Reviews of Fulcrum Financial Ltd. (Insurance Broker) in York (North Yorkshire).

Fulcrum Financial Ltd

26 Reviews

26 Comments

Insurance broker

Mortgage broker

27 High Petergate, York YO1 7HP, United Kingdom

Description

Information of Fulcrum Financial Ltd, Insurance broker in York (North Yorkshire)

On this page you’ll find the address, open hours, more popular times, the contact, photos and real reviews of this business.

This business has received very good reviews from their customers, so probably it’s a place you should try if you are looking for this kind of services.

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Open hours of Fulcrum Financial Ltd

Reviews of Fulcrum Financial Ltd

L. W.

We used Tom Metcalfe at Fulcrum to guide us through getting our first mortgage. His detailed but simplified explanations were extremely helpful as were his timely response to all queries.Would highly recommend.

N. O.

Roger and the team at Fulcrum Financial have provided us with mortgage application and renewal advice on a number of occasions now. The advice and guidance provided is always simple, straightforward and good quality. I can confidently say that without Fulcrum Financial our mortgage payments would be significantly more expensive. We would also have missed renewal dates which would have been very expensive had Roger not tracked our mortgage term and got us in to sort out a renewal deal. A really friendly and caring service, Roger has developed a great relationship that us that will hopefully last a lifetime. I never hesitate to recommend Fulcrum Financial to friends, family and anyone else who will listen. Keep up the great work guys.

M. N.

Roger is the definition of 'true gentleman'. He and his team provide outstanding service from start to finish of finding the right mortgage. We have been made to feel like highly valued customers and nothing is too much trouble for Roger and the team. Roger makes the whole experience (which under normal circumstances can be stressful) feel easy and even a pleasure. I have already recommended Fulcrum Financial to many friends and family - and would highly encourage anyone looking for a great mortgage deal/experience to speak to Roger and the team.

L. P.

Roger and more recently Minnie. Have gone above and beyond to help us in finding the best mortgage deals out there for us. Roger got us our very first mortgage deal over 10 years ago. He is the best bloke around. Friendly, professional and honest. We wouldn't go anywhere else now. Minnie this week has also been very lovely and caring in helping us while we have been dealing with other things. Couldn't ask for a better team. Thank you again ♡

S. F.

Roger and his team were recommended to me and needless to say, I am so pleased we chose Fulcrum Financial. Their customer service and advice is exemplary. Naturally, selecting a mortgage and all of the associated protections can be a fairly daunting prospect, however Roger and the team took time to explain the full pros and cons of each product and my partner and I both feel we have got the ‘best in class’ mortgage and protection packages. This coupled with their 'door is always open for advice' policy means I will never go anywhere else! I would thoroughly recommend

B. T.

Tom Metcalfe was brilliant from start to finish! He listened to our situation and offered personalised options for us to choose from, each with a slightly different perspective in terms of short term cash flow vs long term repayment. We had a change in circumstances during the remortgage process, which meant Tom having to redo almost everything, he remained accommodating, responsive and professional throughout. The process was made simple and stress free and we will always be using Tom going forward for all of our mortgage needs. Thanks again!

K. Y.

Yet again arranging a mortgage with Fulcrum Financial was easy. It was explained professionally but in a straightforward manner that was easy to understand. I am so appreciative. The difference with this company is they really do have your best interests at heart, taking into account personal circumstances to make sure the deal is the most suitable available. Thank you to Roger and his team.

A. S.

Having used the servies of Fulcrum Financial, specifically Tom for my first mortgage, I have nothing but good things to say. Tom was knowledagble, reassuring and committed to finding the best option for me and nothing was too much trouble. He is clearly a commited and professional individual and I would not hesitate to recommend him to anyone. Thanks Tom

T. K.

Roger and his team were superb when I obtained a mortgage through Fulcrum after recently returning from living overseas. Roger is incredibly knowledgeable and is able to cut to the chase about what makes the most sense given individual circumstances. I always dreaded getting financial advice but my mind was put at ease and am very grateful for the service I received.

