Advise Wise Reviews 115

It is simple to use & very client friendly & Advisor friendly.
Great piece of kit

Tim was incredibly helpful to speak to, lots of help navigating the site and understanding overall process.

I always use Advise Wise for my equity release cases, contacting Tim Feather as soon as I have a new case. His help is invaluable, including help with sourcing, walking me through the new tools which can help with the clients, and any case queries in general.
The online fact find is also useful to be able to demonstrate all avenues have been explored when demonstrating compliance internally.

We recently onboarded with Advise Wise, Lewis was fantastic in making this process easy and seamless. He also gave time out of his day to talk our consultant through the system and show them how it all worked. This was extremely valuable for us and the system is so easy to use. Nothing seemed to much for him, if only his beloved Leeds could score a goal.
All the best, thanks for your help Lewis.

Tim Feathers of AdviseWise was very helpful with his demonstration on the Advisewise Equity Release Platform.

Had a demo with Tim to walk through the system which was very helpful. I am surprised how easy it is to use and how clear everything is laid out. Plenty of functions that we don't have with our existing sourcing platform that I feel will now help to source the most suitable product much quicker.

I used this firm for my case they r unprofessional just try to take money from you guys please go any where else never used this firm for your case specially mr shahid.

Advise Wise is a great portal with exception functionality. The BDM (Tim) is an invaluable resource which I have used many times to successfully place equity release cases which are difficult to place. Tim has great knowledge and what he doesn’t know, he will find out in a swift, friendly and efficient manner.

Advise Wise and BDM Tim Feather have proved of enormous benefit to me and my company. Access to knowledge and immediate responses are, sadly, relatively rare in todays busy financial services world.

This is not the case with Tim, his speedy response and wide knowledge are proving invaluable

Great portal! The functionality is incredibly intuitive – everything is laid out clearly, and it's easy to navigate. Tim Feather (BDM) kindly ran through a demo with me, which was really useful – he took the time to explain everything clearly and made sure I was comfortable using all the features. Amazing service!

Lewis has been most helpful with my recent client enquiry and really appreciate his time and help.

The business development manager I spoke to was very knowledgeable and provided me with the relevant information I required

Really useful intro to Advise from Tim..I look forward seeing what the system can offer me and my clients.
Thanks again Tim for the clarity in which you delivered the demo today !

Excellent help from Tim Feather to sort a tech issue on the sourcing - not AW's fault - Prompt help on any aspect of Later Life lending. Keep it up and thank you.

The system is very easy to navigate and makes logical sense, if there are any issues the team are on hand and both very helpful and knowledgeable

It has reduced my workload whilst also producing more professional looking documentation which I feel is far more client friendly

All the team and especially Dan Edmondson are incredibly knowledgeable, supportive and expert in their field. There is a variety of resources available in later life lending, you should have them all in your kit bag. If AdviseWise isn’t, you should add them without delay.

I’m very pleased with the way the team handled my son's case, professional, knowledgeable, and fully committed from start to finish. Thanks their expertise and strategic approach, we achieved a successful outcome.
I also want to commend Shahid and mustasim for their excellent support and coordination throughout the process. Their efficiency and professionalism made everything smoother and more manageable.
Highly recommended

I can only concur with the many comments expressing thoughts on the Advice Wise System. On first sight it's highly professional, functional, easy to use, and has all the essential elements to facilitate a seamless compliant journey to process an Equity Release application. Well done to Dan, Tim and Lewis on your hard work in communicating the Advise Wise system to Equity Release Specialists and also Mortgage Advisors qualified to advise on ER too.

I recently contacted Advise Wise for some help with regards to criteria as I had a more complex enquiry. I spoke with Lewis who was fantastic. He was really helpful approaching the lenders on my behalf with my queries and kept me updated throughout the process. Incredibly professional and I will definitely contact Lewis and the team again in the future when looking to place any later life lending cases.