Reviewed for
Insurance and Protection ( 35 )
Mortgages ( 8 )
Pensions ( 235 )
Equity Release ( 11 )
Retirement income (annuities, drawdown) ( 138 )
Auto Enrolment ( 2 )
Investments and Savings ( 170 )
Pension Transfers - Non Specialist ( 51 )
Inheritance Planning ( 86 )
Long Term Care ( 24 )
Pension Transfers - Specialist ( 42 )
Financial Planning ( 58 )
Financial Mentoring ( 14 )
Financial Coaching ( 7 )
Reviewers' assets
£500k+ ( 39 )
£200k - £500k ( 47 )
£100k - £200k ( 23 )
£50k - 100k ( 5 )
Up to £50k ( 6 )
Client reviews
Review from verified client
January, 2024
Overall
Advice
Service
Value
Based in Lancashire
What were the circumstances that caused you to initially look for an adviser?
With the intention to take early retirement I was keen to put my financial affairs into good order. Key objectives were to derive an income plus preserve as much of the capital for the future as possible.
How has Lee Giles helped you?
Lee reviewed my then current position with my investments and suggested improvements in line with my objectives. Lee clearly understood what I was aiming to achieve and provided advice to attain this.
Have you seen the outcome you were hoping for?
I have been happy with the outcomes to date. Lee has been very adaptable to changes in our plans during 2023 and it is reassuring that adjustments and tuning in the funds continues all the time. I have been impressed by the online tools provided as part of the service as well as the responsiveness of Lee and the team to any queries I raise.
What could they have done better?
At this point, I cannot really think of anything.
Review from verified client
January, 2024
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
My parents gifted me some money to invest and Lee is also my Dad’s advisor.
How has Lee Giles helped you?
Lee has made a number of investments for me. He annually or as needed reviews our current and future circumstances and advises as appropriate to help me make an informed decision on what to do.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
He’s been excellent.
Review from verified client
January, 2024
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
I was looking for some advice in terms of options for using my pension pot and when I would be realistically able to retire. Friend recommended Lee
How has Lee Giles helped you?
Lee has gone through all of my details, worked with me to understand what I needed and wanted from my pension and then gave me various options, all very well explained
Have you seen the outcome you were hoping for?
It’s a little early to say for certain yet, but everything seems to be in place and is looking good as it stands
What could they have done better?
Not a lot, really. I have been very happy so far
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
Receipt of an inheritance, and approaching retirement.
How has Lee Giles helped you?
Lee has provided great guidance, in terms we can understand, and over the years we have come to trust him completely. By following his advice we have done better financially than we would have done had we managed things ourselves, and now hope to have a secure retirement.
Have you seen the outcome you were hoping for?
Over several years, we've probably done better than we hoped.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Advice on pensions when coming up to retirement
How has Lee Giles helped you?
To set up a new pension portfolio. Lee explains things clearly and calmly. He is always available to answer questions and is friendly and reassuring.
Have you seen the outcome you were hoping for?
It has been a difficult couple of years generally but I am hopeful that things are starting to improve.
What could they have done better?
Nothing.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement and needed advice on pensions
How has Lee Giles helped you?
Lee has helped with retirement planning and long term savings
Have you seen the outcome you were hoping for?
Very much so
What could they have done better?
Lee has been brilliant in every respect so I would say he could not have done any better.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
Company pension changes
How has Lee Giles helped you?
Advised changes to existing policies
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
All been good so no improvement needed
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Worcestershire
What were the circumstances that caused you to initially look for an adviser?
N/a
How has Lee Giles helped you?
Always helpful with pension advice and very approachable
Have you seen the outcome you were hoping for?
N/a
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Investment and pension advice.
How has Lee Giles helped you?
He has excellent advice secured comfortable and long term pension and investment security. We would unconditionally recommend his services.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Cannot think of anything.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
start-up buisness 24 years ago
How has Lee Giles helped you?
all aspects of insurances protection and pensions
Have you seen the outcome you were hoping for?
yes so far!
What could they have done better?
no issues with what Lee has provided us with over the last 20 years plus
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
We used Lee Giles before he was at Verum by recommendation from our accountant John Alder
How has Lee Giles helped you?
With our Pension..
Have you seen the outcome you were hoping for?
Yes
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
planning for iht pensions, capital gains
How has Lee Giles helped you?
setting out a plan moving forward
Have you seen the outcome you were hoping for?
mostly
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Company & personal financial planning
How has Lee Giles helped you?
Lee has helped with our Company and Personal pensions
Have you seen the outcome you were hoping for?
yes excellent service
What could they have done better?
n/a
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Two main areas: Inheriting money from deceased parents Retirement
How has Lee Giles helped you?
Advised on best investment plans to suit our changing needs. Helped oversee transition to pension incomes, including both professional and private pensions.
Have you seen the outcome you were hoping for?
Generally yes, bearing in mind the low rates of interest available in recent years.
What could they have done better?
Nothing- considering world events on last 5-10 years.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Mainly for pension advice.
How has Lee Giles helped you?
maintaining as much financial growth possible in the ups and downs of the current market.
Have you seen the outcome you were hoping for?
This is a difficult question it's kept up with inflation, but any money invested in the stock market of resent years has been limited by global and domestic circumstances.
What could they have done better?
No we have to except that the financial world at present is in a different place than it was a decade ago.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
We had savings in bank accounts that weren't performing as we'd hoped.
How has Lee Giles helped you?
By advising us where to invest to get the best financial outcome long-term, and explaining some of the financial jargon that we don't always understand.
Have you seen the outcome you were hoping for?
No yet, due to unstable markets but it's still early days.
What could they have done better?
Nothing.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
To plan for the future
How has Lee Giles helped you?
Yes, just having regular check ins keeps everything on track
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Its all good
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Argyll
What were the circumstances that caused you to initially look for an adviser?
My age and planning for retirement
How has Lee Giles helped you?
First class service and advice making my decisions clear and acceptable for me and my family in regards to my pension options.
Have you seen the outcome you were hoping for?
Yes 100%
What could they have done better?
I have no issues whatsoever and feel my advice and service provided have been excellent.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Don’t have skills to do myself
How has Lee Giles helped you?
His advice has been straight forward and understandable
Have you seen the outcome you were hoping for?
No not as I had hoped
What could they have done better?
Not a great deal as current situation is difficult and unstable
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Sussex
What were the circumstances that caused you to initially look for an adviser?
Money from a house sale which I wanted to invest
How has Lee Giles helped you?
Lee took the money and invested in a portfolio of items
Have you seen the outcome you were hoping for?
No. Not yet. Although I remain optimistic.
What could they have done better?
Nothing, it is the market fluctuation which is the problem.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
Lee has provided excellent advice for many years
How has Lee Giles helped you?
Lee has helped with wide range of financial planning
Have you seen the outcome you were hoping for?
Yes, investments have performed as planned
What could they have done better?
Nothing. Lee’s advice has always been great.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
I had previously looked after my own affairs but felt I now needed some help
How has Lee Giles helped you?
He has talked me through my affairs and explained changes I needed to make.
Have you seen the outcome you were hoping for?
Changes are still being made but I am happy with what has been achieved
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
To handle my private pension fund.
How has Lee Giles helped you?
Openness, reliability, personal interaction with my partner and I.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing that I know of.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Professional advise
How has Lee Giles helped you?
Always friendly & provides excellent advise over many years
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
I wasn't happy with thd service from my previous pension company so I contacted Lee and have used his services since.
How has Lee Giles helped you?
Lee has advised me on my pension for many years now. I followed him to Verum as I trust him to act in my best interests with regard to my pension. He contacts me at least once a year and is always available if I have any questions or need advice. He reviews my situation annually. He is easy to talk to and I trust the advice given .
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing!
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Complex pension history
How has Lee Giles helped you?
Rationalised portfolio
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
N/A
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Retirement fund
How has Lee Giles helped you?
Sorted where to invest and advice about best actions to take
Have you seen the outcome you were hoping for?
Yes very pleased
What could they have done better?
I would say they have done an excelent job and could not have improved on what they have done for me
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
I required specialist advice on how best to invest and administer my personal pension, and following on, as I approach retirement age, specific advice as to how to plan for that event.
How has Lee Giles helped you?
He has spoken to me in depth, answering all my questions, providing independent and valued advice in a clear and concise way, always ensuring that I understand the advice given.
Have you seen the outcome you were hoping for?
Very much so.
What could they have done better?
Very little.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Essex
What were the circumstances that caused you to initially look for an adviser?
I was recommended to Lee by my accountant
How has Lee Giles helped you?
He has clearly explained how my pension investments work and given good advice when looking to the future to decide what income I will need
Have you seen the outcome you were hoping for?
The investments have seen a tough couple of years so I think my answer won't be a true one for another year or two
What could they have done better?
Please see above
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
As mybusiness grew so did my need for professional advice
How has Lee Giles helped you?
Lee maximises usage of my yearly tax allowances advising on my pensions to ensure maximum growth but without undue risk.
Have you seen the outcome you were hoping for?
Yes
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Investment advice
How has Lee Giles helped you?
Given clear advise
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Can’t think off anything better
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
To ensure I maximised my investments.
How has Lee Giles helped you?
Lee has ensured that my investments have been allocated and managed in an efficient manner.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I have been extremely pleased with the service as a whole since first engaging Lee to manage my finances.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
I inherited some capital after my parents died and wanted to invest it wisely.
How has Lee Giles helped you?
