“On first meeting I was asked what I was looking for. This I felt was important as I felt that it was me asking and not being lead to a decision that I didn’t want to make. A portfolio was then drawn up with all my major points easy to read and understand. This makes it feel that any completed business feels it right for you.”
1. What prompted you to speak to us?
My brother and I were in the process of securing a mortgage and came across IFS Wealth & Pensions (IFS). We decided that since we were First Time Buyers, we would require expertise and guidance with the application for a mortgage. Therefore we decided to choose IFS to help obtain the mortgage.2. Your First Impression?
The two members of staff that I dealt with at IFS were Alan Chan and Ricky Chan. They were extremely friendly and provided their expertise whenever we had a query or were required to provide specific documents. They explained any points clearly that we were confused with, and were very lenient with us as this was our first purchase.3. How you found our Service?
We found that Alan and Ricky were always on the other end of the phone to answer any questions that we had, and were never slow in responding to messages. They were prompt in asking us for specific documents and provided us with a great package from the mortgage provider. The whole process was swift, efficient, and hassle-free.4. Did we help you achieve your objective?
We definitely achieved our objective with IFS and managed to obtain an approved mortgage within a week. IFS made the process very simple, and allowed us more time to research on other aspects of the purchase.5. Would you recommend us to others?
We would thoroughly recommend IFS to anyone who wishes to receive great knowledge and experience for their monetary needs. Our experience with IFS was fantastic and I would definitely use their services again. Although we had only used one of their services, we are sure that their other services will be of an equally very high standard. My only regret is not finding them sooner!
“With Ricky one always feels he is there, an e-mail or a text with a concern or question gets a quick response and it helps that he actually knows what he’s talking about and can put in to simple terms.”
During the 5 years Ricky has been my IFA I have never had the lest worry about my capital being other than in a safe pair of hands.
As a person Ricky has a natural courteous manner that is respectful with out being the least bit obsequious.
“Ricky Chan has provided good advice and has established a good working relationship with me, and fully understands my requirements. He is a friendly person and is interested in me as a person and this is reflected in his advice and communication with me. We have established a working relationship based on trust and understanding of my needs. I consider him a person of integrity, which i think is essential in a financial advisor.”