Cotswold Financial Solutions Ltd Reviews 11

TrustScore 4.5 out of 5

4.4

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Company details

  1. Financial Planner
  2. Insurance broker
  3. Investment service
  4. Mortgage broker

Written by the company

We are an established company based in the Cotswolds offering valued and trusted face-to-face and virtual financial planning and mortgage advice to individuals, families and businesses to help you achieve your life goals. Wherever you are in your life, we’ll work with you to plan, grow and protect your financial future. In a changing world, clear financial advice gives greater confidence and certainty. We think the best way to keep your finances on track is to have an individual, ongoing relationship with a trusted adviser. You’ll meet with your adviser to identify your goals and create a plan that will help you stay on track and achieve them over the long term.


Contact info

4.4

Excellent

TrustScore 4.5 out of 5

11 reviews

5-star
4-star
3-star
2-star
1-star

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Rated 5 out of 5 stars

Exceptional quality service

This company was recommended to us by a friend, we made a call to them and was invited to there head office for a General chat and to discuss our needs to apply for a mortgage. From that very day we received exceptional service, they told us we was eligible for a mortgage and we can start looking at properties. We found a property we like. Informed cotswold Financial, and they did everything that was required, couldn't ask for better.
To this day we still have a good relationship with the company. In the last year we was struck by a misfortune and needed sum help and support. Notify the company and without hesitation they step in and solve the problem, communications from all parties involved was exceptional. Thanks you all so much.

1 February 2024
Unprompted review
Rated 5 out of 5 stars

Brilliant service. Professional, knowledgeable and very friendly.

Finding the right mortgage, particularly in these uncertain times, is one of the most stressful and potentially confusing things to deal with. From our first call with Julie, we found a human being who actually took the time to get to know us and our situation, and who gave us a number of brilliant options based on what would genuinely be best for us as a family. She took the time to explain the pros and cons of every scenario and followed up regularly to check in with us once we’d made our choice. We couldn’t recommend her more highly for both the best advice and most excellent customer care - she is a one in a million!

19 October 2023
Unprompted review
Cotswold Financial Solutions Ltd logo

Reply from Cotswold Financial Solutions Ltd

Ladies, it was an absolute pleasure to be able to help you get your dream home, eventually. You know where I am should you require any further help. All the best, Jules

Rated 5 out of 5 stars

Honestly the best assistance and advice…

Honestly the best assistance and advice from a true professional I have ever had. Avron and his team was fantastic throughout our process. Will be recommending their service to all friends and family!

6 March 2023
Unprompted review
Cotswold Financial Solutions Ltd logo

Reply from Cotswold Financial Solutions Ltd

Thank you so much for your feedback, it has been our pleasure to assist with your mortgage arrangements

Rated 5 out of 5 stars

Excellent service.

The team were super useful in dealing with all of our enquiries and questions. There was great communication throughout and they were with us every step of the way, through what turned out to be a very long process of purchasing our home.

10 February 2023
Unprompted review
Cotswold Financial Solutions Ltd logo

Reply from Cotswold Financial Solutions Ltd

Thanks so much for taking the time to leave feedback and sharing your experience with us, we really appreciate it.

Rated 5 out of 5 stars

AMAZING

AMAZING! Julie and the team made what is usually a stressful process of remortgaging, paying off debt and H2B so much easier, especially whilst rates are crazy high. Julie went over and above to help us secure a good deal, provide advice and no judgement made. I'm glad Julie was recommended to us and I would 100% recommend to friends and family. Thank you Cotswold Mortgage Solutions!

1 February 2023
Unprompted review
Rated 5 out of 5 stars

Exceptional service

Exceptional service. Julie and her team went above and beyond to make sure I managed to secure my mortgage. As a single parent who was trying to remortgage after a divorce one could only imagine the stress I was under. Will definitely recommend Julie and Cotswold Mortgage Solutions to any of my family or friends that need to remortgage in the future.

20 October 2022
Unprompted review
Rated 5 out of 5 stars

Absolutely exceptional experience with…

Absolutely exceptional experience with the whole team. Never missed out on any details and halved my stress of remortgaging whilst paying off a H2B loan. Couldn't thank them enough. Would recommend to anyone going through a similar experience! Will definitely be using again when we need to.

12 August 2022
Unprompted review
Rated 5 out of 5 stars

Excellent

I recently used the services of Cotswold Mortgage Solutions and would highly recommend them. The consultant who visited was called Jacques Chery, he was very professional, polite and friendly. What I really liked was that the consultation and advice was completely free and I didnt feel pressured into using their services. However, we were so impressed my husband and I had our Life Insurance done and also completed our Wills and Lasting Power of Attorney. Thank you Jacques for your help and advice.

12 August 2022
Unprompted review
Rated 5 out of 5 stars

I wouldn't go anywhere else

The team at CMS have always gone above and beyond to help with not only my mortgage but also my life cover. 10/10 would recommend this friendly knowledgeable team, I wouldn't go anywhere else! :-)

11 August 2022
Unprompted review

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