Well Financial Limited Reviews 

120
TrustScore 5 out of 5

4.9

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Review summary

Created with AI, based on recent reviews

Evaluating 52 reviews, reviewers overwhelmingly had a great experience with this company. Customers consistently note the incredible helpfulness and deep expertise of the advisors, noting that every interaction is handled with genuine professionalism and care. Reviewers emphasize that the team goes above and beyond to secure the best possible financial deals while keeping the entire journey completely transparent. Some people also felt that the clear guidance and prompt communication made complex mortgage processes significantly less daunting and stressful for first-time buyers. Buyers appreciate how quickly responses are provided, ensuring they feel fully supported, well-informed, and completely confident throughout the entire purchasing experience.

What people talk about most

Staff

Users describe positive interactions with staff, highlighting exceptional support and guidance throughout the... See more

Service

Customers consistently note positive experiences with service, highlighting exceptional and knowledgeable... See more

Customer service

Reviewers mention positive feedback about customer service, highlighting prompt, clear, and professional... See more

User experience

Customers report positive experiences with user experience, noting that processes are made calm, clear, and... See more

Response time

Clients share positive opinions on response time, highlighting prompt, clear, and reliable communication... See more

Reviews shaping this summary

Rated 5 out of 5 stars

Dan and the team at Well Financial have been brilliant! As first time buyers, it is a daunting experience but Dan was so knowledgeable, trustworthy and honest with us at every stage of the process and... See more

Rated 5 out of 5 stars

Jake has gone above and beyond to help me. I’ve found the whole mortgage and buying/selling process so daunting and Jake is always there to answer questions and calm me down haha! Thank you Jake for b... See more

Rated 5 out of 5 stars

I have worked with Jake on two occasions and both were great experiences. I really came into the process with little understanding, Jake didn’t just walk me through the process he made sure I understo... See more

Rated 5 out of 5 stars

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 curre... See more


Company details

  1. Mortgage broker
  2. Health insurance agency
  3. Insurance broker

Written by the company

Welcome to Well Financial. A trusted Adviser on Mortgage, Health & Life insurance solutions. With years of experience in the financial services industry, we understand the importance of seeking advice. Let us help you navigate the complex world of Mortgages and Insurances, and deliver the best solutions unique to you. At Well Financial, we are more than just a Mortgage and Protection Adviser, we are your partner in Financial Wellness.


Contact info

4.9

Excellent

TrustScore 5 out of 5

120 reviews

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4.9

All reviews

(120)

52 reviews in the last 12 months

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Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews. Reviews are the opinions of individual users and not of Trustpilot. Read more

Rated 5 out of 5 stars

Very professional service

Very professional service. We have used Dan as our mortgage advisor for many years now and he has always been so spot on with information and advice. He goes out of his way to find the best deal. Overall a great service.

6 June 2025
Unprompted review
Rated 5 out of 5 stars

Very professional and great advice

Very professional and great advice. We worked with both Dan and Sean to purchase our forever home. Friendly and always there to help, even when the solicitors were being challenging, Dan was there to help. Thank you so much. Highly recommended

1 January 2025
Unprompted review
Rated 5 out of 5 stars

Highly recommend Well Financial for mortgage advice

We've used Dan for both our mortgage and remortgage and he was great in getting us the best deal that he could. He puts customer service above everything else and his approach is very personable. Quick to respond and will happily talk through any questions you have. Would certainly recommend for anyone wanting advice on their mortgage.

6 June 2025
Unprompted review
Rated 5 out of 5 stars

Cannot recommend enough

Had Daniel Dawes help sort out our mortgage. He was very knowledgeable on what was the more suited options for us and advised accordingly. At no point did I feel like I was being ‘sold’ anything like with previous advisers and everything was suggested in our best interest. Will definitely be using him again come remortgage time

1 May 2025
Unprompted review
Rated 5 out of 5 stars

Very professional

Dan was very professional and took the time to explain our mortgage options clearly and concisely. Would thoroughly recommend!

22 April 2025
Unprompted review
Rated 5 out of 5 stars

High quality service in all areas

Dan made what was potentially a very stressful mortgage application remarkably easy and straightforward. I would be happy to highly recommend Dan, and Well Financial, to anyone requiring high quality financial advise and guidance.

6 June 2025
Unprompted review
Rated 5 out of 5 stars

The best!

Well informative, accessible, friendly, Great service. I highly recommend!
Thank you for your all your help&support Daniel! 😊

6 December 2024
Unprompted review
Rated 5 out of 5 stars

Brilliant Service

Brilliant service and very knowledgeable, a perfect guide for a first time buyer. Put up with a lot of questions from us as we made our way along the process to homeownership.

6 June 2025
Unprompted review
Rated 5 out of 5 stars

Just used Daniel Dawes for a recent…

Just used Daniel Dawes for a recent mortgage and he was amazing. Super helpful and always there to answer any questions or just offer some reassurance. I’ll definitely be going back to him in the future. Thanks again, Daniel!

6 June 2025
Unprompted review
Rated 5 out of 5 stars

Well Financial - Dan Dawes

Dan is a trusted, professional and personable Adviser. With volatility in interest rates during the time of our remortgage it was great to have Dan's proactive approach and communication helping us to navigate a great outcome. Thanks to Dan and the team at Well Financial

6 June 2025
Unprompted review
Rated 5 out of 5 stars

Highly recommended!!

I have to write this review as Dan was absolutely amazing. He sourced the best possible rate for us and gave us invaluable advice throughout. His online system allowed us to upload all docs needed, receive updates, it was just seamlessly smooth. Plus, he is a character and a half. A great bloke all round. thanks Dan, we will definitely be using you again!.

6 June 2025
Unprompted review
Rated 5 out of 5 stars

Highly recommend

We’ve used Jake for 7 years now. He helped us with our mortgage and insurances for our first house and was so patient, knowledgeable and adaptable to our circumstances. We’ve gone back to him for every renewal, house move and change of circumstance since. He’s easy to get hold of, quick acting and goes above and beyond to make sure you’re getting the best deal.

6 June 2025
Unprompted review

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