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

I absolutely recommend Dan

I absolutely recommend Dan. I have been entrusting him with my financial affairs for 7 years now. He is an absolute professional and knows his stuff. Happy to recommend him and I often do. He is honest and trustworthy an all round great guy to work with.

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

10/10 Recommend Jake Williams

10/10 Recommend Jake Williams

My friend and I both had really good experience with Jake for two different house purchases. As a first time buyer I had no idea of how mortgage works and always felt lost at the time, however, Jake managed to secure a deal for me that was better than my own bank could of offered. He explained and answered all my questions in detail which was clear and easy to understand. Thank you Jake for your patience and commitment that made the whole process stress-free and super fast. Excellent customer service and expert knowledge of the mortgage world!

July 7, 2025
Unprompted review
Rated 5 out of 5 stars

First Class Service

The Well Financial service was efficient, personal and professional. The firm are my go-to mortgage and protection advisers. I highly recommend.

July 1, 2024
Unprompted review
Rated 5 out of 5 stars

We wouldn’t hesitate to recommend

We had a fantastic experience with our mortgage advisor, Dan, and couldn’t be happier with the service he provided throughout our recent house purchase.

From the beginning, Dan took the time to explain all our mortgage options clearly and in plain language, which made the whole process feel a lot less daunting. He gave us the confidence to make informed decisions without any pressure.

What really stood out was his ongoing support, he was always quick to respond to our questions, even outside of meetings, and kept us updated every step of the way. When interest rates dropped, Dan acted quickly to secure us a better deal, which we really appreciated.

He also made the process of porting our existing mortgage while arranging a new one incredibly smooth. What could have been a stressful experience ended up feeling manageable and straightforward.

Dan is professional, personable, and truly knows his stuff. We wouldn’t hesitate to recommend him and will definitely be back when it’s time to remortgage.

May 15, 2025
Unprompted review
Rated 5 out of 5 stars

We had a fantastic experience

We had a fantastic experience with our mortgage advisor, Dan, throughout our recent house purchase. From the very beginning, Dan clearly explained all our mortgage options in a way that was easy to understand, giving us the confidence to make informed decisions.
What also stood out was Dan's ongoing support and communication - he was always happy to answer our questions, even after meetings and consistently kept us updated at each stage of the process. When the rates went down, he made sure to get us the better rate. Dan's help in porting an existing mortgage while arranging a new one made what could have been a stressful process feel smooth and manageable.
Professional, personable and highly knowledgeable - we couldn't recommend Dan more highly. We'll be using his services again when we come to remortgage in the future.

June 18, 2025
Unprompted review
Rated 5 out of 5 stars

Chris was very helpful and communicated…

Chris was very helpful and communicated our policy very well to myself and my business partner. I would recommend Chris to anybody thinking of taking out a policy or any other services they provide. The process was simple and a great bloke to go with it 🙏🏻

June 16, 2025
Unprompted review
Rated 5 out of 5 stars

Great service from Jake

Great service from Jake, as always. We used Jake for the first time 7 years ago and have continued to be impressed with his level of service - using him for new mortgages and remortgaging. He is responsive, knowledgeable, reliable and always happy to help. Highly recommend.

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

Dan has been excellent in dealing with…

Dan has been excellent in dealing with our remortgage. Keeping us posted on developments and making necessary changes that takes the stress off us and gives us peace of mind. He's a highly recommended and trusted advisor.

June 12, 2025
Unprompted review
Rated 5 out of 5 stars

Dan is a mega-star!

Dan is a mega-star! He genuinely cares about the quality of his work and his attention to detail in finding the best possible outcome is truly remarkable. We’ll be back again and again.

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

Dan was great all the way through the…

Dan was great all the way through the process. No question was too big or too small and I was never made to feel silly for asking something if I didn’t understand. He would constantly look to find us the best possible rate and offered great advice the whole way through. We have used him several times as we have complete trust in him.

June 11, 2025
Unprompted review
Rated 5 out of 5 stars

Outstanding Service from Dan

Outstanding Service from Dan – Truly Went Above and Beyond! ⭐⭐⭐⭐⭐

We can’t thank Dan enough for the incredible support and service we received throughout our mortgage journey.

From the very start, they went over and above for me and my wife, to make sure we secured the best mortgage deal possible. It wasn’t a straightforward case, but nothing was ever too much trouble. Dan was always available to explain everything in simple terms, guide us through every step, and give us complete confidence in the process.

Not only did they help us secure a great mortgage, but they also made sure all our insurances were in place—again, taking the time to make sure we understood what we were covered for and why it mattered.

It’s rare to find someone who genuinely cares as much as Dan does and works this hard for their clients. Professional, reliable, and totally dedicated. We wouldn’t hesitate to recommend Dan a Well Financial to anyone looking for a mortgage broker who truly goes the extra mile.

Thank you again for everything – we couldn’t have done it without you.

August 12, 2024
Unprompted review
Rated 5 out of 5 stars

Excellent service and made the…

Excellent service and made the necessary information accessible and easy to understand. What really stood out in my customer experience is that my needs were valued and the insurance offered niche to that. A really refreshing moment when we spend so much time dealing with machines and computers that say no!

October 30, 2024
Unprompted review
Rated 5 out of 5 stars

Friendly, knowledgeable and Supportive

I’ve had the pleasure of working with Chris Harland at Well Financial and couldn’t recommend him more highly. He’s a genuinely good guy — professional, patient, and incredibly knowledgeable. Chris takes the time to explain things clearly without any pressure, and his advice has always felt considered and tailored to my situation. A rare find in the world of financial services — trustworthy, down-to-earth, and genuinely helpful. Highly recommended.

June 9, 2025
Unprompted review
Rated 5 out of 5 stars

We recently secured our first home and…

We recently secured our first home and couldn’t have done it without the incredible support of Dan. His knowledge and expertise throughout the mortgage process were absolutely fantastic, he made what could have been a stressful experience feel smooth and manageable. Dan was always available to answer our questions, explained everything clearly, and truly went above and beyond to help us find the best option. We’ll definitely be using him again in the future and would highly recommend him to anyone looking for a reliable and knowledgeable mortgage broker!

March 31, 2025
Unprompted review
Rated 5 out of 5 stars

Great service

Great service.
Takes a lot of the stress of sorting your mortgage out. He got our original mortgage and then contacted us ahead of time when the mortgage needed renewing.
Very flexible when arranging meetings and customer friendly.

June 8, 2025
Unprompted review
Rated 5 out of 5 stars

I’ve been working with Dan on the…

I’ve been working with Dan on the remortgaging of my property for several years now, and each experience has been excellent. Dan is incredibly thorough with every detail of the process, and I’ve never been disappointed with the service. He takes the time to explain every step clearly, ensuring everything is easy to understand. I’m definitely planning to work with Dan again for my next remortgage.

August 29, 2024
Unprompted review

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