Testimonials
What Our Happy Clients Says About Us
I was looking for a financial adviser after my marriage ended 6 years ago, Lee came highly recommended from a couple of my work colleagues. From our first meeting, Lee made me feel comfortable and confident in the information he was providing, no sales patter, just straight forward advice and how best to manage my portfolio. If you’re looking for a straight talking, friendly and knowledgeable Financial Adviser, give Lee a call, you won’t be disappointed.
Both myself and my husband have been clients of Lee for the past 10 years. He was recommended to me by a former colleague of his. I gave Lee a ring and he came to see me a couple of nights later. Lee actually sat down for nearly 2 hours to explain everything to me, what would happen, about the risks I could encounter. We both sorted out our Wills and Probate, which was something that nobody likes to do and it was dealt with compassionately and professionally. Since being clients of Lee, my policy increased by 50% of my original policy and to say I am happy would be an understatement. A true honest gentleman who takes pride in what he does for a living.
Lee has provided clear advice over the years, always listening carefully to my financial requirements at each stage. He is excellent at keeping me updated with the latest advice as things change. A real pleasure to work with.