M. N.

Roger and the team at Fulcrum Financial have provided consistently excellent service to help me choose the right mortgage. They are highly professional, knowledgeable, friendly and efficient and made the whole process much easier. I would recommend Fulcrum Financial to anyone looking for a mortgage. Thank you Roger and team!

J. H.

I have used Roger at Fulcrum Financial to set up two mortgages - a residential mortgage and a buy to let mortgage. Roger made the whole process really simple and stress free, especially since I'd never bought an investment property before. He is friendly, approachable and explains things without all the financial jargon that most people don't understand. I would not hesitate to recommend him to anyone who needs financial assistance and he got me a great deal too. Don't go to your high street lender, use Fulcrum Financial as they're guaranteed to find better rates.

A. P.

We've never had an easier experience applying for a mortgage, and one of us is self employed!! Fulcrum selected the right provider with a great rate but where we were also likely to be approved. When we needed to move earlier than expected, Fulcrum managed to switch our product (saving us money) then when the move went through we didn't have to pay any charges. The service is great, always a smile and your best interests at heart. We'll never go anywhere else

J. D. E.

Roger is simply fantastic to deal with! He knows his industry inside out and talks through the plethora of options in a way that is easy to grasp. One thing I love about dealing with Roger is you know 100% that he has your best interests at heart. He's an engaging guy with the heart of a lion and I would whole-heartedly recommend Roger to my friends, family, clients in the knowledge that he will provide exceptional service, every time.

G. B.

A client of mine recommended Fulcrum Financial in conversation, when I was moaning on about my mortgage interest rate I had a meeting with Fulcrum Financial about my requirements, they made the whole re-mortgage really straightforward & pain free. I wouldn't hesitate to recommend Fulcrum Financial, they were so easy and straightforward to work with.

D. O.

Fulcrum obtained a mortgage and then a remortgage for me on my property in recent times and were great to deal with. Roger and his team took all the pain out of the process and got me a deal in both cases which I don’t think anyone could have beaten. Highly recommended.

R. S.

I am currently dealing with both Tom and Caroline. The professionalism and knowledge of them both is second to none. So polite and friendly and warm too. Would give 7 stars if I could for this lovely local Outfit.

A. S.

Roger and his team are the premier league of the mortgage and protection industry!! During the largest, (potentially) most stressful financial decision of your life, they guide you and support you through it all, seamlessly project managing everything!! Patience, professionalism and an Unparalleled knowledge of the market meant I could think of the important things like soft furnishings... can’t thank or recommend you enough..

S. H.

Roger has a superb skill at cutting the jargon and taking his time walking you through the different options and packages available. no question is ever a silly question and you always feel comfortable. Several friends/colleagues have since used Fulcrum and had similar if not better experiences.

J. M.

The whole team at Fulcrum Financial are a real dream to deal with - honest, straight talking and highly knowledgeable. My dealings with both Roger and Tom have been an absolute pleasure!

S. P.

I used Fulcrum Financial recently for a remortgage on our current property. Extremely pleased with the service I got from Roger and the team who were friendly and professional throughout the process. Would definitely use again.

L. T.

Roger and team secured us a non-straightforward mortgage in v complex times (global pandemic). Advice and support were clear, friendly and effective. Would highly recommend - saved us a lot of stress in a really hectic period.

A. W.

Roger and his team have always been brilliant. They've found us the best deals, worked tirelessly to get them in place and have been great to work with. Great advice, and really reliable. Would HIGHLY recommend.

D. B.

Absolutely outstanding service from start to finish. The team were incredibly helpful throughout taking a huge burden off the whole house purchase. What I really valued was their total honest and up front approach meaning we always knew where we stood from start to finish. I can highly recommend !

P. T.

Roger is brilliant. He's sorted us out a great deal on our mortgage and even sent us links to get our (mine and my wife's) wills done free of charge! Thanks Roger.

A. M.

We’ve been going to Roger for financial advice and products for years: you’re always guaranteed a brew, a warm welcome, and honest, expert advice at Fulcrum.

S. J.

Very professional good advise Roger and his team always go the extra mile to be helpful

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