Financial Adviser CompareAdd your business
← Back to Bournemouth
SB

Step By Step Financial Solutions Bournemouth

5.0(60 reviews)See reviews ↓·Bournemouth

What customers say

Based on genuine customer reviews

Bournemouth clients of this financial advice firm repeatedly single out the personal attention given to first-time buyers working through property purchases and mortgage applications. Staff members Greg, Weronika and Artur Bajdas are named in feedback, with customers crediting their patience, professionalism and willingness to explain each stage until matters became clear. Reviewers describe purchases that became drawn out being managed calmly, with reassurance offered throughout and questions fielded promptly. A recurring observation concerns the range of mortgage and insurance products the team can access, which clients say helped secure favourable terms despite difficult market conditions.

Communication is another theme, with advisers maintaining contact from the initial enquiry through to completion. Several accounts mention speed, thoroughness and a refusal to give up when an obstacle appeared, with alternatives pursued until a resolution emerged. Clients arranging both a mortgage and associated insurance cover in one process also feature, alongside those simply seeking dependable guidance on their circumstances. Gratitude is expressed for the care taken to understand individual needs and for the ease with which a potentially stressful experience was handled.

Financial AdvisorHome Insurance AgencyInsurance brokerLife Insurance Agency
Step By Step Financial Solutions Bournemouth — Customer photo
Step By Step Financial Solutions Bournemouth — Customer photo

Reviews

Reviews are taken from publicly available sources.

MR
Magdalena Rzepka9 June 2026

I've had a great experience working with Grzegorz. He is professional, easy to communicate with, and always willing to help whenever needed. The whole process was smooth and straightforward, and whenever challenges came up, Grzegorz was there to make them much easier to handle. What I appreciate most is his reliability and friendly approach. I would happily recommend Grzegorz to anyone looking for someone trustworthy and knowledgeable to work with.

GL
George Lapusan19 April 2026

Greg and the team have been amazing, made the process smooth and got us the best deal

PP
piotr piasecki16 March 2026

A company that 100% deserves 5 stars. The people working in this company are able to make every effort to ensure that the client (in this case, me) is understood as to the needs and reliably present and advise on the steps taken regarding the financial venture. With a clear conscience, I highly recommend it and thank you very much for the work you have done conscientiously!

PC
Paulina Choudhry9 March 2026

Very professional, good, and fast service. They always try to stay in touch with the client. They're amazing at giving advice. They work very hard and thoroughly. If something doesn't work out, they don't give up easily. They always try to find a solution. 5 stars. Incredible team, I recommend them.

EB
Ewa Bartosiewicz29 December 2025

Very professional company on every level. Can't thank enough my mortgage advisor Ewa Kamińska for the help during whole buying process - from the very beginning until the day I've collected the keys to my new place. Highly recommend cooperation with Step by Step!

ST
Sebastian toporski4 November 2025

From start to finish, the Step By Step Financial Solutions team was professional, knowledgeable, and incredibly supportive. Guiding me through every step of the process of buying my first property. Made what could be an extremely stressful experience very easy-going. Thank you very much to everyone at Step By Step Financial Solutions Bournemouth.

KT
Kamil T26 August 2025

We are very happy with the service. They helped us with our first mortgage. Greg is a brilliant financial advisor. He answered any questions we had and guide us through the process. It was very easy to get a hold of him if we needed anything. We recommend this company.

Financial advisers in Bournemouth 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 Bournemouth are compared.

RankProviderRatingReviewsOpen Sat.
1Strategic Solutions Financial Services★ 5,082No
2Step By Step Financial Solutions Bournemouth (this page)★ 5,060No
3Ben James Wealth Management★ 5,040No
4Charlwood IFA - Independent Financial Advisers★ 4,980No
5St Barts Finance Bournemouth★ 4,860No
Contact
Working hours
Monday09:30–17:00
Tuesday09:30–17:00
Wednesday09:30–17:00
Thursday09:30–17:00
Friday09:30–17:00
SaturdayClosed
SundayClosed