Optimisefinance Reviews 44

TrustScore 5 out of 5

4.8

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Rated 5 out of 5 stars

Massive thank you to Will at optimise. He could not have done anything more he was always available when we had questions and his response time was absolutely amazing could not have asked for anyone b... See more

Rated 4 out of 5 stars

William dealt with my loan application, he was really helpful from start to finish, felt like I have known him years just from a few phone calls and back and forth emails 😊 A lot of paperwork invo... See more

Rated 5 out of 5 stars

Recently used Optimise Finance to get a mortgage completed, Joel Moreira dealt with our case, and he was excellent, really patient with us. Was quite a few hoops to jump through, but we do it. Excel... See more

Rated 5 out of 5 stars

If there is an award to recognise the GOAT of the finance brokerage world then Daniel Caudwell is the person you’re looking for. I was an extremely difficult case and had given up hope . Daniel recogn... See more

Company details

Written by the company

Optimise Finance is a leading Finance Broker. We offer a quick application process to allow us to source a loan from our extensive panel of lenders. We will find a loan that's right for you based on your circumstances, no matter how good or bad their credit profile. We will only perform a soft search, which will have no negative impact on your credit rating. Optimise Finance offer independent equity release advice with access to the whole market. Delivering a personal, professional, caring and transparent service. We are a proud member of the Equity Release Council.


Contact info

4.8

Excellent

TrustScore 5 out of 5

44 reviews

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Rated 5 out of 5 stars

SUPERB!

Fantastic service from start to finish! Will made the whole process effortless, great communication and the best outcome within a week.
Would highly recommend.

30 January 2026
Unprompted review
Rated 5 out of 5 stars

Massive thank you to Will at optimise

Massive thank you to Will at optimise. He could not have done anything more he was always available when we had questions and his response time was absolutely amazing could not have asked for anyone better to look after our mortgage needs. This guy is a credit to optimise finance. And we will definitely use them again in the future and 100% recommended to friends and family.

9 February 2026
Unprompted review
Rated 5 out of 5 stars

Trustpilot Review for Optimise Finance

We recently worked with Joel and Yvonne at Optimise Finance and the experience was outstanding from start to finish.

Our case wasn’t the simplest, but both Joel and Yvonne handled everything with complete professionalism, clarity, and patience. Communication was excellent throughout — every question answered quickly, every step explained clearly, and nothing ever felt like too much trouble.

They guided us through the full process, kept us updated at every stage, and genuinely made what could have been a stressful experience feel smooth and manageable. Their attention to detail and commitment to getting things right for us was obvious from day one.

We’re extremely grateful for all their help, and we wouldn’t hesitate to recommend Optimise Finance to anyone looking for a trustworthy, responsive and highly capable finance team.

Thank you again to Joel and Yvonne — brilliant service.

25 November 2025
Unprompted review
Rated 5 out of 5 stars

William Wiggins Amazing Underwriter

William Wiggins helped us with funds that no other broker or Underwriter could help with, he was kind, compassionate and non judgy on our situation. It took a longer than expected due to our situation but he kept looking for the best options available and I can’t thank him enough.

1 October 2025
Unprompted review
Rated 5 out of 5 stars

Exceptional Service

I had an excellent experience with Joel and Yvonne at Optimise Finance. Their service was quick, efficient, and highly professional, while also feeling very personal. It was clear that they genuinely care about their clients and go above and beyond to provide the best possible support. I felt reassured throughout the process knowing they were doing everything they could to help. I’d highly recommend them to anyone looking for a reliable and caring service.

19 September 2025
Unprompted review
Rated 5 out of 5 stars

Absolutely amazing service from start…

Absolutely amazing service from start to finish. We were dealing with William Wiggins and he kept us informed throughout the process, extremely helpful, knowledgable and efficient. Would 100% recommend

10 September 2025
Unprompted review
Rated 5 out of 5 stars

Excellent Service

The process couldn't have been smoother. Daniel Caudwell processed an automatic valuation saving all upfront costs and with his help the process was fast and seamless from start to finish. Highly recommended!

25 June 2025
Unprompted review
Rated 5 out of 5 stars

Will was brilliant at understanding my…

Will was brilliant at understanding my needs, very quickly identifying the product and a smooth completion in timely fashion. Such a pleasure to deal with and wouldn’t hesitate to recommend.

19 June 2025
Unprompted review
Rated 5 out of 5 stars

Daniel at Optimise was fantastic!

After three months of frustration with a range of companies that Optimise had identifed as unsuitable for my needs, Daniel was absolutely fantastic to deal with. Dan was open and honest regarding what could be offered and worked out the most suitable solution for my needs. The whole process was stress-free and I couldn't be happier with how Dan dealt with the documentation and kept me up to date at every stage. I would highly recommend Optimise to anybody looking for financial assistance!

20 February 2025
Unprompted review
Rated 5 out of 5 stars

GOAT of the brokerage world ….

If there is an award to recognise the GOAT of the finance brokerage world then Daniel Caudwell is the person you’re looking for. I was an extremely difficult case and had given up hope . Daniel recognised the challenge , presented my complexity in a straight forward manner and secured my loan . Daniel , you do not know what impact you have made on mine and my families life. Others brokers would take 10-14 days Dan took only 4 days . Thank you and you are highly highly recommended

8 May 2025
Unprompted review
Rated 5 out of 5 stars

Optimise Finance a great broker

William Wiggins of Optimise Finance was very helpful in the process of getting a 2nd charge loan on my house. He understood my requirements and was very informative and helpful all along the way. I got my loan completed in less than a week!!

2 May 2025
Unprompted review
Rated 4 out of 5 stars

William dealt with my loan application

William dealt with my loan application, he was really helpful from start to finish, felt like I have known him years just from a few phone calls and back and forth emails 😊
A lot of paperwork involved but very easy and smooth sailing.
Thankyou

25 March 2025
Unprompted review

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