Lee's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 33 )
Retirement income (annuities, drawdown) ( 28 )
Investments and Savings ( 14 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 5 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 18 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 9 )
£100k - £200k ( 1 )
£50k - 100k ( 4 )
Review
by a verified client in South Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed help and advice regarding my pension
How has Lee White helped you?
He’s guided me in the right direction and helped me through my retirement transition
Have you seen the outcome you were hoping for?
Yes I am, very happy with the outcome
What could they have done better?
For me, I’ve not seen anything really that needs fixing
Lee:
Thank you for your kind feedback. We're delighted to hear that Lee was able to support and guide you through your retirement transition, and that you're happy with the outcome. We wish you all the very best for a long and enjoyable retirement. Kind regards The Waterbridge TeamReview
by a verified client in Yorkshire
7 months 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
Lee:
Thank you for your lovely review. We're so pleased that Lee’s advice has helped give you peace of mind in retirement and the freedom to enjoy this exciting stage of life. Warm regards The Waterbridge TeamReview
by a verified client in South Yorkshire
7 months 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!
Lee:
Thank you for taking the time to leave such a wonderful review. We’re delighted to hear that Lee was able to support you through an important life transition and help you achieve your goal of early retirement. Your kind words about his advice, follow-up, and service are greatly appreciated. We wish you a long, happy, and fulfilling retirement, and thank you for choosing Waterbridge Financial Planning. Best wishes The Waterbridge TeamReview
by a verified client in South Yorkshire
7 months 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.
Lee:
Thank you for your kind feedback. We're delighted to hear that Lee helped you achieve your financial goals and retire earlier than expected. It's wonderful to know that the advice and planning provided exceeded your expectations. We look forward to supporting you and your family in the future. Kind regards The Waterbridge TeamReview
by a verified client in South Yorkshire
7 months 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?
/
Lee:
Thank you for taking the time to share your experience. We're delighted to hear that Lee was able to understand your financial goals and help create a plan that delivered the outcomes you were hoping for. It has been a pleasure supporting you with your retirement planning, and we look forward to continuing to help you achieve your future financial aspirations. Thank you for your kind feedback. Regards The Waterbridge Team