Lee has always given sound advice and always has my best interests at heart.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
Complex pension arrangements for me and my partner and planning our financial future
How has Lee Giles helped you?
Yes. Lee has been a great help. He listens and has made a great effort to understand our situation. He calmly explains, in our language what our options are. I feel I can trust him. My only reason for not rating everything at 5 is that this is only year 1 so a bit hard to tell if the advice has been effectice.
Have you seen the outcome you were hoping for?
Not yet - but early days
What could they have done better?
Nothing lee could have done better. Just need financial condiions to improve. Time will tell.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Company Takeover
How has Lee Giles helped you?
Lee has assisted in giving us sound advice when required.
Have you seen the outcome you were hoping for?
Not as yet but hopefully in the longer term we will.
What could they have done better?
Nothing at the moment.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
We wanted advice on where to put our pensions for the best benefit. Lee used to advise at my place of work so I knew his reputation from then.
How has Lee Giles helped you?
Lee and his staff have advised on our pension investments and financial planning.
Have you seen the outcome you were hoping for?
Yes we are happy with our income from our investments.
What could they have done better?
Nothing really. Lee is always available to answer even the smallest of queries.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
I had some money to invest with a view to making it work to an early retirement plan. I also wanted a review of my pension pots & whether they were working for me as well as they could've been.
How has Lee Giles helped you?
Lee has made everything simple for me to see/understand, whether that's to understand the overall plan, or, where my money is being invested and what returns I am getting throughout the investment journey! He has given me a confidence in knowing I am on the right path (rather than having a "hopeful" approach)!
Have you seen the outcome you were hoping for?
Despite the incredible volatility of the world over the past 3 years I have been very happy with the current position of my portfolio (market wise), of course i'd like a better return (and who wouldn't), but my plan is over a 10 year period and I can see where we are going with everything. Overall i'm not sure anything else could've been done over & above where I am now... Mainly it's about confidence & communication for me at present and i get that from Lee.
What could they have done better?
Genuinely nothing. I am happy with what's being delivered, which is why I am still using Lee.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
concerns re inheritance tax
How has Lee Giles helped you?
he helped me select a trust fund appropriate to my requirements
Have you seen the outcome you were hoping for?
initial fund performance not great but investments are lower risk and the financial markets have been turbulent
What could they have done better?
probably but potential is there as markets settle
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
My previous adviser was retiring and I needed to find a replacement.
How has Lee Giles helped you?
He has helped restructure my retirement investment portfolio and structure a monthly draw down that is tax efficient. He has also recommended a switch of investment platform to Aviva which is far simpler and more efficient.
Have you seen the outcome you were hoping for?
early days yet but the initial signs are very promising
What could they have done better?
Nothing, everything has been excellent. Attention to detail is excellent and he is supported by a very efficient team. Communication is first class.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
I wanted someone I could trust who was independent and an expert in their field
How has Lee Giles helped you?
He has helped me achieve maximum return with my investments and helped me plan for the future
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
I wanted someone who fully understood me and my financial needs and I was so very fortunate to be introduced to Lee
How has Lee Giles helped you?
He has been incredible with his financial advice, understanding, kindness and support
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Lee has been totally professional and is supported by a first class team, there is nothing they could do better as they get it all so right
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Essex
What were the circumstances that caused you to initially look for an adviser?
Needed financial advise
How has Lee Giles helped you?
Good advice and investments
Have you seen the outcome you were hoping for?
Yes
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
For a retirement plan
How has Lee Giles helped you?
Lee has been really professional and advised us the best way to invest our money, he always pays us a visit every six months to check we are happy with our investment I would highly recommend his services.
Have you seen the outcome you were hoping for?
Yes definately
What could they have done better?
Nothing
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
As I had small pots of pension in different places and was looking to amalgamate altogether and found Lee very knowledgable who guided me through
How has Lee Giles helped you?
With how I can benefit from one pot that is what I wanted and found drawdown easy for my pension
Have you seen the outcome you were hoping for?
Yes very happy it’s how my pot is performing and benefit I’m getting in drawdown
What could they have done better?
I don’t think there is anything I can say that I’m not satisfied with not only is he there as a financial advisor but has become a friend who I can trust and get advice on any financial matters
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Wanting an advisor which had Experience and one we had confidence in.
How has Lee Giles helped you?
Lee has been very helpful keeping us updated with our investments and always responds promptly if we need to discuss any issues.
Have you seen the outcome you were hoping for?
Yes
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Investment monies
How has Lee Giles helped you?
Yes
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Probably not
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Having a number of pensions with different companies, I needed to look to see how they where doing and what I needed to do.
How has Lee Giles helped you?
I was recommended by a work colleague who uses Lee as it is a mind field as to where to go for advice and Lee understood what I was looking for. Lee acted accordingly by transferring 3 contribution pensions into one, and recommended I leave my final salaries where they were. I have also recommended Lee to a number of friends and work colleagues who have all gone with Lee.
Have you seen the outcome you were hoping for?
Not at present, as this was done during covid and then had the Russian and Ukraine war that has effected all financial markets, but I am confident that Lee will move the pension funds into the right areas for the return that I require.
What could they have done better?
Would like to have more than a yearly meeting but as we have the ongoing Russian and Ukraine war, that has effected all financial markets I am sure that we will be looking at 6 monthly meeting to discuss.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
Investment of lump sum from pension
How has Lee Giles helped you?
Now going through a divorcé division of assets so Lee has given me advice re pension sharing order and how to make it go further
Have you seen the outcome you were hoping for?
Waiting still due to delayed divorce to put the advice into action
What could they have done better?
Nothing of note
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
My wife & I have been extremely well advised & looked after for a number of years by Lee. When he set up Verum we had reached our 50's. Lee understood our unique professional circumstances which made him the perfect choice for advising our personal needs as we head to retirement age.
How has Lee Giles helped you?
Lee has really helped us make some tough decisions over the difficult Covid years . Since, he has put us back on track notably with our pensions.Lee is a lot more than an adviser, Lee gets the impact of so many unplanned life events, giving solid advice . Lee is extremely clear with everything.
Have you seen the outcome you were hoping for?
Yes we have seen the outcome we were hoping for
What could they have done better?
He is the best.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Consolidation of multiple pensions
How has Lee Giles helped you?
Given clear and understandable advice
Have you seen the outcome you were hoping for?
So far so everything is on track
What could they have done better?
Nothing
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has Lee Giles helped you?
Guidance with pension investments
Have you seen the outcome you were hoping for?
Due to circumstances beyond anyone's control probably not
What could they have done better?
Crystal ball???
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Someone to advise & look after my pensions
How has Lee Giles helped you?
Consolidating pensions and also sorting my partner’s personal pension after her death
Have you seen the outcome you were hoping for?
Yes, I think so
What could they have done better?
Not sure as up to now they have provided information from my requests. Timely and personal in their approach
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Need advice leading up to retirement
How has Lee Giles helped you?
Good, friendly knowledgeable advice
Have you seen the outcome you were hoping for?
Yes, working towards it
What could they have done better?
Nothing
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
I have been advised by Lee for several years and respect his advice and judgement on my pension and investments.
How has Lee Giles helped you?
Provided advice in respect of pension investments in the past and more recently in respect of commercial property pension investment.
Have you seen the outcome you were hoping for?
The investment is still ongoing but looks to achieve an above average return.
What could they have done better?
Nothing to my knowledge.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Lee Giles helped you?
Informed and professional guidance and sound advice.
Have you seen the outcome you were hoping for?
Yes and it continues.
What could they have done better?
No issues really.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Hertfordshire
What were the circumstances that caused you to initially look for an adviser?
I came to the conclusion, probably far too late in life, that i wasnt a financial expert,and really needed an advisor to steer me through the complex world of investing
How has Lee Giles helped you?
Lee gave me a comprehensive review of my current situation, with helpful suggestions and recommendations
Have you seen the outcome you were hoping for?
Too early to say
What could they have done better?
Nothing springs to mind
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Our previous IFA (in another firm) retired and we weren't happy with the company that adviser moved us to. We looked around and Lee seemed (and has proved to be) a good fit for our requirements.
How has Lee Giles helped you?
Lee undertook a thorough review of our investments and our aims and suggested changes. We agreed these changes and have been happy with the results. He is readily available by email, phone or in person and in addition to annual reviews provides regular information and updates.
Have you seen the outcome you were hoping for?
Yes.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
As company became larger and eventually sold
How has Lee Giles helped you?
Advice/financial planning after business sale to build a portfolio that would develop towards retirement
Have you seen the outcome you were hoping for?
Yes, on track to reach targets agreed
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
I needed assistance in setting up a private pension scheme.
How has Lee Giles helped you?
Lee has helped with sound advice and in setting up my personal private pension.
Have you seen the outcome you were hoping for?
Yes I have.
What could they have done better?
I have always been very happy with the service provided.
Review from verified client
December, 2023
Overall
Service
Value
Advice
Based in Hertfordshire
What were the circumstances that caused you to initially look for an adviser?
Needed advice on pension and retirement planning
How has Lee Giles helped you?
Provided advice and execution services on structuring and managing a diversified pension portfolio
Have you seen the outcome you were hoping for?
The last few years have been a challenging period for investments and returns have not been what were hoped for however, Lee has been proactive in providing advice and action to continue to maximise returns as far as possible in the climate.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Need for expert advice/guidance
How has Lee Giles helped you?
Provided products to meet my aspirations/plans
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing comes to mind
First impression from a user who is not yet a client
August, 2023
Overall
Please provide a brief comment about your experience with Lee
I did not see Lee Giles but his partner Matthew Carr came to my house for giving me advise. Very experienced and helpful in my particular case.
