Testimonials
Read some of the feedback received from clients.Lee has provided me with a high standard of professional advice for well over a decade. During this period my career has experienced both rapid advances and unforeseen challenges. I have found that Lee has always tailored his advice to meet these “twists and turns”. I look forward to receiving his c...
Lee is an attentive and approachable adviser who has over the years provided me with excellent guidance on my pension and on investments generally. He understands that, with limited time available and a fairly low boredom threshold, I need readily comprehensible information presented in a user-frien...
Lee provides a high quality service, tailored to my needs at that time and not driven by immediate product sales. He works with you to plan properly for long term financial requirements and structures his advice depending on your risk appetite. I have introduced Lee to other colleagues and family, a...
Lee provides a highly professional and attentive service. Lee is very level-headed and his sound advice and judgement is greatly appreciated, particularly in these challenging times. As a lawyer I am most impressed by, and grateful for, Lee’s meticulous attention to detail.
I believe my relationship with Lee is very much a long-term partnership. He listens to my requests for information and guidance and will only suggest investments or protection for my family and I that best fit the situation. An example is my present situation where he knows I am not heavily investin...
