Well Financial Limited Reviews 

We’ve worked with Jake twice now — first to secure our mortgage for our home, and again two years later when it came time to remortgage. He is incredibly professional, highly knowledgeable, and absolutely not your standard broker. Jake went above and beyond to ensure our mortgage was completed before rates increased, and we genuinely felt supported every step of the way.
His communication is excellent, he’s proactive, and he always takes the time to explain everything clearly. We couldn’t recommend him highly enough and have already recommended him to many friends, all of whom have had great experiences as well.
If you’re looking for a mortgage advisor who truly cares and delivers outstanding service, Jake is the person you want.

Jake has been fantastic throughout our mortgage process. He explained everything clearly, moved quickly to secure our AIP, and helped us navigate a fairly complex situation involving selling our current home while buying a new build. He’s extremely responsive, knowledgeable, and proactive in flagging potential risks before they become problems. Highly recommend working with him.

Working with Jake was a great experience. From the very beginning he was clear in his communication, professional at all times and incredibly easy to deal with. He explained everything in a way that made sense, kept me updated throughout and made what could have been a stressful process feel straightforward. I always felt confident that he was acting in my best interests and doing everything he could to secure the right deal for me.

Thank you for all your hard work and support Jake. See you again in a few years!!! ⭐️

My experience with Dan and Well Financial has been excellent. Dan is professional, knowledgeable and genuinely wanted to help me achieve the best possible outcome on my finances. Specifically my mortgage.

As a rookie to this particular type of transaction Dan took the time to explain things in depth making some of the complexities easier to understand.

I would recommend Dan and Well Financial to any of my friends and family seeking financial advice.

We were recommended by a friend to use Well Financial for their mortgage services. Jake was our mortgage adviser and he was extremely helpful. He answered all our questions promptly and kept us informed every step of the way. Would highly recommend Jake and Well Financial!

Ive known Dan a long time! Always helps and does a top job!

Dan was absolutely amazing, I am a first time buyer so naturally had a lot of questions and uncertainty and Dan guided us through the process from start to finish and got us a mortgage offer so quickly! Highly recommend.

Jake’s advice from the start through to completion was invaluable. The service, apps and recommendations were all excellent. It made the house buying process surprisingly easy!

Want to say a big thank you to Jake for all of his support he continues to give us. Not only with securing us an amazing mortgage deal but guiding us as absolutely clueless first time buyers through the process with such kindness and patience! We will be recommending to all of our friends and family

Jake has been a really great help for me especially as a first time buyer. He has been really professional, explained everything in a clear manner and provided a fantastic service. Can't rate him highly enough!

Update: Jake helped me again as my original flat fell through and he was again professional and helped me explained my options. He even was able to get me a last minute rate reduction before we signed the mortgage offer. Would definitely recommend.

For years I’ve been using Dan’s services for all things financial and I wouldn’t have it any other way! Very fast and efficient. Highly recommend.

Dan and his team at Well Financial Limited were exemplary in their professionalism and diligence throughout. I would have no hesitation in recommending them and their high-calibre services to anyone seeking trusted financial expertise.

Jake is a true masterclass ! He has been dealing with my properties from 2018. He is hard working and quick at solving problems as well as giving you the best advice. I would highly recommend him.
Farhan

Mortgage and remortgage process without any problems.thanks.

Top-Tier Mortgage Broker
For the last 5 years, Dan has been my go-to mortgage expert, and he’s genuinely outstanding. He’s expertly handled the financing for two different properties I’ve bought – the first a simple family home purchase, the second a trickier one with a recent career switch, higher LTV needs, and a pressing deadline.
Dan truly shines because of his:
• Expert knowledge and skill at securing the most competitive deals
• 100% integrity and straight-talking approach
• Fast, clear, and reliable communication
• Real commitment to finding what’s genuinely best for his clients
• Steady, reassuring presence even during challenging moments
Both transactions were seamless, I ended up with better interest rates than anticipated, and he steered me clear of several costly mistakes.
If you want a dependable, long-term mortgage partner you can trust completely, Dan is the person to choose. After five years and two smooth purchases, he remains the only advisor I ever contact.
Outstanding service – highly recommended! ⭐⭐⭐⭐⭐

Klizia Is doing a fantastic job guiding us in the process of buying a house. From the very first call we have been extremely impressed with her expertise, her lovely attitude and calm and precise explanations. On top of being a n excellent mortgage advisor, her legal knowledge and insurance advice really put her a step ahead on other professionals. She walked us through the entire process not just the mortgage bit and has been an invaluable support! Would recommend to anyone who is approaching this important step!

Dan at WF has been fantastic since we were recommended to him. Having been through three large mortgage renewals we are delighted to leave a review to say how brilliant each process has been every time.

Klizia is our angel and is making our first buy experience almost pleasurable.
She is organised, clear, precise and has incredible expertise not only in terms of mortgages, but of the entire process, having worked in several sides of the real estate industry.
She painted us a neat picture of the entire journey, empowered us to take informed decision, reduced our stress to the minimum and is constantly going above and beyond.

I can't recommend Klizia enough, and we already introduced our friends with similar needs, she is more than brilliant and we will stick with her support for all other aspects of our purchase.

Dan made my experience with getting a mortgage previously in 2020 and remortgage in 2025 very very easy and straightforward. Dan was a brilliant help giving advise on all aspects of the deal. Always happy and responsive. Can't recommend the team enough, they are brilliant!

Great company. They helped get my mortgage from start to finish. The process was quick and simple.
They even got me a better rate on my mortgage as my house took ages to complete. Thank you Again!