• Four Stages Finance

  • Mortgages - The start of the journey.

  • Investments – Putting in the work now for rewards later.

  • Protection & further investments – Watching things grow.

  • Retirement Planning – Watching your hard work pay off.

Client Testimonials

  • We had got ourselves in a lot of debt and could not see a way out until this professional walked into our home. His mannerisms, and dedication to us was something we had never encountered before. We explained all our debt and with different options available we left it all with our adviser to sort. With our adviser’s hard work and commitment to a very difficult case, he succeeded in clearing all our debts. All we can say is ‘THANK YOU’ and you will never know how much you have improved our lives.

    Client Mr W & Mrs W (debt consolidation)
  • I had no experience in purchasing property, and I was quite daunted by the thought of going through the whole process, . . . . In my meetings with [my adviser], we discussed mortgage options together . . . . [My adviser] avoided using baffling jargon, so I always felt part of the process. I liked how friendly and approachable [my adviser] was, and as a first-time buyer it is reassuring to have someone ‘on your side’ through it all.

    Client Mr S (first time buyer)
  • We have been using Four Stages Finance services since 2013 so we did not hesitate to contact them when we needed to remortgage. It was our first time working with our adviser and after listening to our needs he quickly found a mortgage suitable for us. Our adviser was extremely helpful and knowledgeable and provided a stress free, painless process throughout.

    Client Mr B (remortgage)
  • I contacted my adviser as we recently had our first child and wanted some advice on life & critical illness insurance. Within a couple of days, we had our life & critical illness insurance sorted. Our cover was so much more comprehensive than our previous cover for only a few pounds extra per month. The service provided was quick, reliable, and enabled us to relax that our family were protected.

    Client Mr R (protecting my family)
  • We cannot believe the hard work, time, and dedication our adviser gave us.  He made us feel we had known him for years and we were his only clients. Our adviser also included in his service life insurance for both my husband and mother, and also insurance for my husband if out of work, which neither of them had before. With all the hard work, man hours, and commitment, the bill was very very reasonable for all he has done for us. Plus, we feel as if we’ve also gained a friendship.

    Client Mr W & Mrs W (protecting my income)
  • My adviser has continued to deliver an excellent service supported by the FSF office members, who ensure any updates or changes discussed are correctly, promptly and professionally actioned and communicated. The service and advice I have received over the years has always been clearly explained and discussed.  In my opinion, sound financial advice is critical for anyone planning long term financial needs and requirements and I am very satisfied with the service received to date.

    Client Mrs B (growing my wealth)
  • Prior to meeting our adviser, my husband and I had inherited some money. Our adviser was very good and was able to sort everything out for us. Our adviser was very good at putting us at ease and meeting with her gave us a lot of confidence. She was warm and caring, and we felt we could trust her. We didn’t know what was safe when it came to money but our trust in our adviser has really made us feel secure.

    Client Mrs R (inheritance planning)
  • The assistance I received from your adviser was reassuring at the critical time of transferring our pensions / ISAs in a drawdown format. All the questions I had set out were answered professionally and gave me the confidence to move forward.

    Client Mr D (planning for retirement)

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