First impression from a user who is not yet a client
April, 2023
Overall
Please provide a brief comment about your experience with Lee
Actually, my advisor was Jason Woolgar. His knowledge of many aspects of wealth acquisition and preservation was abundantly clear. He breathed clarity into the complexities of tax structuring for a BTL, IHT and pension planning. His recommendations were carefully balanced and he explained these succinctly. Highly approachable and ace advice - no stone left unturned.
Lee's reply
Hi Karron Thank you for speaking with Jason while I was on holiday. I'm glad you had a good experience and Jason will take things forward when you are ready Of course feel free to speak to me also at any time Lee
First impression from a user who is not yet a client
February, 2023
Overall
Please provide a brief comment about your experience with Lee
Replied really promptly and was very helpful in both assessing my situation and helping me decide whether financial advice would be appropriate for me, and if so what.
Lee's reply
Thank you David
Repeat review from verified client
November, 2022
Overall
Advice
Service
Value
Based in Kent
This review is a follow-up review from a client who left a review previously.
How has Lee Giles helped you since your last review?
Answered any questions that arise satisfactorily
Lee's reply
Thank you Bobbie Just for clarification, you pay for our services by monthly deduction from your plans. Please see "Verum Service Plan" in your service charter
Review from verified client
November, 2022
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Recommendation from my long term accountant
How has Lee Giles helped you?
Good and timely advice
Have you seen the outcome you were hoping for?
Yes
Lee's reply
Thank you Trevor !
Review from verified client
November, 2022
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Planning for the future & retirement
How has Lee Giles helped you?
Looked after my investments to suit my needs for now & in the future
Have you seen the outcome you were hoping for?
Yes
Review from verified client
November, 2022
Overall
Advice
Service
Value
Based in Cambridgeshire
What were the circumstances that caused you to initially look for an adviser?
Personal fin planning
How has Lee Giles helped you?
Yes
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No
Review from verified client
November, 2022
Overall
Advice
Service
Value
Based in Cambridgeshire
What were the circumstances that caused you to initially look for an adviser?
An inheritance that needed investment
How has Lee Giles helped you?
Yes
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No
Review from verified client
November, 2022
Overall
Advice
Service
Value
Based in Rutland
What were the circumstances that caused you to initially look for an adviser?
Help with longterm retirement planning
How has Lee Giles helped you?
Yes
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No
Review from verified client
November, 2022
Overall
Advice
Service
Value
Based in Cambridgeshire
What were the circumstances that caused you to initially look for an adviser?
Lack of investment knowledge
How has Lee Giles helped you?
Provided a sense of investment security
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not that i know of
Review from verified client
November, 2022
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Took over a business
How has Lee Giles helped you?
Magnificently helped us
Have you seen the outcome you were hoping for?
So far
What could they have done better?
Nothing
Review from verified client
November, 2022
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
Wanting advice on the best way to save in my pension
How has Lee Giles helped you?
He always listens and offers sound advice on making the most of my pension
Have you seen the outcome you were hoping for?
In these times it is not possible to say!
What could they have done better?
Nothing, it is the state of the financial markets
Review from verified client
November, 2022
Overall
Advice
Service
Value
Based in Cambridgeshire
What were the circumstances that caused you to initially look for an adviser?
Advice required regarding existing pensions & savings investments.
How has Lee Giles helped you?
Helped with consolidating pension plans & savings investments.
Have you seen the outcome you were hoping for?
Yes, my financial affairs are much more streamline & easier to understand.
Review from verified client
November, 2022
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Personal needs
How has Lee Giles helped you?
Sound advice and guidance with regard to investments and retirement planning
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
November, 2022
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
To consolidate a number of pensions
How has Lee Giles helped you?
Yes, all in one place and have received very sound advice
Have you seen the outcome you were hoping for?
Yes very much so. New portfolio performing well give the current climate
What could they have done better?
Nothing exceeded my expectations
Review from verified client
November, 2022
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Inheritance
How has Lee Giles helped you?
Lee has helped us with our pensions and investing our savings.
Have you seen the outcome you were hoping for?
Our savings have been affected by Brexit, Covid etc since our initial investment so hope to see more of a return in the near future.
What could they have done better?
Cannot think of anything. We are very happy with the way in which Lee has helped us with our finances.
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
I needed advice on my company pension.
How has Lee Giles helped you?
Lee explained my options and gave me great advice.
Have you seen the outcome you were hoping for?
Yes.
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
I needed advice on how best to invest my personal pension
How has Lee Giles helped you?
By providing knowledge and detailed analysis of market opportunities
Have you seen the outcome you were hoping for?
I believe so, though the market downtown has made this difficult to gauge. I am confident that, thanks to Lee's advice I have not suffered as much recent loss as I might have done.
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in Hertfordshire
What were the circumstances that caused you to initially look for an adviser?
All aspects of personal financial planning
How has Lee Giles helped you?
Consolidate a number of old pensions; establish and execute on an investment strategy; inheritance planning
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in West Sussex
What were the circumstances that caused you to initially look for an adviser?
I needed a pension scheme I could rely on.
How has Lee Giles helped you?
He is very knowledgable, patience and thorough.
Have you seen the outcome you were hoping for?
Performing better than my friends pension schemes.
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Lee Giles helped you?
He has help us with our retirement plans .
Have you seen the outcome you were hoping for?
Has helped us plan the best path for our finances to give us an income in retirement
What could they have done better?
We are pleased with the help but obviously concerned with the economic climate
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has Lee Giles helped you?
Helpful advice. Friendly service
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has Lee Giles helped you?
Keeping us calm when things look like they are going the wrong way
Have you seen the outcome you were hoping for?
Not as yet due to the present financial climate
What could they have done better?
I have no idea
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Retirement and sold property with money to invest
How has Lee Giles helped you?
Good, clear advice
Have you seen the outcome you were hoping for?
Yes but economic climate causes problems
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Business development and personal financial advice
How has Lee Giles helped you?
Always given sound, knowledgeable advice.
Have you seen the outcome you were hoping for?
Yes definitely
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
To ensure my investments were effectively invested
How has Lee Giles helped you?
Lee has been my financial advisor for many years and his advice has been invaluable
Have you seen the outcome you were hoping for?
Yes..fully
What could they have done better?
Nothing to my knowledge
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
He was recommended to me by a very close friend.
How has Lee Giles helped you?
He has helped me with excellent financial advice, pension, tax and inheritance planning.
Have you seen the outcome you were hoping for?
Yes absolutely.
What could they have done better?
Nothing, his service approach and diligence is excellent
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Assorted pensions and savings to be tidied up
How has Lee Giles helped you?
Merged pensions and ensured LTA fully efficient
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
I wanted professional advice on consolidating my pensions and preparing for my retirement.
How has Lee Giles helped you?
He brought together my pensions and gave investment advice to suit my risk adverse profile and sustainability goals. He was patient and explained everything fully and he is always available to answer all my questions calmly and efficiently. The transfers went smoothly and I felt in safe hands with Lee and his excellent team.
Have you seen the outcome you were hoping for?
The recent market turmoil has meant things have not been as good as they might have been but that is true for many people. However, Lee has continued to review the situation and give good, calm advice. Again, I feel in safe hands.
What could they have done better?
Nothing I can think of.
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
We’d received bad pension advice previously and we wanted to get good advice
How has Lee Giles helped you?
Lee has been straight forward in his approach, educating us along the way and setting us on a good financial path
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing - we’ve been nothing but happy with Lee’s approach and advice
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
I gained some inheritance after my parents sadly passed away and wanted to invest it for future benefit.
How has Lee Giles helped you?
Lee has been fantastic in finding the best package for me and my family. I have always found him easy to work with and has my best interests at heart.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Advice on pension investment
How has Lee Giles helped you?
Sourcing the correct investment plans for our needs
Have you seen the outcome you were hoping for?
Probably not but due to current global issues
What could they have done better?
I don't think so
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has Lee Giles helped you?
Lee is very prompt in answering any queries and helpful in his advice
Have you seen the outcome you were hoping for?
Yes
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
As I had few savings all over the place Lee helped me with sorting it all out he explained every process which was easy to understand and very helpful
How has Lee Giles helped you?
With six or twelve reviews and is always be there on other side of the phone
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I don’t feel there is any thing he could have done better as every he does is all good and straight forward
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
I had a slightly complex pensions history that Lee has rationalised.
How has Lee Giles helped you?
Helped me and my wife plan for various outcomes post-retirement
Have you seen the outcome you were hoping for?
Too early to say as I haven't retired yet! Lee has acted as an active pensions manager and has tried to gain the best outcomes during recent crisis years.
What could they have done better?
Can't immediately think of anything.
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Lee was on board to look after private pensions for Company employees
How has Lee Giles helped you?
Lee has always kept in touch on a regular basis to keep me informed on my pension
Have you seen the outcome you were hoping for?
It's still a bit early to tell.
What could they have done better?
Everything has been handled very professionally. No complaints.
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
An inheritance came our way and I was given Lee's name as somebody who could put it to work. They were right.
How has Lee Giles helped you?
He has taken the headache out of financial planning. We feel very assured with the way Lee has handled our financial affairs.
Have you seen the outcome you were hoping for?
Obviously, recently, the global downturn makes one very jittery about any investments but Lee constantly is on hand if we feel worried. Overall, we have been more than happy with the outcome of placing our capital with Lee..
What could they have done better?
