Legacy Wealth and Finance Reviews 22

TrustScore 4.5 out of 5

4.5

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Rated 5 out of 5 stars

Scott made our remortgaging process really stress free and easy. He was quick to respond to any contact and was helpful throughout the process.

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Rated 5 out of 5 stars

Great service from Scott, our mortgage wasn’t straight forward so his knowledge was invaluable. He went above and beyond on numerous occasions and explained everything in terms we could understand whe... See more

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Rated 5 out of 5 stars

Myself and my husband were fortunate enough to find Scott and work with him at a time when a new mortgage scheme was put on the market and our previous mortgage advisor was unaware of. Scott was very... See more

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Rated 5 out of 5 stars

Scott was brilliant from start to end. His advice was invaluable and I simply could not have done it without him. As a first time buyer I needed all the support I could get and Scott was there every s... See more

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4.5

Excellent

TrustScore 4.5 out of 5

22 reviews

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Rated 5 out of 5 stars

Easy re-mortgage

Scott made our remortgaging process really stress free and easy. He was quick to respond to any contact and was helpful throughout the process.

December 5, 2022
Unprompted review
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Reply from Legacy Wealth and Finance

Thank you so much for your review, Courtney. And thanks for being such amazing clients.

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Rated 5 out of 5 stars

Remortgage

We used Scott when we moved house and didn’t think twice when we needed to remortgage. He made the whole process so easy and couldn’t have been more helpful. We will be using him again in 5 years time for another remortgage

March 1, 2023
Unprompted review
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Reply from Legacy Wealth and Finance

Thank you so much for your review.And thank you for coming back to us. It helps that you were so proactive, meaning we could secure a much better rate.
See you again next time around and we're here for the in between too.
Scott

Rated 5 out of 5 stars

Success on my first mortgage…

I loved working with Scott on my first buy to let mortgage. He made it all so easy and painless throughout the whole experience.
Scott is very professional and always on hand to answer my questions (and there were a lot!)
I would 100% recommend Legacy Wealth and Finance and I look forward to working with them again in the future.

September 18, 2022
Unprompted review
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Reply from Legacy Wealth and Finance

Thanks so much, Faye. It was a pleasure to help you with this mortgage and we can't wait for the next one.

Rated 5 out of 5 stars

Scott did an excellent job...

Scott did an excellent job handling our mortgage application and process. His communication is excellent and he worked hard to find the exact mortgage to suit our needs. I really can't recommend Scott highly enough.

July 11, 2022
Unprompted review
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Reply from Legacy Wealth and Finance

Thank you, Peter.
A very kind review. It was a pleasure and I look forward to speaking to you again soon. You're awesome and were very accommodating with the list of lender information requests.

Scott

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Rated 5 out of 5 stars

A wealth of knowledge and excellent response times

For us, Scott was a key enabler that landed at the perfect time, showing a wealth of knowledge and excellent response times. Our particulars were quite restrictive, meaning we needed expert knowledge in a tight area specific to mortgages. Scott and his team understood the criticality and stepped in almost instantaneously to provide reassurance, support and take on the case management.

May 17, 2022
Unprompted review
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Reply from Legacy Wealth and Finance

Thank you for your kind review, Bogdan.
Your particulars were restrictive and it was amazing that we were able to find you a solution. We just arranged your mortgage; you were the real driver in managing the sale of your property.
Thanks for putting your trust in me and I can't wait to help you both again soon.
Scott

Rated 5 out of 5 stars

Professional and swift mortgage broker

Myself and my husband were fortunate enough to find Scott and work with him at a time when a new mortgage scheme was put on the market and our previous mortgage advisor was unaware of. Scott was very swift with the onboarding process, all done online through the portal he set us up on. I found the process run very smooth. He kept us updated throughout and was very invested in making sure we got the best offer. I appreciated his professionalism and how easy he unlocked any blocker for us! Scott established an incredible rapport and a brilliant relationship with all the other parties involved in the process. I would absolutely recommend Scott’s services! I am very grateful for all your support in helping us buy our dream home! Thank you

May 16, 2022
Unprompted review
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Reply from Legacy Wealth and Finance

Thank you so much for the kind words, Adriana.
My job is made so much easier when my clients are as wonderful as you and are tremendously organised.
We wish you all the happiness and are excited for your future in your new home.
Scott

Rated 5 out of 5 stars

Legacy Finance & Scott delivered on…

Legacy Finance & Scott delivered on their word. Responsive, understanding and professional in all dealings with us, allowing all to run smoothly from start to finish.
Would recommend and will be using for all our future needs.

April 19, 2022
Unprompted review
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Reply from Legacy Wealth and Finance

Thank you so much for you review, Matthew.
We were so pleased to be able to help you and your family buy your new home. We hope you're all settled and cannot wait to speak to you again soon.

Rated 5 out of 5 stars

Honest

Honest, concise, always available and there if complications should arise

April 13, 2022
Unprompted review
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Reply from Legacy Wealth and Finance

Thanks very much for your review, Sam.
Thankfully there weren't too many complications, however it makes it lots easier when you have awesome clients like you and can get them addressed asap.
I can't wait to help you with the next one.

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Rated 5 out of 5 stars

Scott was brilliant from start to end

Scott was brilliant from start to end. His advice was invaluable and I simply could not have done it without him. As a first time buyer I needed all the support I could get and Scott was there every step of the way with a positive can-do attitude and a knowledge of the industry that made me feel totally confident in his expertise.

April 5, 2022
Unprompted review
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Reply from Legacy Wealth and Finance

Thank you so much for your review, Zoe.
It took us a while for many different reasons, but thanks for sticking with me and I am really pleased for you to be in your new home.

