“Very professional, easy to deal with, always on hand to ask any queries too, overall we couldn’t fault the service.”
Mr L – York – December 2020
“Excellent, personalised service given with huge amounts of friendly, honest advice. Very satisfied.”
Mr S – York December 2020
“Great, friendly staff who are always putting the needs to of the customer first.”
Mr L – York December 2020
“Tom was very helpful throughout and made us feel confident about the advice given. I wouldn’t hesitate recommending fulcrum to friends and family.”
Mr D – York December 2020
“Very personable, clearly has a vested interest in his clients. Very thorough & attentive and would definitely recommend his services – all round great value & great service.”
Mr G – York – November 2020
“Roger has been giving us wise advice for over 15 years now and we have total trust in his recommendations. He tells it straight and we value that. Cheers Roger and no doubt speak again soon!”
Mr E – Spennymoor – November 2020
“As usual, outstanding service and financial advice provided by Roger and his team. Highly recommended.”
Mr B – York October 2020
“As always delivered a great service and found us a great product.”
Mr F – London October 2020
“Great service with added extras on top of what we came for such as a free will.”
Mr L – York October 2020
“Straight forward and easy to understand advice, with the benefit of pointing out potential issues that could arise.”
Mr Y – York September 2020
“Everything Roger and Julie do is for you and your best interests, I recommend them all the time and wouldn’t go anywhere else.”
Mrs G – Selby September 2020
“Roger provided a clear explanation at outset and made the whole process straightforward. Personable and friendly service.”
Mr P – London September 2020
“Always happy & helpful. Understood what we needed with our mortgage & found the best product for us. Great advice. Efficient service even during lockdown. Zoom meetings were great & it was just like we were sat in the office with Tom.”
Mr H – York September 2020
“Tom was a great help throughout our mortgage switch. Always quick to reply and explain things through when needed. I feel we got the best deal we could at the time, I will definitely be back in touch when the 5 year fixed is coming to an end. Obviously Covid stopped us meeting in person so next time will be nice to meet up, hopefully in the pub :-)”
Mr A – York September 2020
“We have trusted Roger and Julie with our finances for years and they have been there whenever we have needed their help. Whatever the product we have needed, be it re-mortgages or life insurance, they have delivered the product that we need giving us peace of mind and saving us time, stress and significant money in the process. I wouldn’t hesitate to recommend them as beyond being really nice people they are always totally focused and determined to provide a top class service.”
Mr H – North Shields August 2020
“Roger is so friendly, knowledgeable and experienced that any worry you might have about your mortgage disappears immediately as he has all the answers and solutions, putting you at ease at once. You couldn’t ask for better and more efficient service.”
Mr B – York August 2020
“Tom was helpful from start to finish. Couldn’t do any more for me and is a very very high valued employee of Fulcrum. Referred his details to many friends and colleagues. Cannot speak highly enough of him.”
Mr S-L Liverpool August 2020
“Tom was very efficient and explained everything very clearly.”
Mr E – York July 2020
“Friendly and prompt service from Roger and Caroline, I really recommend using Fulcrum Financial. I don’t plan on moving again soon but if I need to re-mortgage again in the future I know where I’ll be going :)”
Mr M – York July 2020
“Great service. Excellent communication. Delighted as usual with how you have helped me.”
Miss G – York July 2020
“Many thanks to Tom for making it a clear and easy process for us. Helpful & friendly nature of the team at Fulcrum and making it easy to understand the products available to us.”
Mrs O – York July 2020
“Fulcrum were recommended to me by family members who have used Roger for many years. Roger has always provided us with a great service, therefore I want to share that with friends and family so that they can save money on their mortgages.
“Roger reminds me when my mortgage needs renewing, without this it would no doubt roll onto standard interest rates before I realised. He then goes to great efforts to find the best deal and save us money. Fantastic service. Roger also makes a slightly dry (for me anyway) and complicated subject easy to understand.”
Mr O – York June 2020
“Roger and all the team are incredibly knowledgeable and helpful, there is nothing to fault. They are all super friendly and make talking about money, which can be an emotive subject, relaxed and straight forward.”
Mrs G – Selby June 2020
“I feel Roger has always worked in our interests & has had to deal with some tricky applications over the years… It was great that Roger proactively got in touch in plenty of time to start our remortgage application process…”
Mr M – York June 2020
“Tom has been excellent. He clearly and concisely explained everything to me and ensured I understood all of the options. I was thoroughly looked after.
“I was most impressed by Tom’s manner and how helpful he was. It was a very friendly but also knowledgeable service that I received.”
Miss B – York June 2020
“Rog has looked after us for years and is always the best. He introduced us to Tom in January this year and the service was second to none as usual. Very helpful and professional at all times. Every time we messaged to ask anything he always got back to us straight away. We wouldn’t go anywhere else, EVER!
