Feedback William has received
What were the circumstances that caused you to initially look for an adviser?
"My partner and I had recently inherited some money and were in need of financial planning advice with a possible view to purchasing a house to live in. There was another property, pensions and investments in the picture so we particularly needed multi-strand advice on financial strategy and options."
How has William Putnam helped you?
"After an initial meeting Will provided a detailed cashflow forecast plus advice about various aspects of our pensions, property and investments, together with a summary of the options available. The several discussions I have had with Will subsequently have clarified a number of questions and enabled me to understand much better the factors bearing upon decisions about mortgages, tax and investment. It has become much easier for us to make the choice which was best for us because of Will's careful practical advice. To have had his guidance and proactive willingness to revisit some knotty issues more than once has been invaluable!"
Have you seen the outcome you were hoping for?
"In terms of peace of mind and a better understanding of how to make some important financial decisions, Will has certainly achieved the outcome I hoped for. I now have a much better idea of how to proceed in the areas on which I sought advice, especially in relation to mortgages and pension finance."
What could they have done better?
"I cannot really see how Will could have done better. His indefatigable readiness to discuss and revise the nitty-gritty detail of some important financial matters has been impressive and is much appreciated. He always explained his thinking in detail and was happy to consider any specific question from all angles. He's very quick on the calculator too!"
Helpful advice from Julian Berrill and Mr Putnam to-day I have always found Julian to be helpful with queries concerning my tax affairs."
"In all my dealings with Churchgates Accountants, over some years, I have found them to be unfailingly professional and efficient. They provide a thorough and personal service, understanding my needs and explaining clearly every step of the sometimes labyrinthine processes of HMRC and other matters. Further, and I feel this is very important, their service is human, completely unpatronising, and friendly. In particular, I would single out Robert Dedman - very ably backed up by Jake Day - as being an exemplar of efficiency, relentless attention to detail and knowledge of his subject, matched only by his commitment to making me, the customer, feel involved in and understanding of the process. Their fees are reasonable and clearly explained. In terms of funds and pension management, Alwyn Evans and William Puttnam are also excellent, giving clear, sensible and reliable advice. I feel that I could not be in better hands. I cannot recommend Robert, Jake, Alwyn and Will - and all the team at Churchgates, too highly."
What were the circumstances that caused you to look for a financial adviser?
"Mortgage to release equity"
How did William Putnam help you?
"Found best mortgage suited to me, including advice of different repayment options."
Have you seen the outcome you were hoping for?
"Yes"
What were the circumstances that caused you to look for a financial adviser?
"Remortgage"
How did William Putnam help you?
"Great advice, excellent at explaining options, fantastic service, super nice chap."
Have you seen the outcome you were hoping for?
"Yes"
What were the circumstances that caused you to look for a financial adviser?
"I wanted to maximise my borrowing potential to let out my current home and to buy a more suitable family home."
How did William Putnam help you?
"He not only managed to find the best mortgage product he also helped me understand the total cost involved, and how to manage the purchase of the property."
Have you seen the outcome you were hoping for?
"Fully."
What could they have done better?
"Above reproach, I have no suggestions for improvement."
What were the circumstances that caused you to look for a financial adviser?
"First time home buyer"
How did William Putnam help you?
"Will spent time carefully understanding our needs and our situation before researching the options available to us and presenting a selection of choices to us with a clear thought process and explanation as to why each product was appropriate. He listened to our queries and concerns and provided us with appropriate and considered advice."
Have you seen the outcome you were hoping for?
"Yes, we are thoroughly pleased with the service we received from Will."
What could they have done better?
"Nothing - service provided was seamless."
What were the circumstances that caused you to look for a financial adviser?
"Mortgage for first house purchase"
How did William Putnam help you?
"Will spent time getting to know what was important to us when considering the right mortgage product for us and he then spent time researching the market before providing us with clear and concise advice and recommendations. Will has been easily contactable and has kept our method of communication appropriate and effective ie. Arranging face to face meetings where beneficial, whilst communicating via email and post when sending us updates or formal documentation. Will is always happy to help and has been a pleasure to deal with."
Have you seen the outcome you were hoping for?
"Yes"
What could they have done better?
"N/A"
What were the circumstances that caused you to look for a financial adviser?
"Needed to update my buy to let mortgage"
How did William Putnam help you?
"found a new mortgage company at far better rates."
Have you seen the outcome you were hoping for?
"yes"
What could they have done better?
"Not a lot"
Please provide a brief comment about your experience with William
"William contacted me promptly, and although I have still got to secure my mortgage the financial advice that I have already been given has saved me money. William put my mind at ease as I have not been on the property market for a while and my knowledge was outdated, he explained what he was looking into for me and made me feel in safe hands. A very knowledgeable advisor who knew his products. I feel that I am in safe hands. On top of the fantastic advice I have been given has also been great treatment, o was asked to attend the office to personally meet William, he allocated me a parking space and on entry into the building o was shown to a meeting room and offered fresh coffee and biscuits. William advises me he would follow up on a couple of pieces of information he needed and had already done this before I had arrived home."
Please provide a brief comment about your experience with William
"Very helpful and knowledgeable."
"Churchgates acted for myself and my family providing full conveyancing, mortgage and financial advice during my recent first time property purchase in London. Everyone involved (Matthew, Jacqui, Will, Alwyn) have at all times been extremely communicative/available, professional and thorough in all their dealings with me, including providing the often forgotten support and understanding in a stressful and complex activity! I also found them extremely clear and accurate with initial fee estimates, and highly competitive costs wise overall, so I can think of no reason that Churchgates should not be the top of anybody's list when seeking mortgage, financial/investment or legal advice. Many thanks to all!"
What were the circumstances that caused you to look for a financial adviser?
"Professional advise was required as to the Best Buy to let deal possible for my particular situation"
How did William Putnam help you?
"William spent considerable time sourcing the best possible deal tailored for my requirements and current situation"
Have you seen the outcome you were hoping for?
"Yes indeed and the deal has far outweighed my initial expectations"
What could they have done better?
"Nothing to report here"
What were the circumstances that caused you to look for a financial adviser?
"Sought professional, reliable mortgage advice."
How did William Putnam help you?
"Provided professional, concise mortgage advice in an effective, prompt and polite manner."
Have you seen the outcome you were hoping for?
"Yes."
What could they have done better?
"N/A"
What were the circumstances that caused you to look for a financial adviser?
"I needed a mortgage for my first time house purchase."
How did William Putnam help you?
"Will Putnam was absolutely everything I could have hoped for. He kept the advice and content clear, easy to understand and was professional throughout. He kept me updated and answered any queries I had."
Have you seen the outcome you were hoping for?
"Definitely, I hoped for the best and that is what I got."
What could they have done better?
"In all honestly, I cannot think of anything Will could have done better, he truly did a fantastic job and I would have no problem recommending him to anyone."
