Did an onboarding session with Tim Feather BDM this morning. Super helpful. Having previously used another sourcing system & their tools, I will be switching to Advise Wise for my future Equity Relea... See more
Company replied
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Review summary
Created with AI, based on recent reviews
What people talk about most
Reviews shaping this summary
Advise Wise may be relatively new to the Later Life market but they're not trying to re-invent the wheel. Instead they are building on what's already there to give todays advisers exactly what they ne... See more
Company replied
I approached Advise Wise to help source a lifetime mortgage with a lender that accepted a property on an unadopted road and did not require a permit for a septic tank that was installed prior to legis... See more
Advise Wise is a great portal with exception functionality. The BDM (Tim) is an invaluable resource which I have used many times to successfully place equity release cases which are difficult to place... See more
Company replied
Company details
Information provided by various external sources
Providing qualified financial advisors with a powerful, secure and easy-to-use tool to recommend lifetime mortgages.
Contact info
2200 Century Way, LS15 8ZB, Leeds, United Kingdom
- 0333 050 8771
- hello@advisewise.com
- www.advisewise.com
4.9
Excellent
115 reviews
Hasn’t replied to negative reviews
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See how their reviews and ratings are sourced, scored, and moderated.
Very helpful and knowledgeable
Very helpful and knowledgeable, a great resource, not only the system but Russ and Jane as well.
6 October 2021
Unprompted review
Reply from Advise Wise
Many thanks for your review Gemma!
Cracking support and knowledge from the start...
Cracking support and knowledge from the very start. Jane and Russ make things easier for us advisers which, in turn, makes things easier for clients.
1 June 2021
Unprompted review
Reply from Advise Wise
Many thanks for taking the time to leave us a review Mr Nash. We're glad to hear our helpdesk support can make things easier for advisers.
Great team and system
I am new to ER advising - but have found the Advise Wise system simple and intuitive to use. The support I've received from both Jane & Russell has been incredible - they've answered all of my questions and given me much more confidence. Thanks!
24 September 2020
Unprompted review
Reply from Advise Wise
Thanks for taking the time to review Chris. We're glad you enjoyed the Platform and our helpdesk could help. Don't hesitate to get in touch if you need any support.
Brilliant!
Advise Wise is by far the most accurate and easy to use platform for conducting my research. I love how I am able to obtain my documents/KFI's with great ease! I would struggle to find a fault with this, and I would highly recommend to all advisers out there! Thanks!
11 September 2020
Unprompted review
Reply from Advise Wise
Many thanks for your review Lauren! We're pleased you're using the Platform for your research. If you need any support, our help desk is always happy to help.
Outstanding, Easy to Use and tailored to my needs
Started using this as soon as it was released. From the start this has been a real game-changer. The best part being that they have continued to listen to feedback and act on it, tailoring the system to advisors real world needs as opposed to an IT developers idea of what is required.
I would, without hesitation, recommend this to any ER advisor.
9 September 2020
Unprompted review
Reply from Advise Wise
Thanks for taking the time to review Andrew and thanks for the feedback. Please don't hesitate to send us any suggestions you might have to hello@advisewise.com
Advisers' opinion is very important to us!
Everything you need
Everything you need. An easy to use platform that provides accurate and quick results. They have great support for any difficult cases to place. Considering the platforms young lifespan, the next few developments should help any adviser in any ay they need
7 September 2020
Unprompted review
Reply from Advise Wise
Thanks for your review Ryan. We're glad you are enjoying our Platform and the helpdesk.
The best in the ER business
I have depended on Jane's ER experience for many years. Now Advise Wise provides even more help with the new sourcing system. Combined, they support the challenge of advising vulnerable clients greatly.
29 August 2020
Unprompted review
Reply from Advise Wise
Thank you for taking the time to review Richard. We're glad you enjoy the sourcing platform and our help desk support.
Sourcing tool
Advise Wise sourcing tool for Equity Release cases really easy to use and understand, their quick quote is really good to get a fast and accurate idea of what you can offer your clients, best i have found
27 August 2020
Unprompted review
Reply from Advise Wise
Many thanks for your review Tim. We're pleased you enjoy the Platform and our Quick Quote tool.
Very quick and easy to use
Very quick and easy to use. A useful 'Quick Quote' tool as well that can be easily converted to full research
4 June 2020
Unprompted review
Reply from Advise Wise
Thanks for your review Matthew. We're glad you enjoy product sourcing on our Platform and our Quick Quote tool :)
Simple and coherent sourcing platform…
Simple and coherent sourcing platform that has been a real lifesaver through the current pandemic. Everyone in the team is really great and they've given some great webinars to guide through the current climate. What I love best though is if you phone them to ask a tricky case or criteria question, they just know it. No having to fill in forms, no having to wait, just knowledge on tap.
Wouldn't be without them, thanks advisewise!
2 June 2020
Unprompted review
Reply from Advise Wise
Thanks for taking the time to review Richard. It's great to read you enjoy the Platform and the service. We're always happy to help and support advisers.
5* Service
5* Service, great team, always on hand to support, I highly recommend their services.
2 June 2020
Unprompted review
Reply from Advise Wise
Thank you for your review Marcus. We're glad we can help!
Very impressive team
Very impressive team, systems and work ethic! I would happily recommend and will continue to use daily.
29 May 2020
Unprompted review
Reply from Advise Wise
Thank you very much for your review Adam. We're pleased to read you use our Platform daily. Our team is always ready to support if you need any help.
Great platform
Great platform, great team. Always on the end of the phone or email to provide support and information. A pleasure to work with.
28 May 2020
Unprompted review
Reply from Advise Wise
Thanks for your review George! We're glad you're happy with the Platform and with our support team. Thanks again!
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