Lee's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 32 )
Retirement income (annuities, drawdown) ( 27 )
Investments and Savings ( 14 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 5 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 17 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 9 )
£100k - £200k ( 1 )
£50k - 100k ( 4 )
Review
by a verified client in Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Lee White helped you?
Lee has helped to take away the Financial worries of retirement. W
Have you seen the outcome you were hoping for?
With expert advice we are free to enjoy our retirement.
What could they have done better?
N/A
Review
by a verified client in South Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recently made redundant and needed financial advice.
How has Lee White helped you?
Lee’s been amazing with his advice and always follows up with any actions. Lee’s helped me with financial advice and early retirement planning.
Have you seen the outcome you were hoping for?
Yes - I’ve managed to retire early.
What could they have done better?
Nothing!
Review
by a verified client in South Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To plan for mine and my wife’s future retirement and planning for my children’s education.
How has Lee White helped you?
Lee went through what my future financial goals were and how I could meet them.
Have you seen the outcome you were hoping for?
Yes, Lee was excellent in terms of advice and expertise in financial planning and pensions. I have now retired earlier than expected and all in fact my goals have been exceeded.
What could they have done better?
Nothing that I can think of. Lee has been fantastic.
Review
by a verified client in South Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking for retirement advice and help with the best way forward with a number of pension plans.
How has Lee White helped you?
Lee has helped by understanding my financial aspirations and developing the appropriate plans to achieve these.
Have you seen the outcome you were hoping for?
Yes, I’m really pleased with the outcomes achieved :)
What could they have done better?
/
Review
by a verified client in West Yorkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A friend of mine who worked at the same company recommended Lee, and I trusted her judgement - really glad I did!
How has Lee White helped you?
He has taken a decent pension pot to one where I am not too concerned by future events - the pandemic was my first experience of difficulties but my portfolio under Lee’s guidance has bounced right back.
Have you seen the outcome you were hoping for?
Absolutely, beyond my expectations…
What could they have done better?
I assume they could if Lee had a crystal ball but I am more than happy with what’s been achieved.
Lee:
Thank you so much for your wonderful feedback! We’re thrilled to hear that Lee has been able to give you peace of mind and help your pension portfolio perform so well, even through challenging times like the pandemic. It’s fantastic that the outcome has exceeded your expectations—that’s exactly what we strive for. We truly appreciate your trust and recommendation, and we look forward to continuing to support your financial goals in the future. If you ever need anything, please don’t hesitate to reach out. Best wishes The Waterbridge Team