrea to me and I can see why. She has been an absolute godsend. I was a first-time buyer, doing it on my own and was clueless. She was really patient with me and explained everything whenever I was unsure and she never made me feel stupid. I felt like I could trust her 100% and she always had my best interests at heart. I will definitely be recommending her in future.

Charlie at BFS gave us a very professional, honest and thoroughly proactive approach to the whole mortgage process throughout.

From an initial overview to the formal offer her attention to detail and prompt feedback, queries to any answers we may have had was excellent.

Definitely happy to recommend.

L W

Superb service, very efficient and professional which comes with years of experience in such a complex environment. Hugh thanks to BFS and Charlie in what could have been a complicated case, once my situation was explained in full I am now in receipt of a full mortgage offer in less than 10 working days. Can't recommend Charlie and her team enough.

I would like to say a massive thank you for Andrea Worledge, She has looked after me throughout my whole buying process. This is my second time using Balanced Financial and there isn't anyone I'd ever use again.

Thank you so much Andrea for everything you do, if I could buy and sell houses forever I'd use you!

My partner and I had an excellent experience with our mortgage broker, Charlie Baker. She was always available to answer any questions and explained everything clearly, helping us understand the recommended product. We never felt rushed and appreciated the time we were given to carefully consider our options, which made us feel confident in our decisions.

Charlie’s communication was exceptional throughout, and she went above and beyond to ensure the process was as smooth as possible. What could have been a complex and stressful experience was made much easier with her support.

We highly recommend Balanced Financial Services for anyone seeking a well-handled, supportive, and transparent mortgage process.

I have used Balanced a number of times now and have been impressed with the professionalism and dedication of the team. Charlie in particular has been excellent in finding the best deal and explaining each step in a clear and concise manner. I use Balanced as I trust them which is a huge part of my decision making when looking for any service. I would have no hesitation in recommending Balanced and have already done so numerous times.

What a fabulous company, I have already recommended Charlie to five people. Having had a serious head injury I struggle with my memory and holding a large amount of facts in my head but Charlie helped simplify the process helping me to feel confident with all my chioces. Being a Buy To Let landlord of some 27 years I have dealt with many brokers and I can confidently say that Charlie is up there with the best and I will continue to use her for the rest of my portfolio as she has found me some great deals which coupled with a wonderful personal service minimises my financial concerns at a time when being a landlord is not an easy occupation.

I cannot recommend Charlie Baker at Balanced Financial Services Ltd highly enough. Having worked with her multiple times now, for different products, I can confidently say that she is the gold standard in the industry. Charlie has an incredible knack for breaking down complex financial concepts into clear, understandable terms, which has been invaluable to me. Her patience and willingness to explain every detail thoroughly make me feel completely at ease, no matter how many questions I have.

What truly sets Charlie apart is her genuine commitment to my family's financial well-being. She takes the time to understand our needs and goals, tailoring her advice to fit our specific situation. I never feel rushed or pressured, which has built an immense level of trust between us.

Charlie’s professionalism and dedication are unparalleled, and I am confident that I am in the best hands possible. I will continue to return to Balanced Financial Services Ltd and I highly recommend her to anyone looking for a trustworthy, knowledgeable, and truly exceptional broker.

My experience with Charlie and Paul was amazing - they supported me every step of my property journey which lasted nearly three years in total. Both friendly, knowledgeable and consumat professionals. They went the extra mile and out of their way to offer me support and guidance throughout the homebuying process. I wouldn't go with anyone else. Top draw 10/10

Earlier this year we worked with Balanced for our for our first mortgage. Both Charlie and Andrea, who was the one that brought our deal to a close, were exceptional. Andrea guided us every step of the way, provided expert advice and support, gave us time to digest complex options and most importantly made us feel like this wasn't the biggest decision we will make. All of this made it just so easy to work with Andrea. We got a great deal in the end and will surely work with Andrea again. Cannot recommend enough.

Charlie and Paul have been fantastic. As a single first time buyer, I don't know if i could not of done this without them.
Available, supportive and approachable throughout the whole journey, I cannot recommend enough - in fact I have sent friends and family their way already.

Looking forward to a continuing to work with BFS in future.