That would be difficult to say. We have received excellent advice and stewardship regarding our investment, so beyond that, it would be hard to comment.
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
We wanted advice on private pensions
How has Lee Giles helped you?
Given us honest professional help in managing our pensions
Have you seen the outcome you were hoping for?
In theses uncertain economic times Lee has told us we are still on track for retirement in three years . We are aware this still depends on markets and how they perform .
What could they have done better?
We feel Lee keeps us updated offering us choices and advice as required ? not sure he could improve on this .
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
We are at that time of life that we needed to consider mitigating death duties but also to plan for one or both going into care.
How has Lee Giles helped you?
Lee showed how we could take out capital from our estate to reduce death duties but at the same time to have an income. He also helped us to maintain our savings by useing the stock market.
Have you seen the outcome you were hoping for?
Early days as yet.
What could they have done better?
Nothing. He and his staff are very helpful and are always at the end of the telephone or e mail.
Lee's reply
Thanks for your feedback Peter, much appreciated
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Looking to invest some money for the future and with a view to retiring early if possible.
How has Lee Giles helped you?
Lee has helped shape how the investment would work for me & what options i have at each review.
Have you seen the outcome you were hoping for?
Whilst the markets recently have been very volatile Lee has reassured me along the way to not over-react on short term situations when my investment is a longer-term view. I have also had to dip into my investment a couple of times & Lee has been very supportive through this process as well.
What could they have done better?
Nothing, I have every confidence in the direction I am going with Lee, so i can't think of anything.
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Needed advice re pensions and wasn't happy with service from previous provider
How has Lee Giles helped you?
Lee is very helpful and explains the complexities well
Have you seen the outcome you were hoping for?
Yes. Obviously it is turbulent times however by regularly reviewing my plan with Lee I feel reassured and can make any changes if required due to market conditions
What could they have done better?
I'm very happy with the service
Lee's reply
Thank you Lynn!
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in Essex
What were the circumstances that caused you to initially look for an adviser?
Need for investment advice
How has Lee Giles helped you?
Sound pension and investment advice
Have you seen the outcome you were hoping for?
Yes, although it is ongoing investment
What could they have done better?
Nothing I can think of
Lee's reply
Thank you Paul!
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Lee was recommended by our Accountant to organise our pensions
How has Lee Giles helped you?
Lee organised our various pensions and insurance polices into one manageable portfolio
Have you seen the outcome you were hoping for?
Yes, we chose medium risk investments and even these difficult times they have managed a small increase in value
What could they have done better?
Not a lot
Lee's reply
Thank you Alison and Jim !
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
To review our Pensions, advice on buy to let properties and inheritance and investment portfolios.
How has Lee Giles helped you?
Advice on all the above and taking tax free sum from my pension.
Have you seen the outcome you were hoping for?
Yes very much.
What could they have done better?
Nothing comes to mind.
Lee's reply
Thank you Christopher !
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Had money and pension plans to ivest
How has Lee Giles helped you?
By advising on best options available to us
Have you seen the outcome you were hoping for?
Yes
Lee's reply
Thank you Judi!
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement and wanted professional advice on how to invest pension to enable a comfortable retirement and management of savings
How has Lee Giles helped you?
Lee offered options and ways to achieve my retirement goals.
Have you seen the outcome you were hoping for?
Expectations have been delivered
What could they have done better?
Nothing , the service has been efficient, effective and excellent.
Lee's reply
thank you Keith!
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
To help spread risk.
How has Lee Giles helped you?
Very well
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Very little
Lee's reply
thank you Tim!
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
As I went into my retirement years I wanted someone to help me
How has Lee Giles helped you?
Advising on investments and trust funds
Have you seen the outcome you were hoping for?
Not appropriate to answer this at the moment because the markets are dropping but until now I have been very happy
What could they have done better?
Nothing. Always there if I am uncertain about anything.
Lee's reply
thank you Marian!
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
The need for appropriate advice when approaching retirement.
How has Lee Giles helped you?
Lee has provided clear advice which has been tailored to reflect our specific circumstances.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I am not aware of anything.
Lee's reply
Thank you David!
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Working out how to group our pensons into one portfolio and to have them actively managed for us
How has Lee Giles helped you?
Really thorough discussions around attitudes to risk, finanical planning for our future and all explained in easy-to-understand advice
Have you seen the outcome you were hoping for?
Well, retirement is a way off but so far the advice and service has been really good
Lee's reply
Thank you Jacqui!
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
New Business
How has Lee Giles helped you?
By being friendly, helpful and professional
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not really
Lee's reply
Thank you Ken!
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Pensions
How has Lee Giles helped you?
Putting all our little pensions together and setting up a private pension
Have you seen the outcome you were hoping for?
Yes
Lee's reply
Thank you Amanda !
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
I was running my own business & knew that I didn't have the time to organize/monitor me & my wife's income.
How has Lee Giles helped you?
Completely absolved me from worrying about my finances in retire. He has always presented me with alternatives, together with all risk assesments.
Have you seen the outcome you were hoping for?
Yes, or I wouldn't have still been with him
What could they have done better?
5 mins thinking & still not thought of anything
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Early retirement and I needed advice on my Privett pension.
How has Lee Giles helped you?
He has helped set up a drawdown provider, and monitors annually for me.
Have you seen the outcome you were hoping for?
Yes I have managed to have an income to fund my retirement.
What could they have done better?
I cannot think that anything better could have been done for me.
Lee's reply
Thank you Gary!
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
We were retiring and needed help
How has Lee Giles helped you?
Explained everything fully and made us feel at ease about what to do with our pensions and how to invest
Have you seen the outcome you were hoping for?
Yes
Lee's reply
Thank you Anthony!
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Planning a private pension
How has Lee Giles helped you?
Lee has been an an excellent adviser, very knowledgable and thorough in planning taking many factors into consideration to help deliver a personalised product to suit my future plans.
Have you seen the outcome you were hoping for?
Things are on still on track year on year despite unsettling times.
What could they have done better?
Nothing I can think of!
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
My wife and I were looking for a good pension scheme.
How has Lee Giles helped you?
We know Lee for a long time and always trusted him. He has been a brilliant adviser all those years.
Have you seen the outcome you were hoping for?
Lee achieved a better outcome than expected.
What could they have done better?
I doubt of it
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
I needed someone to guide me through my investment options due to selling my buisness and taking early retirement. Lee has been spot on .
How has Lee Giles helped you?
Lee has given me peace of mind with sound investment advice and has tailored my finances in line with my lifestyle .
Have you seen the outcome you were hoping for?
Yes definitely
What could they have done better?
Nothing
Lee's reply
Thank you Paul!
First impression from a user who is not yet a client
February, 2022
Overall
Please provide a brief comment about your experience with Lee
Lee was very approachable, helpful and explained things clearly and thoughtfully. We felt that he absolutely had our best interests at heart.
Lee's reply
Thank you Jonathan !
Review from verified client
October, 2021
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
A recent divorce caused a dramatic change to my financial and pension situation and I needed help to re-organise my affairs.
How has Lee Giles helped you?
Lee Giles provided re-assurance and developed a financial strategy to help re-structure my finances and clearly explained and advised options for my future retirement.
Have you seen the outcome you were hoping for?
I can see that my finances are in position to maximise the best opportunities to achieve the outcomes we have identified. It is hoped that,with Lee Giles continuing guidance and advice, my retirement aims will be achieved.
What could they have done better?
I cannot fault the service and support that I have received.
Review from verified client
October, 2021
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
Previous advisor was not doing anything with my pension
How has Lee Giles helped you?
He has got my pension back on track and explains everything clearly and simply not all of us understand the finer details of pension policies
Have you seen the outcome you were hoping for?
Pension is now growing in value
What could they have done better?
For me the service is excellent so I can’t ask for more
Review from verified client
October, 2021
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
I required Pension Planning advice
How has Lee Giles helped you?
Lee came to visit and discussed our pension options that where right for us. Lee has, over the years i have known him, kept in regular contact to ensure that we are happy and to review our financial status and risk choices.
Have you seen the outcome you were hoping for?
We are very satisfied, that Lee has guided us the the right decisions deriving the best outcome.
What could they have done better?
I don't think there is anything Lee could have done better. A truly "Customer first" approach
Review from verified client
October, 2021
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Regular review
How has Lee Giles helped you?
Excellent recommendations on all specs and advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No
Review from verified client
October, 2021
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
I had used some of Lee's colleagues over the previous 20 years. When Verum was founded, Lee took over as my adviser.
How has Lee Giles helped you?
Restructuring of various pensions held by myself and my wife. Projections and advice on an ongoing basis.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing.
Review from verified client
October, 2021
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
My husband and I wanted someone who was going to keep track of our investments and advise when it might be best to switch funds etc.
How has Lee Giles helped you?
He did a full review of our finances and continues to carry out annual reviews. He advised on the best fund for us to move investments into and monitors our risk levels etc. He responds swiftly to queries, and answers all my questions.
Have you seen the outcome you were hoping for?
Pretty much.
Review from verified client
October, 2021
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
I had multiple pensions from previous jobs floating around and I wanted to consolidate them and have them actively manager
How has Lee Giles helped you?
Lee took the time to understand my ask and the circumstances, he explained the whole process and risks, explained how he approaches the investment and how this compares to the other approaches in the market. Also I started pensions for my kids to give them a heads start when they start work
Have you seen the outcome you were hoping for?
The world has been through troubles times, Lee has been able to demonstrate the managed fund has outperformed leaving the multiple pensions across passive funds
What could they have done better?
