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.


Contact info

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

Excellent service - Case handler William Wiggins co-ordinated brilliantly from start to finish and provided the funds required in a short span of time.

June 6, 2024
Unprompted review
Rated 5 out of 5 stars

Excellent service from Optimisefinance…

Excellent service from Optimisefinance and in particular William Wiggins to help secure my loan notwithstanding the number of hurdles that were presented to us during the application process. I found William to be very approachable and professional who understood my circumstances and reasons for consolidation. I would have no hesitation in recommending Optimisefinance to other people.

April 11, 2024
Unprompted review
Rated 5 out of 5 stars

Thank you Daniel Perez!

I've just managed to refinance through this company, and found that of the four companies that I approached, Optimise Finance were the friendliest, most efficient, came up with the best deal that worked for me,was presented with different options to suit my needs, and they seemed to be the most knowledgeable. There was no pressure, no sales pitch, just advice and tailored assistance. Daniel Perez was the advisor who helped me from start to finish, he was fantastic, respectful and understood our needs perfectly. He had brilliant people skills. 👏 thank you for your help Daniel and helping us to achieve our goal!

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

Excellent service

Excellent service thanks to Dan for finding the right product for my circumstances and completing the process so quickly and hassle free. I would definitely recommend using Optimisefinance.

February 9, 2024
Unprompted review
Rated 5 out of 5 stars

A massive thank you for your exceptional service

I applied for a loan at a very delicate and sensitive time in my life. It was great to see how Will Wiggins and his team understood and respected my circumstances in a very nonjudgemental way. Every query was responded to in time and with ample clarity all the way. I am grateful extremely pleased with the quality of their work, together with the outcomes. (TT)

November 21, 2023
Unprompted review
Rated 5 out of 5 stars

Excellent customer service

Excellent customer service, Dan and Mark were absolutely brilliant. Dan found the perfect product for us and the turnaround was super quick. Nothing was never too much trouble. I would highly recommend.

November 9, 2023
Unprompted review
Rated 5 out of 5 stars

William wiggins

William wiggins. Has been super throughout applications
They found the best possible solution to support us.
Brilliant customer service never once did he make me feel embarrassed along the way with our finances.
Would definitely recommend the company.

October 24, 2023
Unprompted review
Rated 5 out of 5 stars

Louise Baker and Matthew Mottershead…

Louise Baker and Matthew Mottershead have been absolute superstars regarding my application.
They found the best possible solution to support us.
Brilliant customer service never once did they make us feel embarrassed along the way with our finances.
Would definitely recommend the company.

October 11, 2023
Unprompted review
Rated 5 out of 5 stars

Andy

The broker Louise Baker never gave in and she got me the product I needed where other companies couldn’t
She kept me informed at every stage of the process I would absolutely recommend her and Optimize finance

September 1, 2023
Unprompted review

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