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 53 reviews, reviewers overwhelmingly had a great experience with this company. Customers frequently praise the staff for their exceptional knowledge, helpful guidance, and reassuring communication during complex financial transactions. Consumers consistently mention that advisors take ample time to answer questions with patience and outline every available option. People also appreciate the prompt response times, efficient handling of documents, and proactive approach to solving issues. Reviewers note that the team goes above and beyond to secure favorable deals while providing continuous updates throughout the journey. Buyers express immense gratitude for dedicated support, emphasizing that expert advice transforms a stressful milestone into a smooth experience.

What people talk about most

Staff

Reviewers mention positive feedback about staff, consistently highlighting advisors for their exceptional... See more

Service

Clients share satisfaction on service, frequently highlighting professional guidance and a stress-free... See more

Customer service

Reviewers highlight positive experiences with customer service, consistently praising the helpful,... See more

User experience

Consumers find user experience to be exceptionally satisfying, noting that the guidance provided makes a... See more

Response time

Customers consistently note positive experiences with response time, highlighting prompt communication and... 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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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.

June 6, 2025
Unprompted review
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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

January 1, 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.

June 6, 2025
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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

May 1, 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!

April 22, 2025
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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.

June 6, 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! 😊

December 6, 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.

June 6, 2025
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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!

June 6, 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

June 6, 2025
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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!.

June 6, 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.

June 6, 2025
Unprompted review

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