Optimisefinance Reviews 

53
•
TrustScore 5 out of 5

4.8

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Rated 5 out of 5 stars

Right from the start I felt comfortable speaking with the guys at Optimise. I felt heard and understood and they made sure that the product offered was affordable for me. Will was very kind and hel... See more

Rated 5 out of 5 stars

​Tom Evans at Optimise Finance provided an excellent service from start to finish with my mortgage. He kept me fully informed throughout the entire process and made everything run smoothly. Could no... See more

Rated 5 out of 5 stars

Recently used Optimise Finance to get a mortgage completed, Joel Moreira dealt with our case, and he was excellent, really patient with us. Was quite a few hoops to jump through, but we do it. Excel... See more

Rated 4 out of 5 stars

William dealt with my loan application, he was really helpful from start to finish, felt like I have known him years just from a few phone calls and back and forth emails 😊 A lot of paperwork invo... See more

Company details

Written by the company

Optimise Finance is a leading Finance Broker. We offer a quick application process to allow us to source a loan from our extensive panel of lenders. We will find a loan that's right for you based on your circumstances, no matter how good or bad their credit profile. We will only perform a soft search, which will have no negative impact on your credit rating. Optimise Finance offer independent equity release advice with access to the whole market. Delivering a personal, professional, caring and transparent service. We are a proud member of the Equity Release Council.


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4.8

Excellent

TrustScore 5 out of 5

53 reviews

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4.8

All reviews

(53)

18 reviews in the last 12 months

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Rated 5 out of 5 stars

Excellent Service

The process couldn't have been smoother. Daniel Caudwell processed an automatic valuation saving all upfront costs and with his help the process was fast and seamless from start to finish. Highly recommended!

June 25, 2025
Unprompted review
Rated 5 out of 5 stars

Will was brilliant at understanding my…

Will was brilliant at understanding my needs, very quickly identifying the product and a smooth completion in timely fashion. Such a pleasure to deal with and wouldn’t hesitate to recommend.

June 19, 2025
Unprompted review
Rated 5 out of 5 stars

Daniel at Optimise was fantastic!

After three months of frustration with a range of companies that Optimise had identifed as unsuitable for my needs, Daniel was absolutely fantastic to deal with. Dan was open and honest regarding what could be offered and worked out the most suitable solution for my needs. The whole process was stress-free and I couldn't be happier with how Dan dealt with the documentation and kept me up to date at every stage. I would highly recommend Optimise to anybody looking for financial assistance!

February 20, 2025
Unprompted review
Rated 5 out of 5 stars

GOAT of the brokerage world ….

If there is an award to recognise the GOAT of the finance brokerage world then Daniel Caudwell is the person you’re looking for. I was an extremely difficult case and had given up hope . Daniel recognised the challenge , presented my complexity in a straight forward manner and secured my loan . Daniel , you do not know what impact you have made on mine and my families life. Others brokers would take 10-14 days Dan took only 4 days . Thank you and you are highly highly recommended

May 8, 2025
Unprompted review
Rated 5 out of 5 stars

Optimise Finance a great broker

William Wiggins of Optimise Finance was very helpful in the process of getting a 2nd charge loan on my house. He understood my requirements and was very informative and helpful all along the way. I got my loan completed in less than a week!!

May 2, 2025
Unprompted review
Rated 4 out of 5 stars

William dealt with my loan application

William dealt with my loan application, he was really helpful from start to finish, felt like I have known him years just from a few phone calls and back and forth emails 😊
A lot of paperwork involved but very easy and smooth sailing.
Thankyou

March 25, 2025
Unprompted review
Rated 5 out of 5 stars

Used optimisefinance after all others…

Used optimisefinance after all others failed to achieve anything for me . Daniel was absolutely brilliant and found us what we needed quickly . He made the whole process easy and helped above and beyond then any other broker I have dealt with . I would highly recommend using them if you get Daniel as your rep. Top man

March 25, 2025
Unprompted review
Rated 5 out of 5 stars

I can live again

William and his team were extremely professional with their advice I would highly recommend them. I was literally drowning in debt but they managed to secure a deal that allows me to live and sleep again thank-you.

January 30, 2025
Unprompted review
Rated 5 out of 5 stars

Needed to consolidate debts and take…

Needed to consolidate debts and take out a mortgage. William was brilliant , he took us through all stages with understanding and care. He was very patient with us , as we are not computer savvy. He explained everything and really cared about our needs. Could not have asked for anything more. Thank you will you are a star… and we appreciate all you have done for us.

September 27, 2024
Unprompted review
Rated 5 out of 5 stars

I needed to take out a second mortgage…

I needed to take out a second mortgage to pay for building work that had been carried out on my home. I had been refused finance by other lenders, but Will at Optimisefinance managed to secure the loan that I needed.
Not only did he manage to get the funds, but the repayments were actually lower than quotes that I had received from the other lenders.
I would highly recommend Optimisefinance as they are quick, efficient and excellent communicators. I felt that Will supported me extremely well throughout the loan application and it was a pleasure to have done business with him.

August 22, 2024
Unprompted review
Rated 5 out of 5 stars

Daniel was a great help

Daniel was a great help, always prompt answering any of my questions or concerns, from first phone call to funds clearing took less than 3 weeks. Thanks again Dan

August 15, 2024
Unprompted review
Rated 5 out of 5 stars

Excellent Customer Service

Recently used Optimise Finance to get a mortgage completed, Joel Moreira dealt with our case, and he was excellent, really patient with us. Was quite a few hoops to jump through, but we do it. Excellent team work, Joel cared, for us and our situation.

Would highly recommend Optimise Finance, and if you get to have Joel as your account manager, you will be in very safe hands.

August 1, 2024
Unprompted review
Rated 5 out of 5 stars

Would recommend

Daniel was professional throughout but also came across very friendly and easy to speak with. Questions were answered promptly and the process from start to finish wasn't complicated. A redundancy and the cost of living crisis nearly led to the loss of our financial reins but we now have peace of mind and are back in control. Would recommend.

June 24, 2024
Unprompted review

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