Reviews for IRON WEALTH MANAGEMENT, WALTON
5/5 from Pak
3 years ago
3 years ago
Helen from Iron Wealth has helped me on 4 separate property mortgage applications. She has went above and beyond in all these occasions, helped me find the best mortgage offer for my situation, advising me on each step patiently and diligently. Her professionalism made me trust that I can rely on their service again and again. I highly recommend this company.
5/5 from Caroline
3 years ago
3 years ago
Helen and her team provide efficient services and professional advices during the whole process of mortgage application and do follow up close to the progress to make sure the exchange going smoothly. Highly recommended.
5/5 from yak
4 years ago
4 years ago
Helen provides us her professional knowledge in our mortgage application procedures with care! I had previously received a mortgage offer on a property, however, the purchase fell through due to vendor losing their upper chain and having to pull out. We had therefore sourced a new property and submitted a new mortgage application again. Finally, I obtained a new mortgage offer on the new property, and moved in! There are not smooth and easy processes in these two mortgage applications, Helen helped me to communicate with the lender and the lawyers to keep tract with the application status in order to make sure the completion on-time. Thanks for Helen's contribution during the engagement.
5/5 from Fontane
4 years ago
4 years ago
I’d wholeheartedly recommend Helen and her team to anyone who looks to invest in UK properties with mortgage. I’m a first-time buyer living overseas and Helen has been very helpful in guiding me through the acquisition process - not only did she help in arranging buy-to-let mortgage with the best interest rate and terms, she also helped in many other ways which were way out of her scope of work. Applying for mortgages and buying properties overseas can be so much easier with the help of a professional, competent, responsive, friendly and informative mortgage agent. Highly recommended!
5/5 from Julie
4 years ago
4 years ago
Helen and Zoe helped me get a mortgage for my first home. They had been very supportive, helpful and efficient throughout the whole process. I highly recommend Iron Wealth Management.
5/5 from Edwin
5 years ago
5 years ago
Tony and Helen are extremely professional and knowledge in the field of wealth management. They always tailor their services to your needs and strives to achieve the best possible solution for your finances. I highly recommend the both of them as they truly offer a highly personalise level of service, rather than an "off the script" style of service as you would expect with larger wealth management companies.
5/5 from Lam
5 years ago
5 years ago
Helen and Tony are very helpful and professional. They helped me to get a loan for my first house in UK.
I just followed their clear instructions without any worries.
I strongly recommend Iron Wealth Management to my friends and family. Thanks again for your help.
Wish your business success!
5/5 from May
5 years ago
5 years ago
I would whole heartedly recommend Iron Wealth especially Helen.
I am lucky to Helen to be my mortgage broker. She is nice and helpful. Nothing is too much trouble and always available to answer and explain the steps in mortgage application and property purchase process. It was especially helpful for overseas buyer like me not familiar with the Uk system.
I would see Helen as a friend and more than my broker. She is very trustworthy, patient friendly and very quickly response to any of my enquiries.
Amazing!
5/5 from Gail
6 years ago
6 years ago
Tony began managing my finances and pension fund two years ago. While I was really keen to find a trusted FA, I was also really apprehensive about the whole process. After finally taking the plunge, I initially spoke on the phone with Tony a couple of times, then we met up in person to discuss how he could help me.
He made a lot of suggestions and helped me consolidate several old pension funds into one plan (something I would not have had the patience or stamina to do alone). He helped me maximise contributions into my works pension plan for previous years, and provided advice around other savings and investments.
I appreciate how thorough and patient he is and how quickly he comes back to me if I send any questions or queries his way. I'm really glad I found Tony and I value his advice and support. I only wish I had taken the plunge a few years before.....
5/5 from Miranda
6 years ago
6 years ago
I met Tony about a year ago and for the first time in many years I feel that my financial portfolio is being properly managed. Tony is one of a rare few; he is extremely hard working, educated and knowledgable, trustworthy, considerate, genuinely caring and willing to spend all the time I need talking through my finances and making sure that I understand all my options. He is always willing to pick up the phone to answer questions and he never makes me feel that I am taking up too much of his time. He has made astute recommendations to me regarding my pension and investments during the past year and helped my family towards an extremely healthy financial situation. I would be extremely unhappy if I had to resume management of my finances without his help and guidance. I honestly can't recommend Tony enough to anyone looking for knowledgeable, trustworthy and sensible financial advice.