“They’re not just financial advisors but mates too and we always feel welcome and happy once we either see or speak to any of the guys in the office.”
Mrs L – York May 2020
“Speed and ease of dealing with the Fulcrum team. Everything sorted quickly under the extreme circumstances of the current pandemic. Rog is a superstar.”
Mrs G – York May 2020
“Roger and then team were fantastic throughout, I couldn’t recommend them highly enough.”
Mr S – Stockport April 2020
“Always been really happy with Roger over the years, and this year we met Tom who was just as excellent. Professional and knowledgeable, gave great advice and the business always connect personally, so you walk out of the office feeling you’ve made a friend and not just renewed your mortgage, which i think is great. Would always recommend Fulcrum to anyone wanting financial advice.”
Mr J – York April 2020
“100% professional from first contact. Efficient, helpful and couldn’t have done anymore for us. Thanks Tom”
Mr D – York April 2020
“Fantastic service as always. Rog is highly knowledgeable and personable and gives support and advice way beyond what you might expect, and helps you realise what is important to you and your family. Couldn’t recommend Fulcrum enough.”
Mr L – York January 2020
“My wife and I have benefited from Roger’s advice for a few years now. We feel that he really gets involved and understands what we are looking for as a family rather than just another ‘deal’ to be struck. Roger, and Fulcrum generally, have always provided us with a superb service, are very engaging, and are lovely people. I wouldn’t hesitate to recommend the team to anyone.”
Mr C – Northallerton January 2020
“My experience was very good and Roger explained the process of overpaying and the benefits very well.”
Mr B – Bedale January 2020
“Have always found Roger and his team to be extremely helpful and knowledgeable. Roger has gone on to help family and friends with financial matters as a result of the excellent service I have received. Warm, welcoming, straightforward and honest. Feel safe with Roger’s help and advice. Wouldn’t go anywhere else.”
Mrs T – York January 2020
“Amazing services, all aspects of the new mortgage explained in full. Went over and above of what was expected of a FA. I wouldn’t use anyone else.”
Miss H and Mr M – York January 2020
“We had a brilliant experience with Tom. We found he communicated extremely well with us and nothing seemed to be too much for him.
“Tom’s professional approach alongside his friendliness. He ensured things were in place within tight timescales when we were going on holiday. He even met us on a Saturday morning because we couldn’t make an appointment during the week. We found him particularly useful in helping chase up the estate agent and solicitors too. Thank you!”
Miss E – York November 2019
“Rog, you are great – you know my financial needs and are able to make the process easy and stress free!”
Miss H – York November 2019
“Roger is simply a mortgage genius. Gives great advice. With a cup of tea. Wouldn’t go anywhere else!”
Mrs W – York October 2019
“Roger gives great advice and explains my financial requirements and needs in a way I am able to understand fully. I feel he takes my current personal circumstances and potential future circumstances into consideration when advising me on certain products. I 100% trust his financial knowledge and advice and would fully recommend using his company.”
Miss K – York October 2019
“Roger and his team work extremely hard to provide the best possible service. They have a friendly atmosphere but professional approach to the work they do. We’ve used Roger since buying our first home to now our forever family home. Wouldn’t go or trust anyone else. Thanks.”
Mr S – York October 2019
“Roger is very easy to do business with and makes the end to end mortgage process seem like a doddle when in reality it isn’t straightforward. I would feel confident recommending Roger to any friend of family member.”
Mr W – York September 2019
“Roger was very helpful and contacted lenders to check we would be suitable (as our situation was complicated by an upcoming job change). He was friendly and explained all parts of the process to us. We would definitely recommend him to friends.”
Mrs F-K – York September 2019
“Roger is a fantastic adviser as he is able to explain simply the processes that you are going through without talking down to you or judging your financial situation. The service has been first class throughout which has resulted in the right product for me and my family.”
Mr H – Garforth August 2019
“Roger took the time to listen very carefully and appraise our position and needs before explaining all options available in a very clear jargon free and understandable way. Absolutely no pressure or bias towards any particular product was shown and in the end Roger managed to secure us a great package with astonishing savings.”
Mr H – York August 2019
“Great service, friendly and welcoming. Easy to speak to when needed and always got a quick response to any queries.”
Mr M – Manchester July 2019
“The service I was given was professional, friendly, quick and tailored to my needs. Roger takes the hassle out of the process and made it so easy for me. Having no knowledge or understanding of re-mortgages, Roger explained things clearly and gave me total confidence that he was sourcing the right product for me.”
Miss M – Huddersfield July 2019
“Roger and Caroline are both quick to respond to email or phone, they are helpful, friendly and professional every time. It makes the whole process much easier.”