I have regular updates, I can contact Lee at any point, there is no improvements that come to mind
Review from verified client
September, 2021
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
Wanting to prepare for the worse case scenarios in life .
How has Lee Giles helped you?
Lee Giles has given myself & my wife clear solid advice , he has always shown an interest in our unique professional life & understood clearly our very personal needs.
Have you seen the outcome you were hoping for?
Absolutely, the outcome is exactly what we were advised , no hidden extras etc.
What could they have done better?
Honestly , don't change a thing.
Review from verified client
September, 2021
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Ongoing advice as time passes and life moves on .....
How has Lee Giles helped you?
Clear and concise advice delivered in a professional but friendly and helpful manner.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
September, 2021
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
My uncertainty about our best investment strategy and planning.
How has Lee Giles helped you?
Lee has helped us diversify our investments so taking out the risk of having all our wealth tied up in property
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
We have been happy with all of Lee's advice and service.
Review from verified client
September, 2021
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
I needed to consolidate my pension plans into one high performance and cost effective solution.
How has Lee Giles helped you?
Lee took great care to evaluate my old pension policies, current circumstances and future needs. After establishing the above and my attitude to risk Lee made his recommendations.
Have you seen the outcome you were hoping for?
So far, I am very happy with the performance of my funds and the personal service I get from Lee.
Review from verified client
September, 2021
Overall
Advice
Service
Value
Based in Powys
What were the circumstances that caused you to initially look for an adviser?
I was Unhappy with the returns and costs of my previous advisor
How has Lee Giles helped you?
Lee consolidated most of my pension funds into one account. He advised me to keep some funds separately because there would have been a cost to move. .
Have you seen the outcome you were hoping for?
My funds are now performing better and costs are lower.
Review from verified client
September, 2021
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Age and a need to make our savings work in difficult times
How has Lee Giles helped you?
Most importantly listened to my situation at a important time for my family and business. Then advised without pressure over a period of time
Have you seen the outcome you were hoping for?
So far every thing is working as we hoped in very difficult times
What could they have done better?
In our case nothing more could be done
Review from verified client
September, 2021
Overall
Advice
Service
Value
Based in Sussex
What were the circumstances that caused you to initially look for an adviser?
We needed investment advice following an inheritance.
How has Lee Giles helped you?
Lee talked us through the investment process, assessed our comfortable level of risk, and put together the ethical portfolio we requested.
Have you seen the outcome you were hoping for?
Absolutely.
Review from verified client
September, 2021
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
An ongoing pension
How has Lee Giles helped you?
In every way
Have you seen the outcome you were hoping for?
So far so good
Review from verified client
September, 2021
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
My existing financial advisor Gallagher's failed very badly and Lee Giles took ovedr my account
How has Lee Giles helped you?
Gave me clear and precise adsvise and sorted out my financial matters
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
September, 2021
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
A regular periodic review
How has Lee Giles helped you?
Guidance and advice, coupled with details of current investment performance
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Review from verified client
September, 2021
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Early retirement. Exceeding LTA. Wanting to take lump sums and drawdown. ISA's in place etc.
How has Lee Giles helped you?
Advised and managed on LTA to include four different pensions. Left ISA's where they were. Ongoing discussions around inheritance tax and more.
Have you seen the outcome you were hoping for?
Definitely. lump sums used to good effect. Monthly income where it needs to be and investments continuing to grow at a risk level I'm comfortable with.
What could they have done better?
No.
Review from verified client
September, 2021
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
iht PLANING &pensions & investments
How has Lee Giles helped you?
with good advice & setting up trust etc
Have you seen the outcome you were hoping for?
yes
What could they have done better?
not alot
Review from verified client
September, 2021
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
My accountants recommendation
How has Lee Giles helped you?
Made pensions simple to understand
Have you seen the outcome you were hoping for?
In part , it’s a long term relationship ( I hope ) Lee serves me , my family and business well
What could they have done better?
Found / recommended Lee sooner
Review from verified client
September, 2021
Overall
Advice
Service
Value
Based in Cornwall
What were the circumstances that caused you to initially look for an adviser?
The death of my husband.
How has Lee Giles helped you?
He set out a plan to provide me with an income and make the best of my investments.
Have you seen the outcome you were hoping for?
Insofar as the plan has been implemented.
Review from verified client
September, 2021
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
We had some money from our small business and wanted to invest to help our retirement
How has Lee Giles helped you?
Basically helped sort everything and took the worry away from us trying to work out how best to invest for our future
Have you seen the outcome you were hoping for?
Yes we have
Review from verified client
September, 2021
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
We needed advice on several different pension pots.
How has Lee Giles helped you?
Lee advised us to move some of the pensions together.
Have you seen the outcome you were hoping for?
We have seen funds growing and outweighing costs.
What could they have done better?
Only if we took more risks, which we did not want to do.
Review from verified client
September, 2021
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
My money was held in different pots and i wanted it all in one place and give me advice on best way to use my pension pot. absolutely fantastic service as he explained every thing in details and made sure i understood it all
How has Lee Giles helped you?
He had time and patience to explain and show detail graph of evrything
Have you seen the outcome you were hoping for?
definitely well pleased with the way my pension is performing and enjoy the rewards while still been guided by him about drawdown
What could they have done better?
I don't feel Lee could do any better as i am very pleased with everything
Review from verified client
September, 2021
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
I have been widowed for a number of years and a few years ago felt I needed help with my long term objectives
How has Lee Giles helped you?
He helped me get the best out of the investments I had accumulated myself and advised on Inheritance tax planning,Trust Funds etc.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I am very happy with achievements to date
Review from verified client
September, 2021
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
An inheritance was forthcoming and we needed professional advice to administer it.
How has Lee Giles helped you?
He has completely rearranged our finances and made us feel much more secure about our future.
Have you seen the outcome you were hoping for?
More than we had hoped for.
What could they have done better?
As yet, nothing.
Review from verified client
September, 2021
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
As my pension savings grew and my future retirement became a more important consideration, I felt I needed high quality advice on my financial affairs.
How has Lee Giles helped you?
Lee advised me on how best to structure my investments, what to do with my pension and what else I needed to take into account. Lee was able to answer my questions in language that I could easily understand
Have you seen the outcome you were hoping for?
Very much so
What could they have done better?
Very little if anything
Review from verified client
September, 2021
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Selling business snd retiring
How has Lee Giles helped you?
Gave us a lot of advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
September, 2021
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
I had a large amount of investments that I was self managing, after leaving a prior advisor. Knowing i was looing to retire and I needed my investments to 'tide me over' for 10 year (until state pension kicked in to boost these), I knew I needed expert and reliable advice.
How has Lee Giles helped you?
A colleague at work recommended him to me
Have you seen the outcome you were hoping for?
YES. Lee is excellent. He fully understands what I need, explains everything fully and clearly and shows good expertise in investments and savings. So far (3 years later) I have been very happy with the service from Lee and the performance of my investments.
Review from verified client
September, 2021
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
We have pensions and would not want them to fall into the wrong hands.
How has Lee Giles helped you?
Recommended by a previous advisor, so very happy to take him on.
Have you seen the outcome you were hoping for?
The last few years we have all had ups and downs, but we are finally getting there.
What could they have done better?
I really have no idea, as we are not money people we leave that to the people that hopefully know their job.
Review from verified client
September, 2021
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Retirement and pension advice
How has Lee Giles helped you?
Lee has been extremely helpful in setting up and running our pension investments . He keeps us updated and explains it all in a way that we can understand.
Have you seen the outcome you were hoping for?
Extremely pleased with the way our pensions are performing and hoping this will continue into the future.
What could they have done better?
It is not my area of expertise and trust that Lee will look after our pensions and keep us updated .
Review from verified client
September, 2021
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
To review my pension arrangements
How has Lee Giles helped you?
Lee reviewed everything and recommended a fund. If anything needs to change He gets in touch and the arrangement is reviewed annually. He explains everything clearly and most importantly I trust his advice. I have recommended him to others and I honestly wouldn't want to use anyone else.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing!
Review from verified client
September, 2021
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
Following sale of business I required good financial support
How has Lee Giles helped you?
Lee has proven track record of personal, excellent financial advice.
Have you seen the outcome you were hoping for?
Yes, totally.
What could they have done better?
Could not have done better.
Review from verified client
September, 2021
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Initially, savings and investments but more recently in connection with retirement income.
How has Lee Giles helped you?
By advising on the best investments to suit our needs and taking into consideration our preferred level of risk.
Have you seen the outcome you were hoping for?
Definitely, much better than expected.
What could they have done better?
Not as far as we are concerned.
Review from verified client
September, 2021
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Required expert professional advice for management of my pensions and other investments
How has Lee Giles helped you?
He listened to my requirements and organised my matters
Have you seen the outcome you were hoping for?
So far I have seen the outcome which appears to be on track for the future
What could they have done better?
Nothing the service has been first class
Review from verified client
September, 2021
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Originally, for my pending early retirement some 25 years ago.
How has Lee Giles helped you?
By providing me with a number of options, explaining to me the risk elements attached to each &, after I clarified to what extent I was prepared to 'gamble', he recommended a change in my investment agency which has proven to be to my advantage.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
If I knew that I would be doing it myself.
Review from verified client
September, 2021
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Early retirement
How has Lee Giles helped you?
Sorted out the transfer of funds with advice on which would be best for my circumstances
Have you seen the outcome you were hoping for?
The fund is running just how he advised.
What could they have done better?
