Professional Financial Advice


Sound financial advice

My previous adviser had retired and my investments had not been reviewed for some years. Lee reviewed my investments, began the process of transferring some of them into ISAs and advised selling some in favour of new investments. Lee's advice has proved to be sound, and my investments have increased in value under his care.


Kept regularly informed

Lee arranged a mortgage, pension and investment, Life insurance and home insurance. We have purchased the house and we have the insurances in place. The investments have commenced. We received very good service and were kept informed of progress on a regular basis. Lee came to our home on a few occasions and we never felt hurried to make decisions. Lee explained anything that we did not understand.


As always, an excellent service

We have used Lee for a number of years, he has always provided an excellent service and always has the time and patience to discuss the matters at hand. I honestly, I don't see how Lee could improve his service, his advice, delivery and knowledge of product are first rate


Independent impartial advice

Lee gave my clients independent impartial advice, leaving my clients happy and in turn myself. I am very happy and more than satisfied with the service received.