Lee Walker

What were the circumstances that caused you to initially look for an adviser?

To get better advise with a better return and good financial communication, with annual on-line meetings.

How has Lee Walker helped you?

Lee is a excellent communicator, he has the ability to communicate at all levels and has great people understanding. Lee has contacts in other areas and is always willing to introduce you. I have already seen an increase on my pension in my first 6 months as a client and look forward to more clientele years with Lee.

Have you seen the outcome you were hoping for?

Yes a very good start.

What could they have done better?

All positive so far, I made my own mind up and didn't look at any online reviews because you will know if this is the right move for you, for those wanting reassurance it great that it is available.

What were the circumstances that caused you to initially look for an adviser?

Husband died and I needed help with his pension

How has Lee Walker helped you?

He guided me in getting low risk options for my money along with acquiring the pension lump sum

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

In these uncertain times I don’t think so

What were the circumstances that caused you to initially look for an adviser?

Beginning to look at a relatives financial situation highlighted the need for some financial planning for retirement. I have had some financial advice in the past but from people employed by companies I have worked for that has been far from reliable.

How has Lee Walker helped you?

Keeping the investments in the correct funds appropriate to the level of risk I was willing to take.

Have you seen the outcome you were hoping for?

So far, so good!

What could they have done better?

Nothing. Lee has always said he is available at any time if there are any queries and we receive regular updates on our investments and savings.

What were the circumstances that caused you to initially look for an adviser?

We don't have the time or inclination to manage our own investments. Our previous advisor was retiring.

How has Lee Walker helped you?

He arranged for the transfer of a pension in to a product suitable for drawdown in the future and inheritance tax protected.

Have you seen the outcome you were hoping for?

Yes, it has grown considerably since the transfer, although not need for income as yet.

What could they have done better?

Nothing, the pandemic affected all investments.

What were the circumstances that caused you to initially look for an adviser?

Opting out of company run system and professional advise was needed

How has Lee Walker helped you?

Excellent advise handled transfer smoothly and took worry away

Have you seen the outcome you were hoping for?

Most definitely highly than expected returns in a difficult market