Rated 5 out of 5 stars

Scott is very helpful

Scott is very helpful, very efficient and very easy to work with. I highly recommend their services

April 5, 2022
Unprompted review
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Reply from Legacy Wealth and Finance

Thank you for your kind review, Josh.
It was made so much easier by you being available and responding to endless requests.

Rated 5 out of 5 stars

Highly recommend

Have worked with Scott for a number of years through mortgages and re-mortgages. Would highly recommend, very knowledgeable and is always on hand to provide advice and updates.

April 4, 2022
Unprompted review
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Reply from Legacy Wealth and Finance

Thank you for your kind review, Matt.
I am so pleased to have been able to help you and your family again and look forward to doing so for many years to come.

Rated 5 out of 5 stars

Simply the best

Simply the best ! Scott made everything about our mortgage so easy and straight forward! He took the stress out for us and made the process painless. He always had our best interest at heart. Such a nice guy. Thank you Scott

April 4, 2022
Unprompted review
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Reply from Legacy Wealth and Finance

Thank you so much, Hayley.
My aim is to take the stress out of the process for you and I am so happy that I managed to do that. I am grateful to you for being able to fulfil the seemingly endless requests for documents and I cannot wait to come and visit you in your new home.

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Rated 5 out of 5 stars

Great service from Scott

Great service from Scott, our mortgage wasn’t straight forward so his knowledge was invaluable. He went above and beyond on numerous occasions and explained everything in terms we could understand when we faced hurdles along the way. Couldn’t recommend him enough.

April 4, 2022
Unprompted review
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Reply from Legacy Wealth and Finance

Thanks so much for your review.
We had a bit of an interesting journey and I am truly grateful for your trust throughout the process. Things don't always go to plan and I am super pleased that we got the result we wanted.

Rated 5 out of 5 stars

Clear and easy process 5*

Scott at Legacy talked me thru all my options and why was best for our circumstances, he was clear and made sure I understood every step we needed to take, he has also helped direct us to the best medical support and life cover , he has taken all the stress out of this process of buying a house

April 1, 2022
Unprompted review
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Reply from Legacy Wealth and Finance

Thanks so much for the review, Sean.
I am so pleased I have been able to support you to buy your dream home. You have such a beautiful family and you'll make some amazing memories there.

Rated 5 out of 5 stars

5 Star service from Legacy Wealth and Finance

I used Legacy Wealth and Finance to help me secure a mortgage recently. I was so pleased with the level of service, and professionalism I received from Scott, that I am now using him for some other financial matters also. No questions I had were too big or small and nothing was too much trouble for him. He went above and beyond what was needed. I would highly recommend Legacy Wealth and Finance and I will be encouraging my friends and family to use them for any financial matters they require help or advice with.

March 31, 2022
Unprompted review
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Reply from Legacy Wealth and Finance

Thanks so much for your review, Tim. You were so efficient in getting documents to us, that it made it easier. We're happy to have such amazing clients, just like you.

Rated 1 out of 5 stars

Really poor advice that has left us in a terrible financial position

I originally wrote a positive review about Legacy but at the time I was totally clueless about mortgages and wealth management. I can now say that the "advice and guidance" given by Legacy and Scott has cost us nearly £66,000. We are consequently in a much worse financial position as the advice we were given was terrible and while Legacy are happy with their commission we are massively worse off financially. I would say avoid Legacy if you can as there are plenty of other providers.

March 31, 2022
Unprompted review
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Reply from Legacy Wealth and Finance

7 Jan 2025 - This is disappointing to see, but also requires further clarification. Sadly during your initial fixed rate period, the landscape changed in the UK a little, with the base rate moving from 0.1% to 5.25%. This obviously affected your renewal and whilst this is disappointing, it not something we could help or have foreseen. We did our best to minimise this as much as we could with your renewal in 2023/24, when you came back to us to ask for help, despite the challenge imposed by your change in circumstances.

3 May 2022 - Thank you so much for your review. It certainly helps when our clients are as awesome as you.
We hope you're really happy in your new home.

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Rated 5 out of 5 stars

I am very pleased with their support …

I am very pleased with their support and efficiency .As this is a new world for me it has never been difficult for them to spend time explaining.
Scott Mackey is brilliant

March 31, 2022
Unprompted review
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Reply from Legacy Wealth and Finance

Thank you so much for your kind review, Boban.
It has been such a pleasure so far to help you and I am looking forward to being able to do so more in the future.

Rated 5 out of 5 stars

Scott was so knowledgeable

Scott was so knowledgeable, friendly, available and responsive. Everything you need when going through a stressful time!

March 31, 2022
Unprompted review
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Reply from Legacy Wealth and Finance

Thank you so much for your review, Laura. It was a pleasure to help you buy your family home.

Rated 5 out of 5 stars

Financial Advisor that is a cut above the rest.

I'm not the most trusting of people, especially when it comes to my money, let alone my families future.
I needed a mortgage, got pointed towards Scott, made contact had a good 45minute to an hours chat, received some figures from him, compared them to what I could find and was happy with his numbers. We proceeded with a house purchase and the sale of our house. The sale all but fell apart on exchange/completion day, through the lack of diligence of two sets of solicitors. We were absolutely distraught and ended up for 5 days with no home and an 18t lorry full of our worldly goods, kids couldn't go to school etc. the only reason the sale was concluded as it should have, albeit 5 days later than it should was down to Scott's tenacity and relentless chasing, calling, emailing everybody until a resolve was achieved. I have no reservations in recommending Scott for your financial needs. 100% effort, 100% knowledge 100% results and possible 100% better solicitor than some conveyancing companies.

November 9, 2021
Unprompted review
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Reply from Legacy Wealth and Finance

Thank you so much for your review.
I am so happy that you were willing to trust me and I am so pleased that we were able to get you your new home.

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