Mrs G – York, June 2019
“Excellent service, a complicated application, but handled very well.”
Mr B – York, May 2019
“Roger and his team provided excellent advice and support, talking us through every step of the process and ensuring we understood all aspects of the products, with no hidden surprises, we were made to feel at ease in a very friendly and warm environment. I would not hesitate recommending Fulcrum Financial Ltd.”
Mr T – York, May 2019
“Roger took the time to listen to my needs and found the perfect solution, tailored to my individual situation. He provided excellent advice and his team are incredibly hardworking, turning the advice into reality.”
Miss W – York, May 2019
“This is the 3rd time I have asked Roger to arrange a new mortgage for my wife & I. I’m always very pleased with the deals he finds for us. As I’ve used him before I have complete faith that he will always find us the best deal available at the time to suit our particular needs. I can highly recommend Fulcrum Financial as I’ve always had great service, you feel Roger treats his clients more as friends than customers.”
Mr S – York, March 2019
“Great service, by the whole team at Fulcrum. When the “system” appears to be unnecessarily hard and you feel you can’t move forwards you need an expert in your corner to cut through the nonsense …. Roger and the team are those experts!!! As a new BTL investor, Roger was patient and thorough with his explanations of products and process and when inevitable snags and bumps appeared in the road one call, and either solid advice from Roger, or a call on my behalf ironed it out in no time. I will be going forwards with Roger and the team as I hope to expand my investment portfolio. Great job and thank you.”
Mr W-H – Acomb, March 2019
“Very personable, knowledgeable, willing to listen and consider a range of options and products.”
Mr H – Haxby, February 2019
“Dealing with Roger and his team is easy and stress free as he is so professional and makes everything so easy to deal with. Exceptional service and highly recommend his services.”
Mr L – Tadcaster, February 2019
“Roger and Caroline were very professional and patient, the advice we received was genuine and personally tailored.”
Mr C – Huntingdon, January 2019
“Roger gave us exactly the advice we were hoping to get, plus extra advice on things that we hadn’t even considered. He was friendly, easy to talk to, but also extremely well-informed and a complete professional at all times in the process.”
Mr P – York, January 2019
“The experience was brilliant throughout. Everything was explained clearly, and I really felt valued as an individual, not just as a client. Working with Fulcrum Financial really made the whole process straightforward, and their support was really instrumental in my house purchase going through. I am very grateful to the whole team.”
Mrs P – York, December 2018
“Highly professional and put the customer first. I’ve felt other mortgage advisers I’ve spoken with in the past have put their business first rather than the customer. Fulcrum is all about the customer first and this is why I would always go back to Fulcrum.”
Mr S – York, December 2018
“Roger was extremely patient, offered excellent advice and very helpful in resolving an issue with the mortgage provider.”
Mr T – London, November 2018
“I have known Roger Parry for many years. He deftly and confidently advised and guided me with financial and mortgage advice. He takes a holistic approach to your current life situation while at the same time keeping focused on the goals. Professional, reliable, gives clear practical advice and highly recommended!”
Mrs G – York, November 2018
“A very comprehensive and professional service. Thank you”
Mr O – York, October 2018
“Roger and the team we’re very welcoming warm and friendly. And although I am / was very ‘green’ Roger was patient and thorough in the way he explained how (in my case remortgage and BTL) markets worked and where I personally sat. It was clear that he didn’t want me to over-expose myself and offered and continues to offer what I feel is good unbiased guidance and advice.”
Mr W-H – York, October 2018
“Roger provides a super service. He is approachable and always available for further contact. His access and knowledge of the financial market is excellent and he makes a range of recommendations that allows for a best fit for your personal circumstances. Fulcrum’s strength is to take an interest in the bigger picture around family finances and help steer you to the right choices for your particular situation. Personable approach and tailoring to maximise cover but minimise risk”.
Mr C – Huntington, October 2018
“Roger has always acted professionally and has his finger on the pulse at all times putting our needs at the forefront of any discussions”.
Mr L – York, September 2018
“Top work, personal service, super approachable”.
Mr R – Harrogate, September 2018
“The professional and personal approach taken to understand our own situation. Also Fulcrum managed to secure our mortgage in a much shorter time frame than going direct to the lenders. The process from start to finish was handled with the upmost professionalism. There was no pressure applied to what products were taken. We were given many options and then the products we chose for our situation were supported by Roger”.
Mr P – Leeds, September 2018
“Everything was explained to me”.
Mrs J – Leeds, August 2018
“Helpful and efficient”.
Miss B – Tamworth, August 2018
“To all at Fulcrum Financial Ltd, thank you for all your help and expert advise & for making my remortgage such an easy process. I look forward to dealing with you again in the near future! Thanks again for all your help!”
