Advise Wise Anmeldelser 121

Recently had a walkthrough demonstration with Tim where he showed me all of the benefits of using Advise Wise. The fact that everything is stored in one place makes keeping on top of things much easier. I'm sure there's plenty more to uncover as I work through it.

Starting using Advisewise only this week and Tim Feather handled all of our training with great attention to detail. System is really good and is so easy to use and would recommend both Advisewise and our BDM to anyone.

Steve Bortoft helped me following the declinature of a case 6 weeks after an ER offer due to a Legal issue. He took the issue, , he then pulled together the views of most of the ER Provider market into significant and specific research which allowed me to make a recommendation. As I am an occasional ER Adviser he took me back through the Platform and facilities as a reminder , which was very helpful. I'd thoroughly recommend AW and Steve.

I was recently demonstrated the Advisewise ER sourcing system and was impressed with how easy the system was to navigate, the number of tools available for the ER adviser to use both client facing and back office. It literally is a platform that you could run an entire Equity Release advice business from. Outstanding as was the service received from Tim Feather who could not be any more helpful 10/10.

I made a request to receive some info about the Advise Wise Platform and I was sent a link and received a timely phone call.
Well I am glad I did Tim took his time explaining how it worked and the different sections on start to finish
Thank you
Tim

Good sourcing platform, clear, and easy to understand the results. Also knowledgeable a team behind the scenes

great website for product sourcing , good back up from the team at Advise Wise and webinar participation with under writting contents is excellent.

It's been a pleasure to work with Advise Wise over the last three years. Their sourcing platform, offering a diverse range of products to brokers, aligns seamlessly with our mission to help everyone access the benefits they're entitled to. As a professional partner we have benefited from invaluable introductions as we support the equity release market and entitledto is grateful for Advise Wise’s responsive and responsible nature to helping individuals considering equity release understand how their benefits may be affected.

Having worked with Daniel and the Advise Wise team for some time now, I have always been impressed by their focus on putting the later life lending adviser at the heat of everything they do. Advise Wise manages to blend dedicated adviser support with modern tech integrations in every step of the advice journey. From my perspective in the legal side of the market, it is really important to work with firms that have similar goals and objectives in making the process as seamless as possible and leveraging technology to streamline adviser interaction - something that Advise Wise do very well.

Matthew Taylor, Business Development Director, Equilaw.

I've been working with Daniel Edmondson at Advise Wise since I joined the equity release sector. Dan is always a pleasure to deal with and I greatly value the partnership relationship I have with him, and Advise Wise more generally. Dan is always friendly and approachable and is always going above and beyond when serving his adviser community. Keep up the good work Dan!

Our experiences and relationship with AdviseWise has been nothing but positive. From our perspective as a provider of Lifetime Mortgages, when working with our distribution partners we are keen to have good lines of communication and ongoing support to ensure our products are correctly displayed for brokers to view and ultimately deliver good client outcomes. Since AdviseWise launched we have found them to be extremely supportive and responsive at all levels and we look forward to working with them moving forwards. Chris Smyth, Partnership Development Manager LV=

Absolutely love Advise Wise

Fantastic platform / sourcing tool for brokers in later life Space Daniel Edmondson key account manager is really approachable always happy to help and from perspective of a new entrant to the market has been a great sounding board for ideas and pointer in the right direction for myself . I Highly recommend Advise Wise to any potential users

It is always a pleasure to work with AdviseWise and in particular Daniel Edmondson. The advisers at AdviseWise are all knowledgeable and work hard to provide the best level of service to their clients.

Steve Bortoft and the entire team are quick to respond, have great Knowledge and keen to help and support advisers. Loving the Suitability Letter template and teh comparison of providers tool. A pleasure to work with them

This platform has become my daily companion, thanks to its user-friendly calculators that provide accurate and up-to-date information. The educational resources offered by Advise Wise have been nothing short of invaluable for me.
The how-to guides provided on the website are fantastic, making them easy to follow and understand. Whether you're a novice or someone well-versed in equity release, these guides cater to all levels of expertise.
One of the standout features for me has been the marketing toolkits. They are not only comprehensive but also fabulous in terms of the resources they offer. The ability to access a wealth of marketing materials has undoubtedly enhanced my understanding and outreach in the field.
Navigating the lending criteria landscape can be a daunting task, but the lenders hub on Advise Wise has proven to be my go-to resource for all the information I need. It's a one-stop-shop that saves time and effort, providing clarity on various lending criteria.
The upskill webinars offered by Advise Wise are another additional benefit. Having attended several, I appreciate the depth of knowledge shared, and the fact that they provide certificates for CPD is an added bonus. It's a testament to the platform's commitment to continuous learning and professional development.
I would be lost without Advise Wise. The platform's dedication to providing accurate information, educational resources, and tools for both novices and seasoned professionals makes it a standout. I give Advise Wise a well-deserved 5 stars. It has become an integral part of my daily routine.

The service we receive is remarkable. Steve understands our business and our clients needs. Has an in depth knowledge of the market. He gave us 5 options when we were out of ideas.
Amazing!

I have frequently relied on Advise Wise over the past few years - and will continue to do so. Russell has been top draw and cant recommend enough!

I have sought advice on two occasions in the last year for difficult LTM cases, on both occasions Steve has responded within the hour with a wonderfully comprehensive answer! Head & shoulders above the rest for professionalism and product knowledge.

Exceptional service and technical knowledge again from Steve Bortoft. I never leave feedback or reviews so that fact I am says everything.

I had a query regarding a properties suitability as security linked to potential flood risk and Steve not only answered my query immediately, he did so in detail and took time to explain steps that I can myself undertake to now enhance my own client initial enquiry/boarding process.

Brilliant no less!

Ian Watters

I am so pleased I am able to refer to Jane, and now Steven, for help when I get stuck with a difficult case, which is becoming more and more common as lenders become more and more inflexible. Their knowledge of all things equity release is unsurpassed. And they respond quickly, with a smile and words of support and understanding! Thank you both for all your help. Makes my life, and ultimately the client's life, so much easier. I couldn't do it without you!!