Not being knowledgeable in finance I would not know
Review from verified client
September, 2021
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
I needed to plan for the future and wanted someone who can speak my language!
How has Lee Giles helped you?
Lee has helped with all aspects of our financial planning and given us the the direction to make considered decisions. Lee is straight talking and quickly understood our situation and expectations.
Have you seen the outcome you were hoping for?
Yes and still ongoing.
What could they have done better?
I honestly don't know! Lee has provided a service beyond our expectations.
Review from verified client
September, 2021
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Previous IFA was bought out and service suffered.
How has Lee Giles helped you?
Lee carried out a full financial review and made a proposal.
Have you seen the outcome you were hoping for?
The advice has been easy to understand and logical. Lee was quick to understand our changing situation and was thorough in his assessment and proposal. It is early days but the transfer from previous provider was carried out methodically and I feel confident that our family finances are in good hands.
Review from verified client
September, 2021
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Introduced though employee scheme & retained services since
How has Lee Giles helped you?
Excellent point of contact & sound board with regards to pensions - always feel advice is completely genuine and from a place that puts himself as if in my shoes
Have you seen the outcome you were hoping for?
As expected during difficult periods
What could they have done better?
Nothing
Review from verified client
September, 2021
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Trusted advice required for our client base and my own pension fund
How has Lee Giles helped you?
Lee recommended suitable funds for pension schemes, taking full account of client needs and advising upon the risk / reward scenario. Lee has also helped clients to reduce their exposure to Inheritance Tax by careful planning and using selected investments.
Have you seen the outcome you were hoping for?
Yes, very much so and these are kept under regular review.
What could they have done better?
Realistically not very much at all.
Review from verified client
September, 2021
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
To consolidate pensions and savings for retirement and inheritance tax planning
How has Lee Giles helped you?
Assessed what funds we had and recommended consolidating most pensions (not a high guaranteed income one) and together with ISAs investing in a good performing platform etc, all in the light of minimising our inheritance tax liability.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not aware they could have done better with medium risk.
Review from verified client
September, 2021
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
l was very dissatisfied with the major banks l was using for my investments , their services were expensive and slow .
How has Lee Giles helped you?
Lee came highly recommended, and backed this up with a more personal , tailored and realistic service . He explained everything in laments terms and gave me peace of mind with my finances .
Have you seen the outcome you were hoping for?
Yes totally , my investment returns are far greater than before , he is always available for advice and his fees are far less !
What could they have done better?
Nothing
Review from verified client
September, 2021
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Lee Giles helped you?
Provided an excellent pension vehicle
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Probably not a lot
Review from verified client
September, 2021
Overall
Advice
Service
Value
Based in Essex
What were the circumstances that caused you to initially look for an adviser?
Have used Lee for many years as a company director
How has Lee Giles helped you?
Financial advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
September, 2021
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
complex financial needs
How has Lee Giles helped you?
stratergy and simplification
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing
Repeat review from verified client
June, 2021
Overall
Advice
Service
Value
Based in Kent
This review is a follow-up review from a client who left a review previously.
How has Lee Giles helped you since your last review?
Lee has continued to inspire confidence with a wonderful positive attitude, in the most difficult and worrying time that most of us have been through. I trust his judgement 100%.
Lee's reply
Thanks Barry Always happy to help
Repeat review from verified client
March, 2021
Overall
Advice
Service
Value
Based in East Sussex
This review is a follow-up review from a client who left a review previously.
How has Lee Giles helped you since your last review?
During a time of such massive upheaval, Lee has constantly been a reassuring arm around the shoulders. It’s a huge comfort to know we are in safe hands and Lee’s personal touch and calming influence is second to none.
Repeat review from verified client
March, 2021
Overall
Advice
Service
Value
Based in Lincolnshire
This review is a follow-up review from a client who left a review previously.
How has Lee Giles helped you since your last review?
Managed my funds superbly
Review from verified client
January, 2021
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Managing my pension
How has Lee Giles helped you?
Great advice on options that I wasn't aware of.
Have you seen the outcome you were hoping for?
Yes
Lee's reply
Many thanks Steve
Review from verified client
January, 2021
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Coming up th retirement
How has Lee Giles helped you?
Helped with consolidation of pensions. Improvements in investment
Have you seen the outcome you were hoping for?
Yes pension has risen.
What could they have done better?
Nothing, Lee has been very proactive on our behalf.
Lee's reply
Thanks Stuart :-)
Review from verified client
January, 2021
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Impending retirement
How has Lee Giles helped you?
Lee reviewed my financial circumstances, confirmed that I could afford to retire, guided me on how best to manage my assets and developed an appropriate savings and investment plan to meet my needs.
Have you seen the outcome you were hoping for?
Absolutely. Not only has the plan proved to be a good one for me but Lee, recommended to me by a colleague, is a genuinely nice guy who knows his stuff and has really taken the time to understand my needs very well.
What could they have done better?
Lee has always provided sound advice in a friendly manner. I could not have wished for more.
Review from verified client
January, 2021
Overall
Advice
Service
Value
Based in Cambridgeshire
What were the circumstances that caused you to initially look for an adviser?
Planning for the future
How has Lee Giles helped you?
Analysis and advice on all financial aspects including pensions mortgage tax planning
Have you seen the outcome you were hoping for?
Yes ongoing
What could they have done better?
Nothing that i can think of !
Review from verified client
January, 2021
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement.
How has Lee Giles helped you?
Lee provided timely advice and helped to chrysalis our plans.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I cannot think of anything.
Review from verified client
January, 2021
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
I had multiple pensions from various companies and I wanted them pulled together and managed
How has Lee Giles helped you?
Lee also advised me on life insurance and also set up a pension for my child
Have you seen the outcome you were hoping for?
Yes, the pensions are tracking better
What could they have done better?
Potentially could advise more around how much I should be putting by in my pension with my current company
Lee's reply
Thanks Mark On the final point this will be part of the current review :-)
Review from verified client
January, 2021
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Needed help in setting up a pension and investment portfolio
How has Lee Giles helped you?
Tailor-made a portfolio to match my circumstances and what i wanted to achieve
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, very happy
Lee's reply
Thanks Roger!
Review from verified client
December, 2020
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
My husband required pension advice.
How has Lee Giles helped you?
He arranged to transfer the funds into a more flexible pension provider and he also set up two trust funds for our grandchildren.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing, we were happy with the service we received.
Lee's reply
Thanks Helen :-)
Review from verified client
December, 2020
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
we where not happy with our previous adviser
How has Lee Giles helped you?
lee giles looked at our needs and advise us on the besr way forward
Have you seen the outcome you were hoping for?
yes , very pleased
What could they have done better?
we are well satisfied so it would be hard to do better
Lee's reply
Thanks Chris!
Review from verified client
December, 2020
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
An acceptance that I did not have sufficient investment acumen
How has Lee Giles helped you?
He helped me understand what was right for my wife and I.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Lee has done all I could have hoped for
Lee's reply
Thanks Tim!
Review from verified client
December, 2020
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Investment and Pension advice. Lee
How has Lee Giles helped you?
Lee great care to investments that suited us.
Have you seen the outcome you were hoping for?
Yes much.
Lee's reply
Thanks !
Review from verified client
December, 2020
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
Complex financial situation
How has Lee Giles helped you?
Consolidated existing schemes snd policies
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Lee's reply
Thanks David!
Review from verified client
December, 2020
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has Lee Giles helped you?
Talked us through all the options available to us and made suggestions to which would Best suit our lifestyles
Have you seen the outcome you were hoping for?
Yes, our pensions are working better for us than they were.
What could they have done better?
Lee has kept us updated with Zoom calls, not as good as a face to face meeting but the best for safety at the moment
Lee's reply
Thanks Mary, it's a pleasure
Review from verified client
December, 2020
Overall
Advice
Service
Value
Based in Buckinghamshire
What were the circumstances that caused you to initially look for an adviser?
I was unable to maintain my own financial investments.
How has Lee Giles helped you?
He maintains all my investments.
Have you seen the outcome you were hoping for?
yes
Lee's reply
Thanks Philip
Review from verified client
December, 2020
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Recommend via my accountants
How has Lee Giles helped you?
In many ways Sass scheme needed sorting Up front approach on charges and drawdown charges, cost and TAX planning - he thinks outside the box and always ( we all know there are risks) works on the side of caution
Have you seen the outcome you were hoping for?
Early days , but I hope Lee will advising me for the next 15 years plus Drawdowns get very complicated- I am comfortable knowing Lee is the man for the job - he has raised some points I never considered before
What could they have done better?
Can’t think of anything, sorry - the portal can be tricky to get into - so a touch of virtual training could work well with the old dinosaurs like me !!!!
Lee's reply
Thanks Trevor It's a pleasure!
Review from verified client
December, 2020
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
To manage my investments following business buyout.
How has Lee Giles helped you?
Managed portfolio of investments
Have you seen the outcome you were hoping for?
Yes fully
What could they have done better?
Nothing.Lee always provides professional advice.
Review from verified client
December, 2020
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
Planning for retirement.
How has Lee Giles helped you?
Provided clear guidance on how best to allocate pension funds to help achieve my pension goals.
Have you seen the outcome you were hoping for?
I have not yet retired and have therefore not realised the full outcome of the pension fund, however, as at the time of writing my plans are in line with my expectations.
What could they have done better?
At this stage of my retirement planning I am satisfied with the advice I have received.
Review from verified client
December, 2020
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Lee Giles helped you?
