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

Users describe positive interactions with staff, highlighting exceptional support and guidance throughout the... See more

Service

Customers consistently note positive experiences with service, highlighting exceptional and knowledgeable... See more

Customer service

Reviewers mention positive feedback about customer service, highlighting prompt, clear, and professional... See more

User experience

Customers report positive experiences with user experience, noting that processes are made calm, clear, and... See more

Response time

Clients share positive opinions on response time, highlighting prompt, clear, and reliable communication... 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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Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews. Reviews are the opinions of individual users and not of Trustpilot. Read more

Rated 5 out of 5 stars

Great company

Great company. They helped get my mortgage from start to finish. The process was quick and simple.
They even got me a better rate on my mortgage as my house took ages to complete. Thank you Again!

January 15, 2026
Unprompted review
Rated 5 out of 5 stars

Jake has been absolutely fantastic…

Jake has been absolutely fantastic throughout the whole process, explaining everything clearly and always responding quickly to any queries we had with our mortgage. We will definitely use his services again in the future. Top notch.

January 14, 2026
Unprompted review
Rated 5 out of 5 stars

Excellent customer experience

I had a great experience working with Jake as my mortgage advisor.
He was recommended by my brother, so I approached Jake to help me with two mortgage applications. He made the experience stress-free and straightforward. He is very knowledgeable, professional and supportive. From the beginning, he answered every question with care and made sure I was getting the best deal available.

I would definitely recommend him to anyone looking for expert advice and excellent customer service.

Thank you, Jake.

December 22, 2025
Unprompted review
Rated 5 out of 5 stars

Exceptional Service

Jake has been nothing short of exceptional as a mortgage advisor for us. He's gone above and beyond to not only help us secure a good mortgage in a timely manner but also advise us on matters related to our current financial situation and future planning.
I'd highly recommend him and Well Financial to anyone seeking guidance and advice in this space!

December 3, 2025
Unprompted review
Rated 5 out of 5 stars

⭐️⭐️⭐️⭐️⭐️ Outstanding Service from Start to…

⭐️⭐️⭐️⭐️⭐️ Outstanding Service from Start to Finish!

I can’t recommend Dan Dawes from Well Financial highly enough. He has handled my mortgages and life insurance with incredible professionalism, care, and attention to detail. Dan went above and beyond to make the whole process smooth, stress-free, and completely transparent.

He took the time to explain every option clearly, found me an excellent deal, and kept me updated at every stage. What really stood out was how approachable and responsive he was — always just a call or message away whenever I had a question.

Thanks to Dan’s expertise and dedication, everything came together perfectly. I wouldn’t hesitate to recommend him to anyone looking for a trustworthy, knowledgeable, and genuinely supportive mortgage broker.

Thank you, Dan, for all your hard work — you’ve been brilliant!

— Beqir Doku

November 21, 2024
Unprompted review
Rated 5 out of 5 stars

A hastle free service

Jake is simple the best, used him now on 2 occasions. Just send him the docs he requires and he does the rest. Perfect communication through just on WhatsApp.

October 17, 2025
Unprompted review
Rated 5 out of 5 stars

amazing service!

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 being so reliable, knowledgeable and for putting my mind at rest by making the process less scary! 1000/10 recommend :)

October 1, 2025
Unprompted review
Rated 5 out of 5 stars

Professional, knowledgeable and patient …

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 understood everything and advised me when I needed. His patience, reassurance and knowledge are all things I needed and I would recommend him to anyone. Thank you for all your work and time!

October 13, 2025
Unprompted review
Rated 5 out of 5 stars

Amazing service!

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 made us feel at ease. He explained everything really well, set clear expectations and we couldn’t have asked for a better mortgage advisor. Thank you!

September 29, 2025
Unprompted review
Rated 5 out of 5 stars

We had a really great experience!

We had a really great experience working with Jake as our mortgage advisor. From the beginning, he was approachable, clear, and incredibly helpful in walking us through our options. He explained everything in a way that made sense, which gave us real confidence in the decisions we were making.

What stood out most was how calm and reassuring he was throughout the process. Mortgages can feel overwhelming, but Jake made the experience straightforward and stress-free. He was always quick to respond, answered every question with care, and made sure we were getting the best deal available.

We wouldn’t hesitate to recommend him to anyone looking for expert advice and genuine support.

July 26, 2025
Unprompted review
Rated 5 out of 5 stars

Perfect for the self-employed first time buyer

Jake has been an excellent and reassuring presence throughout the process of buying a house and getting a mortgage. He is exremely knowledgable, highly competent and gave us total confidence every step of the way. As first time buyers we had no idea what to do when applying for a mortgage but Jake made sure everything was super clear and easy to understand. This was especially good because my partner and I are both self-employed and mortgages can be a bit more complicated for people like us. We would highly recommend Jake and Well Financial to anyone in a similar position to us. In fact, we've already passed his details onto several friends.

July 23, 2025
Unprompted review
Rated 5 out of 5 stars

Jake & Josh did our mortgage renewal…

Jake & Josh did our mortgage renewal this week and I couldn’t be happier with the service provided! Will definitely be using them again in the future & I have also recommended them to all of my friends. I literally had to just upload some documents that was it, the rest they handled which was so easy! Thanks guys!

July 22, 2025
Unprompted review

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