Well Financial Limited Reviews 

I have found the whole experience using Dan from Well financial so stress free and easy. His knowledge, advice, reassurance and support couldn’t be faulted.
I had very complex situation buying a home Im in my late 40’s with my mum in her mid 70’s I didn’t think it would be either possible or an option. Been renting for years.
Dan looked at what we needed and talked us through our options, was honest and open about the choices available. I was utterly amazed that within a few days of our meeting he’d been able to obtain an AIP for what I needed and applied for the mortgage. Making our dreams a reality. Thank you - Highly recommend

We met Klizia from the Wells Financial team who proved to be an outstanding professional as well as a very friendly person. Klizia helped us finding the best deal for a Life Insurance for myself and my family, and guided us towards the final choice. She has been extremely helpful, an easy to talk to person and made even the most complex topic very easy to understand.
The cherry on top was that she is italian, like myself, so we could also speak fluently in our native language.

I would definitely highly reccommend Klizia and Wells Financial, not only for italians but for anyoen willing to look for an expert's help in the insurance industry.

Our experience with Jake at Well Financial has been excellent. Jake is amazingly knowledgeable and up to date. The online portal we used to upload documents for our mortgage application was so easy to use and was handy to have to communicate and see what our next steps were. My husband is an economics teacher and very aware of market changes etc and he felt confident in Jake’s decisions and that they were totally the right ones to take.
Our mortgage was easily obtained and it was completely seamless thanks to Jake.

Working with Dan was a pleasure. At every interaction he took the time to understand what I needed and was looking for, and was very helpful in securing the offer that I needed. Dan was never pushy and always acting in my interests. I will certainly be using Well Financial in the future and I would recommend to anyone looking for great advice.

Jake has been our go-to mortgage advisor for years, and we wouldn't trust anyone else! He's the perfect combination of professional and friendly, making the often-stressful process of securing a mortgage feel smooth and manageable. Recently, we had to reapply for our mortgage under a tight deadline, and Jake's responsiveness was truly remarkable. He turned everything around in record time, exceeding our expectations. We wholeheartedly recommend Jake to all our friends and family. His expertise and dedication are simply unmatched!

Jake was an absolute pleasure to work with! His incredible knowledge of the mortgage world, combined with his attention to detail, made the entire process smooth and stress-free. From start to finish, he took the time to explain everything clearly, ensuring I understood all my options and felt confident in every decision. His professionalism, patience, and dedication truly set him apart. Thanks to Jake, what could have been a daunting experience felt effortless. I highly recommend him to anyone looking for expert guidance and a seamless mortgage journey!

We recently secured a mortgage offer thanks to Dan, who has not only been helpful in providing valuable advice but has been an absolute star in following up and updating on processes, from start to end! Dan is extremely personable, helpful and geniunely knowledgeable. He went the extra mile to help us and assist in the best possible way. My partner and I are extremely grateful for all of his support - we wouldn’t have reached where we are if it wasn’t thanks to Dan’s amazing support and professionalism!! Thank you!

We dealt with Dan from Well Financial, who provided a professional and efficient service. From the beginning, his proactive approach and attention to detail gave my partner and me confidence in the process, and he demonstrated genuine enthusiasm and care. Even when the mortgage provider experienced delays, Dan followed up relentlessly on our behalf. He also recommended reliable solicitors, building insurance, and life insurance, which helped us speed up the purchase process. We felt well supported and informed throughout, and if we were ever in doubt, he was always just a text or a phone call away.

What great service from Dan, as he has been super helpful throughout this whole process in helping obtaining a mortgage. I would highly recommend using him, especially with his knowledge and expertise it made the whole experience really easy to navigate.

Great service, Dan is super helpful and accommodating with any queries.

Will for sure use again.

We've used Well for the last 5 years and the service has always been great. Most recently, Chris has helped us complete a full review of our private medical, keyman and life insurance. In all instances, he understood the business needs and then mapped out the available products, before helping secure the best product, usually at a more competitive rate than existing. He's also been helping with some Group Income Protection, such is the trust we have in his financial advice.

The main thing is that Chris and Well care - they care about your business, they care about helping and they even step in when you need that little refresher on what your policy includes. Highly recommended!

Decided that the life insurance cover I had was not going to provide for my children should the worse happen. Also, as I get older, critical illness cover made enormous sense. Spoke with Chris and he was fabulous. He listened to what I wanted to achieve, guided me through the info and provided me with a few options. He allowed me time to consider what I wanted - which I really appreciated. Hate pushy sales people but Chris was the opposite. When I was ready to go ahead, he had everything set up and ready. It really was a seamless process and the additional benefits I get for me and the kids via Vitality means that actually, my premiums are very nearly covered. And I feel safe in the knowledge that my kids would all have a healthy inheritance should something happen. Thank you Chris for helping me achieve what I wanted, means a lot

Well Financial were recommended to me by a friend when purchasing my first home as opposed to using the estate agents mortgage broker. I'm glad I took my friends advise!
We had Dan as our advisor. He was a beacon of knowledge and not pushy in anyway compared to the broker offered to us by the estate agents. He talked through all my options and even calculated the affects of adding more or less to my deposit would have on my monthly payment. This gave me the comfort to put a little less down on my deposit and put it towards furnishings. The best part is they don’t charge first time buyers fees!!!

I will definitely be using Well Financial’s services again in the future!

I dealt with Chris at Well Financial for my health insurance renewal it was dealt with quickly and clearly. He looked to get the best premiums with all insurers being compared in case better deals are available. Best of all no fee ! Very efficient!!