Good advice and professional service
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not a lot really
Review from verified client
December, 2020
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Lee took over my affairs from a previous financial advisor and has done an excellent job
How has Lee Giles helped you?
Lee has advised me on inheritance tax and how to get the best out of the money I have invested
Have you seen the outcome you were hoping for?
YES
What could they have done better?
Lee has always been available to speak to me when needed so I am very happy with the service I am getting
Review from verified client
December, 2020
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
as my money was all over the place and i needed the money to be in one place for easy to use and some one helping me to plan for my retirement
How has Lee Giles helped you?
He explained all the options available to me and how and where the money was going to be invested
Have you seen the outcome you were hoping for?
Yes even with the year we have had my pension pot has performed exceptional well
What could they have done better?
I don't feel Lee could have done any better as i am very happy with every thing. He is always there if i need to ask him anything Lee also gives me 6 monthly update with all my pension pot and i would highly recomend him
Review from verified client
December, 2020
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
Setting up a Trust for grandchild and transferring management of Pensions pot.
How has Lee Giles helped you?
Clear guidance on options. He also put us in touch with Solicitors who are organising Wills and Powers of Attorney.
Have you seen the outcome you were hoping for?
All in hand...
Lee's reply
Thank you Anthony!
Review from verified client
December, 2020
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Financial planning for the future
How has Lee Giles helped you?
Provided advice and guidance to maximise income for the future, taking account of our risk profile
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
It's difficult to think of anything.
Lee's reply
Thank you Nigel !
Review from verified client
December, 2020
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
With various pensions I was wanting to find the best way to extract value from them.
How has Lee Giles helped you?
He advised me on correct action with two Final Salary schemes. Then transferred a larger value scheme allowing me to get best tax-free amounts and monthly draw-down.
Have you seen the outcome you were hoping for?
Yes - including good growth on transferred fund.
What could they have done better?
Nothing
Lee's reply
Thank you Paul
Review from verified client
December, 2020
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
We first met Lee some 20 years ago when he helped provide mortgage advice.
How has Lee Giles helped you?
Lee has arranged mortgages, life protection, share policy protection and business planning
Have you seen the outcome you were hoping for?
Yes, mortgages are now paid off, business policies still under review as personally circumstances change, and now pension advice on a regular basis as we approach our retirement goal
What could they have done better?
Nothing - all has been very good
Lee's reply
Thanks Nigel
Review from verified client
December, 2020
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
I retired early so needed professional advice
How has Lee Giles helped you?
He gave advice and help setting up my pension fund
Have you seen the outcome you were hoping for?
Yes all I needed has been done by Lee
What could they have done better?
Nothing
Lee's reply
Thanks Gary
Review from verified client
December, 2020
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Due to retire and needed advice on private pension and retirement income
How has Lee Giles helped you?
Lee has done a stirling job in sorting out my pension and advising on investment for the future.
Have you seen the outcome you were hoping for?
I certainly have. Over and above.
What could they have done better?
Don't think there could be anything he could have done better. I am very pleased.
Lee's reply
Thanks Dave
Review from verified client
December, 2020
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Poor investment advice in the past.
How has Lee Giles helped you?
Lee analysed our investments and pensions, formed a new portfolio and set us on the right track.
Have you seen the outcome you were hoping for?
Yes. We’re more than pleased with progress to date.
What could they have done better?
There is nothing I would change.
Lee's reply
Thanks Ken
Review from verified client
December, 2020
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
To amalgamate various pensions.
How has Lee Giles helped you?
By providing very clear information so that we fully understood the options and implications associated with pension planning as well as investments.
Have you seen the outcome you were hoping for?
The outcomes have been much better than we could have hoped for.
What could they have done better?
I can't think of anything Lee could have done better. He always responds quickly and provides information and reassurances when necessary.
Lee's reply
Thanks Judi
Review from verified client
December, 2020
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Previous financial advisors had gone through an acquisition and were in the process of going through a second. I felt that they had lost their focus and contacted Lee on the advice of my accountant who has advised me very well for many years.
How has Lee Giles helped you?
Review and rationalisation of investments to reduce charges and make more tax efficient.
Have you seen the outcome you were hoping for?
Yes, I am very happy with Lee's review of my investments
What could they have done better?
In the time that Lee has been my financial advisor I cannot think of anything he could have done better.
Review from verified client
December, 2020
Overall
Advice
Service
Value
Based in Essex
What were the circumstances that caused you to initially look for an adviser?
Long term savings/investment advice
How has Lee Giles helped you?
Set everything we needed up and gave advice throughout
Have you seen the outcome you were hoping for?
Yes definitely
What could they have done better?
Nothing, always quick to respond to questions etc
Lee's reply
Thanks Paul!
Review from verified client
December, 2020
Overall
Advice
Service
Value
Based in Hertfordshire
What were the circumstances that caused you to initially look for an adviser?
Need for advice in managing investments. Have had a number of advisor relationships over the years but none had ever proved particularly fruitful, so needed a new advisor.
How has Lee Giles helped you?
Firstly Lee has stood the test of time - the first advisor we have had that has ever done so! Even though his circumstances have changed over the years he has always ensured as a client, we feel well looked after. He always makes himself available for ad-hoc calls. Lee listens well and provides open, honest advice - even advising against investing funds that will/might be needed in the near future, (even though pushed to do so at times!). He is well versed in the options available and what will be most suitable for us in our circumstances and in implementing his recommendations.
Have you seen the outcome you were hoping for?
Yes. It would always be good to see a higher return but even in this unprecedented year, triggered by COVID, we have faired as well as we could have reasonably hoped.
Lee's reply
Many thanks Clive
Review from verified client
December, 2020
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
We came into an inheritance and were looking for a safe pair of hands to deal with it. Lee came as a recommendation and we are glad that he did.
How has Lee Giles helped you?
He talked us through the myriad of choices but also let us articulate our thoughts on where we would like our investments to be placed. He then thoughtfully put together an ethical portfolio, keeping us informed at all times of costs etc.
Have you seen the outcome you were hoping for?
Completely. After a couple of years, we are delighted with the portfolio and Lee keeps us constantly in touch with any changes that need to be made well in advance.
What could they have done better?
We are not professional finance people (obviously) but as far as we are concerned, we feel perfectly safe and secure with Lee. Long may it continue!
Lee's reply
Thanks Gary!
Review from verified client
December, 2020
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
We wanted advice and reassurance about our pensions and savings these things can sometimes end up in the wrong hands. So many people trust in so called financial advisers, only to find they have scammed them.
How has Lee Giles helped you?
Lee makes it easy to understand all those ups and downs of the market. Sometimes we feel worried about the recent advents the stock markets are always changing one day good next day not so good. It helps to have an expert at hand.
Have you seen the outcome you were hoping for?
We are slowly getting there, it has been a bit bumpy at times due to our present situation. Everyone is in the same boat and we must all ride out the storm. Lee will help us do that, we think he is the man for the job.
What could they have done better?
We really cannot think of anything at present.
Lee's reply
Haha thanks Jan!
Review from verified client
December, 2020
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
To plan appropriately for retirement
How has Lee Giles helped you?
Gave very clear advice about current pensions held and how to plan accordingly
Have you seen the outcome you were hoping for?
This is ongoing
Lee's reply
Thanks Sheila!
Review from verified client
December, 2020
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has Lee Giles helped you?
Clear explanation of the available options
Have you seen the outcome you were hoping for?
Yes
Lee's reply
Haha thanks Ian!
Review from verified client
November, 2020
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Help with finances in retirement
How has Lee Giles helped you?
Sound advise and sensible comments and always available when needed
Have you seen the outcome you were hoping for?
Considering the pandemic this year, everything on track
What could they have done better?
Makes any advise understandable to us
Review from verified client
November, 2020
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
I had a lump sum to invest and I wanted to use it in the best way with regards to being able to retire early. Also heading towards 50 years old I wanted to make sure my investment and work pensions were working in my best interests.
How has Lee Giles helped you?
Lee has explained the options too me and whilst not dictating my options he has helped me steer through the minefield of financial options available based on what my goals are.
Have you seen the outcome you were hoping for?
Well to say this year has been interesting (pandemic) with regards to investments Lee has supported with any of my challenges & concerns and has answered all my questions. The good news is my investment has continued to grow during this time and I can't ask for any more than that in these uncertain times.
What could they have done better?
I don't honestly think there is anything. Lee breaks it down to the level that suits me rather than getting bamboozled with all of the intricacies if it's not what I personally am after. Whilst he covers all the legal detail I just want to be comfortable with my nest egg and most importantly he has MY goals at the front of our decision making.
Repeat review from verified client
October, 2020
Overall
Advice
Service
Value
Based in Kent
This review is a follow-up review from a client who left a review previously.
How has Lee Giles helped you since your last review?
Lee has continued to fully and carefully explore our changing circumstances and planss before providing clear advice on the options available to us.
Lee's reply
Thanks David - point noted :-)
Review from verified client
October, 2020
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Poor previous investment advice
How has Lee Giles helped you?
Analysed our portfolio and suggested alternatives
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
We’re into our second year with Lee and are very pleased with the results to date
First impression from a user who is not yet a client
October, 2020
Overall
Please provide a brief comment about your experience with Lee
No
Review from verified client
September, 2020
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
He was recommended to me, from a previous financial adviser.
How has Lee Giles helped you?
With Life Assurance, critical Illness,our Pensions, and financial assistance.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I think we are very happy so nothing comes to mind that he could have done better.
Review from verified client
August, 2020
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
A change in working arrangements, a house move and teenager heading off to university meant a rethink on what plans were and what contributions could be over the next 5 years or so.
