Mortgage & Protection Adviser
I have been working in the financial industry since 2002, with mortgage and protection advice a speciality since 2005. I am proud to say clients returning to me as well as referring me to family and friends over the years is a very successful part of my business.
Starting my working life in estate agency and then personal banking has given me a great overview of my industry, being able to give rounded advice and information to anyone requiring my help. My thirst for learning means even the rarest and most complex of cases only gives me a new challenge to overcome.
My adventures having left FA Wealth for 9 months only furthered my belief that this is the best place for me to work, as unlike other companies I have worked with I feel client care is top of their agenda. I look forward to adding to my previous 5 years of service alongside FA Wealth, and my clients old and new will only benefit from that continued partnership.
I first went to see David Adamson some 10 years ago when I was looking for a mortgage on a little
cottage in Oxford. I’ve moved 3 times since then, and remortgaged every 2 or so years, each time with
the invaluable help and support of David. More recently me and my husband have also taken out life
and critical illness insurance, again with David’s help.
Before meeting with David, I’d tried using an inhouse mortgage broker at an estate agents, and was rather put off by the experience, feeling like I was forced into a mortgage product without a full understanding of the implications of whether it was right with me. I think as a result, I was a little sceptical when I walked into David’s office all those years ago, and was on my guard in case I would be similarly taken advantage of.
I needn’t have been concerned. Perhaps the quality I value most in David is his integrity. He is an incredibly honest and open person, who has never tried to ‘sell’ a product in his life. From that first meeting, it was clear to me that David’s top concern was finding a product that was right for me and my circumstances, and that has been the case ever since.
The whole experience of finding a mortgage or remortgaging feels entirely personalized and tailored to our needs and is informed by David’s scrupulous preparation and information gathering to ensure that his advice fits with our requirements and our financial limits. David also makes the whole process as easy and smooth as possible by being incredibly flexible in terms of when and where to meet, (we have a young child and so David comes to visit us at home after bedtime) and by being very organised and carrying a mobile scanner as an easy way to gather all the paper work!
In recent times, illness has unfortunately meant a change in circumstances for me, and David has gone over and above what I could possibly have expected to find an affordable remortgage product for my family. I can’t tell you how much I have appreciated his support at this time, and the strain it has taken out of our circumstances to have a financial advisor that we can entirely and utterly trust and rely upon.
I cannot recommend David highly enough; he has made each of our house moves and remortgages simple and easy and has helped put in place insurances that protect my family’s long-term future. He’s also a very lovely person, and we always look forward to seeing him. I regularly recommend David to friends and family, and for anyone looking to get a mortgage/ remortgage or insurance, I’d strongly advise seeing David.
- Helen, October 2019
I wanted to write a review about David Adamson and how, as a first time buyer, he showed great service and how further on in my second mortgage approved by him it’s all easy going smoothly. He explains everything really well and his team have been a great help.
I found David through an estate agent who recommended him I took a gamble and it paid off he’s excellent.
I’m young and living on my own and find these issues tricky yet this process was so easy thanks to him and his team. I would recommend anyone to him - he’s great.
- Louisa, October 2019
We initially contacted David Adamson to assist in a three-house mortgage situation which seemed complex to
us. David was able to assist us in evaluating the viability of this.
David assisted with a mortgage arrangements several years ago when he was based in a local estate agent (from which the house was purchased) and we found his explanations straightforward and reassuring. He was able to provide us with various scenarios, offering prompt solutions, which would illustrate affordability to us.
I particularly like his lain language, home visits to fit in around working schedules. David is personable and very efficient. He is always quick to respond to any queries we have.
- Rosanna, October 2019