What customers say
Based on genuine customer reviews
Derby-based Broadview Financial Services Ltd covers life insurance, mortgages and pensions, working from St Peter's House on Mansfield Road. As a life insurance agency, mortgage broker and pension office, its opening hours run on weekdays. Clients describe clear explanations of protection cover, home lending and retirement planning, with appointments starting on time and paperwork handled promptly.
The patience shown during life insurance applications is mentioned, alongside fair quotes and communication after each piece of work. Friendly staff made stressful decisions easier, and mortgage applications, pension transfers and protection policies are the main areas described.
Reviews
Reviews are taken from publicly available sources.
Ian was brilliant throughout the process of our morgage very helpful and patient with our questions and at the end of the phone when needed highly recommend Ian thank you Dave and Steph from Coventry
The services Ian Greig provided me as a first time buyer were phenomenal. He was with me every step of the way and handled everything professionally and efficiently. I would trust him with my life! Ian has helped so many others in my family over the years, I cannot recommend him enough. You know you're in safe hands when Ian is on the case. A true credit to the Broadview team.
Ian was great support through this process. Helpful with my endless questions. Always happy to double check things on my behalf and take the lead with speaking to solicitors. Would recommend.
We had a fantastic experience from start to finish with Zena, she was incredibly responsive, and kept me updated at every stage of the application, and made a normally stressful process completely seamless. I would highly recommended!" Thank you😊
I've used this company 3 or 4 times dealt with Mark turnbull I would have absolutely no hesitation in recommending him and the company he's genuinely helped me behond his duty first class terry roeves
We have used broadview Financial services for a couple of times to fix our mortgage this time we Had Ian Greig has our adviser , We can not recommend Ian highly enough , communication was so easy he helped us through the process so professional with a caring manor , very happy with our service from Ian .
Had fantastic advice and service for our recent mortgage purchase. We were given broadview details on a recommendation and were not dissapointed. From the initial contact and assessment through to finalising the agreement some months later, their patience and professionalism has been fantastic. Ian our advisor was easy to talk to and super organised in getting things arranged in quick time. Great communication throughout the whole process. We will use their services again in the future.
Financial advisers in Derby compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Derby are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Broadview Financial Services Ltd (this page) | ★ 5,0 | 182 | No |
| 2 | Crystal Clear Financial Planning Limited | ★ 5,0 | 111 | No |
| 3 | AMG Wealth (CHARTERED FIRM) | ★ 5,0 | 62 | No |
| 4 | Glenrose Financial Planners | ★ 5,0 | 27 | No |
| 5 | JMK Wealth Management Ltd | ★ 4,9 | 50 | No |