Lee's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 17 )
Retirement income (annuities, drawdown) ( 13 )
Investments and Savings ( 7 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 2 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 8 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 5 )
£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?
Annual review
How has Lee White helped you?
Lee has beenmy financial advisor for last couple of years and now I am approaching retirement time for myself,so Lee has all the information that I require for a comfortable and peace of mind retirement
Have you seen the outcome you were hoping for?
The outcomes I'm looking for are in progress at the moment
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?
Dissatisfied with my previous advisor
How has Lee White helped you?
With good sound advice
Have you seen the outcome you were hoping for?
Better than expected
What could they have done better?
Nothing
Review
by a verified client in Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My lack of knowledge around pensions and retirement
How has Lee White helped you?
Lee has given me confidence that he will look after me if I am left on my own. I just know he won't let me down.
Have you seen the outcome you were hoping for?
As I didn't have a clue what to expect I am happy that he is obviously investing my money in the right areas.
What could they have done better?
Not sure there is anything he could do better. Just carry on looking after me.
Review
by a verified client in West Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was retiring and requied some financial advice.
How has Lee White helped you?
He has invested my pension and advised on te best options to meet you needs.
Have you seen the outcome you were hoping for?
My pension is performing as expected and I'm happy with the advice given.
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?
Basically I know nothing about pensions so called Lee
How has Lee White helped you?
Getting me set up using quilter
Have you seen the outcome you were hoping for?
Yes I think so
What could they have done better?
Not really sure