Mr T – Manchester, August 2018
“At my age (68) I thought it may be a problem getting a mortgage at a reasonable rate. Roger took only a few minutes to find a solution and a detailed phone call or 2 to get it accepted; something I would not have had the experience to do.”
Mr T – Pocklington, August 2018
“I would recommend Fulcrum and Roger because the service is efficient, personable and professional. I trust that advice and guidance is given in my personal best interests and, in the trauma and complications that buying a house can bring, it has been wonderfully reassuring to be cared for so professionally in terms of my mortgage arrangements. Thank you for your continued hard work and investment in my financial wellbeing”.
Mrs L – Coventry, August 2018
“Roger and Julie are very friendly and helpful and have always been honest and straight forward in the advice given, which we value and thank them very much for assisting us again with our mortgage”.
Mr H – York, July 2018
“Roger couldn’t have been more helpful. He went above and beyond and was a great support at such a difficult buy exciting time!”
Miss Q – York, July 2018
“The advisor was very easy to talk to and took time to understand our position and gave detailed and clear advice to help us find the way forward for us. We were really impressed with how much of a difference our meeting with Roger Parry made for us! It far exceeded our expectations and made us feel reassured and well taken care of”.
Miss S – York, July 2018
“Roger provides a very detailed and personal service. He explains everything very clearly, i believe he always has my best interests in mind”.
Mr O – York, June 2018
“Roger has continued to give us sound advice in financial matters for over 12 years, and our recent experience has been extremely positive”.
Mr T – York, June 2018
“Absolute first class service, makes the remortgage process a breeze knowing you are in the hands of an expert you can trust”.
Mr W – Poppleton, May 2018
“Faultless in all areas, quick and very responsive, took the stress of remortgage away from us. Excellent service”.
Mr F – Washington, May 2018
“Roger was great. Very personable, funny, made us feel relaxed and knew what he was talking about”.
Miss E – York, April 2018
“The process went very smoothly and the deal offered matched our need perfectly”.
Mr B – Stamford Bridge, April 2018
“An easy and pleasant experience”.
Mr S – Skipton, April 2018
“Roger’s exemplary treatment and customer focus made for a very enjoyable experience”.
Mr F – Otley, April 2018
“Roger is great at facilitating the paperwork process and explaining the loan options in a way that is understandable even to a novice. He also doesn’t easily take “no” for an answer and is not afraid to say, let me speak to your manager. He has his client’s best interest in mind at all times”.
Ms B – London, March 2018
“Professional and personal service. Highly knowledgeable adviser who took the time to understand my personal circumstances to ensure he advised on the most suitable product for my needs”.
Mr L – York, February 2018
“Very friendly and helpful service. Took into account my personal circumstances and worked around me to ensure that I could get things moving as soon as possible. Roger explained things well and he was extremely approachable”.
Dr M – Harrogate, February 2018
“We were really pleased with the advice that we were given. We feel that it has made a huge difference to our experience of acquiring a mortgage and that we would have been in a much less satisfactory position without having had this advice so we would certainly recommend our advisor to others”.
Mr W – York, February 2018
“Roger was very friendly and helped us get the best deal on the market for us taking our circumstances into account. We were in treated very well and all options were explained in detail”.
Mr B – Bedale, February 2018
“Dealing with Roger was an absolute pleasure and made the process extremely easy. He is very knowledgeable which installs confidence in knowing you have made the right decision in choosing the right product. I’ve already recommended him to friends and I will continue to do so. Cheers Roger might see you in the Guy Fawkes one night and I will definitely buy you a drink”.
Mr B – Strensall, February 2018
“Thanks to Roger and team for their support, insight and responsiveness. We will definitely be asking for your assistance in the future”.
Mr C – St Albans, January 2018
“Roger has detailed knowledge of the products, he presents as enthusiastic and enjoying his role so gives confidence that he is providing the best possible to suit our needs. He presents as being interested in our family and our needs”.
Mrs G – Thirsk, January 2018
“Highly recommended advisor referred to us by family and been excellent. Helped us out with securing a mortgage on two occasions now with a personal approach, sound advice and always feel like advisor goes above and beyond with level of dedication and attention to detail”.
Dr G – Tadcaster, January 2018
“Completely happy Roger. As on previous occasions, you provided what I wanted and was able to see me quickly and got everything done with minimal fuss”.
Mrs G – York, December 2017
“Just wish every town or city has a Roger, excellent at what they do.”
Mr H – Scunthorpe, December 2017
“Roger tells you it straight and makes you feel like he has your best interests at heart. Keeps it simple and quick”.
Miss B – Knottingley, December 2017