BLG Wealth Ltd

I have worked with Steven for a number of years and have always trusted his honest and open opinions on the best course for me to take. Steven certainly knows his market. He works with me to understand what outcome I am looking for from my investment and how best to use the money that I have available to obtain the best reward, all based on the risk that I want to take.

Steve Rothon has been our Financial Advisor since 2014 and over the last three years he has advised us across a range of portfolio investments, showing both breadth and depth of knowledge that puts him way up in the top quartile of the people I have dealt with over the last 30 years. More importantly, Steve deeply cares about the people he advises and has become both a friend and confidant to my wife and I, covering such diverse issues as portfolio investments, inheritance tax planning, coping with a world dominated by Trump and Brexit, as well as the ups and downs of the Chelsea football team - perhaps the only area in which I would question his judgement. In all other matters Steve has my full trust!".

I just wanted to let you know how grateful I am to Deepak, for sorting out our mortgage. He went above and beyond what was expected. He met not just me, but also Marian and my daughter Olivia, to completely understand our needs. He then found us a mortgage that suited us perfectly. He managed the entire process from application to completion faultlessly, and kept us appraised at all times. He also did all this in a much shorter timescale than I expected. All in all, I am very impressed with his level of execution, service and professionalism. I shall be recommending him (and BLG Wealth) to anyone I know who needs a mortgage. Thanks again to Deepak (and BLG Wealth).

“ I have been a client of Adam Patt for close to 20 years. During that period he has provided exemplary advice on my pension arrangements and other aspects of my personal financial affairs. I have recommended him to my daughter and to close personal friends in the past and would not hesitate in doing so in the future”

We originally learnt about BLG Wealth from a mutual friend from Church. Aly had just come into an inheritance, and we were looking for a sensible place to put our money, that would grow in the medium to long term, but also be easily accessible. (We knew with two young children there would be large bills to pay in the following years). Our BLG wealth representative got to know us; took time to understand, not only our financial situation, but our attitudes to risk and what we would be happy with. A tailored product was then put together that has delivered exactly what we expected, more so in fact, as the inheritance came in 2007 and we've weathered the intervening storm better than either of us expected. As an amusing aside the only fund that did not perform was the one I insisted on choosing myself! (lesson learnt). As the money has been invested for ten years now were beginning to see it really work for us, decisions and choices made back then with the help of our representative are really beginning to bear fruit. Over the years, due to the continued contact with the same representative, we've come to see him as a friend and look forward to his regular visits.

I just wanted to write a quick email to express our pleasure working with Steve and the excellent service both he and BLG Wealth provided. Steve was extremely knowledgeable and approachable concerning the options available to us. He took time to understand our requirements, and ensured we had the best product for our needs without any hard sell. The whole process was relaxing and open and I would happily recommend Steve.

I just wanted to let you know how grateful I am to Deepak, for sorting out our mortgage. He went above and beyond what was expected. He met not just me, but also Marian and my daughter Olivia, to completely understand our needs. He then found us a mortgage that suited us perfectly. He managed the entire process from application to completion faultlessly, and kept us appraised at all times. He also did all this in a much shorter timescale than I expected. All in all, I am very impressed with his level of execution, service and professionalism. I shall be recommending him (and BLG Wealth) to anyone I know who needs a mortgage. Thanks again to Deepak (and BLG Wealth).

Last year I founf myself in a very tricky situation upon purchasing a property at auction. Deepak went above and beyond his duties to help push the sale through in time and made every step easy to understand in layman terms and was a complete star through the whole process. I could not have asked for more, nor could I give him any higher feedback than that. Best, Richard

I would like to say how pleased I any with the way Adam has handled my account. Adam has always been highly professional, good knowledge and very patient and his support is appreciated.

I found Deepak to be very professional, friendly and helpful. He went through everything in a clear and concise manner, explained everything that I needed to know, and had a very happy outcome. I would definitely recommend him to family and friends, and would use him again in a shot. Everything you would want in a mortgage adviser.

I've known Cara Ferns for about 4 years. She has always helped me out with mortgages and dealing with loans etc. Her service has been absolutely fantastic; she has always given me courtesy calls, kept me informed on how things have progressed. She is very efficient and all I've ever had to do is sign things. I've recommended her to my friends and family even puts herself out on things she doesn't have to do, like setting up my life insurance and giving me general advice. I couldn't have met a friendlier and more polite and helpful lady. I honestly believe that Cara would be a great asset to any company and I wish her all the best for the future.

The service we received from Cara was brilliant, I can't say enough about how well she tailored our mortgage and insurances to meet our needs. She is definitely someone we will both strongly recommend and use again in the future. As first time buyers the whole process was quite daunting until we sat down with Cara, she fully explained the process and put us at ease. She set everything up for us, from our mortgage to our mortgage protection and our buildings and contents insurance. If ever we were unsure on anything she was there to reassure and assist in any which way possible. We want to thank Cara for making our purchase possible, if it wasn't for you I don't think we would be in our beautiful little home today - not only because you arranged our mortgage but because of the support you offered throughout that scary process.

I was due to come out of my fixed term mortgage with Santander 2 years after we bought our first home. We didn't know what we needed to do to remortgage. Cara was very helpful by telling us what we details we needed to provide her with, we came up with a struggle as we had a couple of missed payments on a catalogue but Cara never gave up. She advised us where we could get our credit report from as a lender required this. After providing the credit report Cara was able to arrange our mortgage with Kensington finance. We have been happy with the service Cara has provided and would definitely recommend her and use her in the future.

Buying a house can be extremely stressful, but Cara made the whole experience as pain free as possible. She helped find the best mortgage to suit our needs and personal circumstances, whilst offering an incredibly efficient and professional service. She communicated effectively with both us and the mortgage provider throughout the whole process, making sure we were always aware of any updates. She was exceptionally knowledgeable in her field and we knew we were in safe hands. Cara was also very informative and helpful with our home and life insurances. I’d highly recommend Cara's service to anyone else looking to get a mortgage!

Since 2012 my family and I have had many dealings with Cara. From Buy to let mortgage products, to residential, to re-mortgages and equity release. In all arrangements Cara remained extremely professional and inviting to talk to. Ensuring not only that mortgages were arranged but also advising which product would suit our personal needs best. Any form of communication was promptly replied to and actioned upon. When dealing with Cara you not only get the professionalism and expertise required but you also get a personal service. This makes what can be an extremely stressful time just that little bit easier. In all correspondence I felt I was getting a 100% from Cara in terms of input, advice and information. I, personally would highly recommend Cara.

Cara took full ownership of managing the end to end journey of our Help To Buy mortgage. We were fully informed throughout the process and Cara really went above and beyond in making everything as simple as possible for us. We work long hours during the week and have very little time to digest documents where we do not fully understand what is being explained, Cara was extremely accommodating and took extra time out of her day to fully explain the elements throughout the processes jargon free. Cara also provided a heads up on when we would expect documents to come through and when we needed to pay extra attention to certain parts so we fully understood. We were that pleased with Cara’s attitude and professionalism she subsequently handled our re-mortgage. I would recommend Cara’s services to all my friends and family.