Lee's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 22 )
Retirement income (annuities, drawdown) ( 17 )
Investments and Savings ( 9 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 2 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 10 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 8 )
£100k - £200k ( 1 )
£50k - 100k ( 4 )
Review
by a verified client in West Yorkshire
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Moving my work pension to a retirement account
How has Lee White helped you?
Set up and managed my investments professionally and always available to discuss my concerns and issues with my account.
Have you seen the outcome you were hoping for?
I am very happy with how Lee is handling my account.
What could they have done better?
Cannot think of anything more that could have been done to make my account or my confidence in Lee and the team better.
Lee:
Thank you so much for your kind words and thoughtful feedback. We're delighted to hear that you've had such a positive experience working with Lee and the team. It's great to know that the transition of your work pension was handled smoothly and that you're happy with how your investments are being managed. We’re especially pleased that you feel confident and supported—being available to discuss your concerns and provide reassurance is something we take great pride in. If there's ever anything more we can do, please don’t hesitate to reach out. We're always here to help. Warmest regards, The Waterbridge TeamReview
by a verified client in South Yorkshire
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
BSC pension was folding, so I could either leave it with BSC till I was 65,or draw it out , and put it somewhere else. Se
How has Lee White helped you?
Setting up the pension, and advising me on the strategy on taking it forward. Y
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
No idea.
Lee:
Thank you for taking the time to leave your feedback. We're really glad to hear that Lee was able to support you through the transition from your previous pension and help set up a strategy that works for you moving forward. It's great to know that you've seen the outcome you were hoping for. We understand how important these decisions are, and we're pleased we could help make the process smooth and reassuring. If you ever have any questions or need further guidance, we're always here to help. Thanks again for choosing Waterbridge! Warm regards, The Waterbridge TeamReview
by a verified client in South Yorkshire
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Transferring my pension to a drawdown.
How has Lee White helped you?
Transfered my pension into a drawdown.
Have you seen the outcome you were hoping for?
Yes even after taking a fixed sum each month my pension pot is still healthy . I only asked Lee to invest in low risk so I'm sure if I wanted to invest with a higher risk it might be far better but I'm more than happy with results as they stand.
What could they have done better?
Maybe lower charges slightly.
Lee:
Thank you so much for your thoughtful feedback! We're really pleased to hear that you're happy with the outcome of your pension drawdown and that Lee was able to support you in achieving a healthy and low-risk investment strategy that suits your needs. We appreciate your comment about charges—transparency and value are very important to us, and your input helps us continue to improve our service. If you ever have any questions or would like to explore different investment options in the future, we're always here to help. Thanks again for trusting us with your financial journey! Warm regards, The Waterbridge TeamReview
by a verified client in South Yorkshire
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had numerous pension pots and needed advice on what to do with these. We also had money to invest for our children.
How has Lee White helped you?
Lee went through all the pension pots I had, and which were worth keeping as they were and what could be consolidated. He also advised on where to consolidate these to achieve the best results. Lee also advised on the best investments for the children's money.
Have you seen the outcome you were hoping for?
I have seen consistent growth of this consolidated pension over the time it has been invested. For the childrens investments this has also consistently grown over time.
What could they have done better?
Nothing Lee explained everything a clear and concise manner that was easy for a novice to understand.
Lee:
Thank you so much for your kind and thoughtful feedback. We're delighted to hear that Lee was able to provide clear and concise guidance that made a real difference for you. It's great to know that the consolidation of your pension pots and the investment advice for your children's future have both shown consistent growth—exactly the outcome we strive for. We truly appreciate you taking the time to share your experience. If you ever have any further questions or need additional support, please don’t hesitate to reach out. We're always here to help. Best Wishes The Waterbridge TeamReview
by a verified client in Lincolnshire
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed someone we could trust with our finances
How has Lee White helped you?
Lee has helped us plan for the future and helped us make decisions long term
Have you seen the outcome you were hoping for?
Yes. Everything is as hoped for.
What could they have done better?
I can't see anything that could have been different or better.
Lee:
Thank you so much for your lovely feedback. We're really pleased to hear that you felt comfortable trusting us with your finances and that Lee has been able to support you in planning for the long term. It's great to know that everything has worked out just as you'd hoped. We're always here if you need anything else or have any questions in the future! Warm regards The Waterbridge Team