How has Lee Giles helped you?
Lee took time to really get to know our personal circumstances which was played back in the advice he gave us. He was kind enough to reply as if there were no silly questions when we asked some obvious things and the transparency of the advice and respective costs was appreciated.
Have you seen the outcome you were hoping for?
Yes, although we have only just transferred
Lee's reply
Thanks Jacqui!
Review from verified client
August, 2020
Overall
Value
Service
Advice
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
I needed to plan for early retirement
How has Lee Giles helped you?
Lee has looked after my pension for about 10 years now. By discussing my needs and planning things with Lee I was able to retire early
Have you seen the outcome you were hoping for?
Yes, I’ve been retired for 2 years now and apart from the it of a rocky ride that Corona Virus has caused, everything is going to plan.
What could they have done better?
Nothing that I can thinks of. I’m regularly in contact with Lee any matters that need attention are dealt with straight away.
Review from verified client
April, 2020
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
My then current adviser could only recommend his own products. They hadn't been able to advise me clearly on Lifetime Allowances and ability to maximise position in 2020.
How has Lee Giles helped you?
He sorted out my private pension and LTA position and also advised on two private ones allowing me to make good choices not previously thought of.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Instead of just concentrating on their products they should have pointed me in the direction of an affiliate who could have sorted things out for me leaving my funds where they were.
Lee's reply
Thanks Paul :-)
Review from verified client
April, 2020
Overall
Advice
Service
Value
Based in Essex
What were the circumstances that caused you to initially look for an adviser?
Being self employed for 8+ years, i had never put anything in place in regards to a pension whilst building my business. After going LTD i decided it was time to organise this, and realised shortly after the minefield that is pensions! From first speaking with Lee, he explained the basics clearly and concisely. This put me at ease and we organised a time to meet to go through my circumstances and put together a plan.
How has Lee Giles helped you?
Lee helped me to decide the level of income i would be looking for upon retirement, and what would need to be done to get me to that level. Of course with this he helped explain the level of risk for each strategy and assess the level i was comfortable with.
Have you seen the outcome you were hoping for?
As a new client, i have not had the time to see any results of the planning. However i can say the whole process so far has been great. Prompt responses to questions that may be deemed as obvious or simple. Primarily the explanations given on anything i have asked have been amazing.
What could they have done better?
Nothing to note for improvement at this stage.
First impression from a user who is not yet a client
April, 2020
Overall
Please provide a brief comment about your experience with Lee
Lee was great, explained all to me in plain English and I gained a good understanding of my pension position. I will definitely use Lee for any financial advice I need in the future and I do not hesitate to recommend him.
Review from verified client
April, 2020
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
To sort out our various pensions before retirement
How has Lee Giles helped you?
He advised us to keep two old pensions that are paying out a good annuity and he consolidated the rest into one plan to suit our situation
Have you seen the outcome you were hoping for?
Yes so far
What could they have done better?
We were quite happy with what he did for us
Review from verified client
March, 2020
Overall
Advice
Service
Value
Based in Lincolnshire
What were the circumstances that caused you to initially look for an adviser?
I wanted to transfer a small pension across to a company and advisor that better understood my requirements and provided a personal touch
How has Lee Giles helped you?
Lee did exactly as above. Very helpful and friendly and left me feeling confident.
Have you seen the outcome you were hoping for?
The process for my investment is still in the transfer phase.
What could they have done better?
At this very early stage, I do not feel that there is anything else that could have been done better.
Review from verified client
February, 2020
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
Previous Adviser retired
How has Lee Giles helped you?
Investments
Have you seen the outcome you were hoping for?
All going in the right direction.
Lee's reply
thanks Jake!
Review from verified client
February, 2020
Overall
Advice
Service
Value
Based in Middlesex
What were the circumstances that caused you to initially look for an adviser?
I had a number of investments and pensions in different places and wanted to both manage them more efficiently and ensure they were invested in a way that met my needs.
How has Lee Giles helped you?
Lee has been a massive help. He has spent time to understand all our investments and pensions and what I and my wife are looking to achieve over the next 10-30 years. He has then put a lot of effort in to getting the right approach and investments for us moving forward. He explains everything very clearly and very patiently. And he always responds quickly and helpfully to all our queries - no mater how many, how complicated, or indeed how silly!
Have you seen the outcome you were hoping for?
Yes - a very detailed and clear recommendation that has just been implemented. Of course it will be a few years before we know if we have achieved the growth rates hoped for - but then that is as much about the markets as anything! I am confident the strategy and investment portfolio we have put in place is the right one for myself and my wife.
What could they have done better?
I genuinely cant think of anything!
Lee's reply
Thank you Gavin!
Review from verified client
January, 2020
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Moved house and had money to invest
How has Lee Giles helped you?
Advised as to best products that might suit us
Have you seen the outcome you were hoping for?
Too early to say
Lee's reply
Thank you Bobbie
Review from verified client
January, 2020
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Had money to invest and also start to look at retirement planning.
How has Lee Giles helped you?
Simplified the whole process and made it comfortable with my investments and also my future pension options.
Have you seen the outcome you were hoping for?
Yes, investments have been set up and my pension future is in place which we will review periodically to make sure all is on track.
What could they have done better?
I would honestly say nothing. Lee explained the jargon when required and let things flow when we were on the same page. Didn't dominate the conversation or sit there and say "well what do you want"..
Lee's reply
thank you Steve
First impression from a user who is not yet a client
December, 2019
Overall
Please provide a brief comment about your experience with Lee
Lee has been very efficient in all our dealings. Explained everything very clearly which we were grateful for and has given us a lot of options. We would definitely recommend Lee.
Lee's reply
Thank you Allison
Review from verified client
December, 2019
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Need for full life insurance
How has Lee Giles helped you?
Organised five different insurance products one of which was set up via our company
Have you seen the outcome you were hoping for?
Yes
Repeat review from verified client
October, 2019
Overall
Advice
Service
Value
Based in Kent
This review is a follow-up review from a client who left a review previously.
How has Lee Giles helped you since your last review?
I have sent new pensions letters
Repeat review from verified client
October, 2019
Overall
Advice
Service
Value
Based in Kent
This review is a follow-up review from a client who left a review previously.
How has Lee Giles helped you since your last review?
He has reviewed the performance of our pension investments (which are performing very well incidentally). He has also advised on estate planning and investment.
Repeat review from verified client
October, 2019
Overall
Advice
Service
Value
Based in Kent
This review is a follow-up review from a client who left a review previously.
How has Lee Giles helped you since your last review?
Always been available and ready to advise.
Repeat review from verified client
October, 2019
Overall
Advice
Service
Value
Based in Kent
This review is a follow-up review from a client who left a review previously.
How has Lee Giles helped you since your last review?
Constant review of Pensions
Repeat review from verified client
October, 2019
Overall
Advice
Service
Value
Based in Kent
This review is a follow-up review from a client who left a review previously.
How has Lee Giles helped you since your last review?
Always proactively looking after my investments.
Repeat review from verified client
October, 2019
Overall
Advice
Service
Value
Based in Kent
This review is a follow-up review from a client who left a review previously.
How has Lee Giles helped you since your last review?
Yes he has always been available to assist me and his responses and advice has been excellent
Repeat review from verified client
October, 2019
Overall
Advice
Service
Value
Based in Kent
This review is a follow-up review from a client who left a review previously.
How has Lee Giles helped you since your last review?
Making sure everything we’ve already invested is working for us and that we’re still happy. Hopefully reducing our life assurance premium
Repeat review from verified client
October, 2019
Overall
Advice
Service
Value
Based in Kent
This review is a follow-up review from a client who left a review previously.
How has Lee Giles helped you since your last review?
Reinvested some of my savings for long term growth
Repeat review from verified client
October, 2019
Overall
Advice
Service
Value
Based in Essex
This review is a follow-up review from a client who left a review previously.
How has Lee Giles helped you since your last review?
Additional advice on financial planning and investments
Repeat review from verified client
October, 2019
Overall
Advice
Service
Value
Based in Kent
This review is a follow-up review from a client who left a review previously.
How has Lee Giles helped you since your last review?
Some time has now passed since Lee took us onboard and so far we’ve seen good results.
Repeat review from verified client
October, 2019
Overall
Advice
Service
Value
Based in Kent
This review is a follow-up review from a client who left a review previously.
How has Lee Giles helped you since your last review?
Lee has advised and set up plans to help with Inheritance Tax as well as on going sound management of my investments
Repeat review from verified client
October, 2019
Overall
Advice
Service
Value
Based in Cambridgeshire
This review is a follow-up review from a client who left a review previously.
How has Lee Giles helped you since your last review?
Ongoing personal financial support
Repeat review from verified client
October, 2019
Overall
Advice
Service
Value
Based in Kent
This review is a follow-up review from a client who left a review previously.
How has Lee Giles helped you since your last review?
Regular reviews
Repeat review from verified client
October, 2019
Overall
Advice
Service
Value
Based in Kent
This review is a follow-up review from a client who left a review previously.
How has Lee Giles helped you since your last review?
Yes and the same feedback submitted in October 2019
Repeat review from verified client
October, 2019
Overall
Advice
Service
Value
Based in Kent
This review is a follow-up review from a client who left a review previously.
How has Lee Giles helped you since your last review?
Lee has visited me annually by arrangement and explained and progressed the on-going investment situation.
Repeat review from verified client
October, 2019
Overall
Advice
Service
Value
Based in Kent
This review is a follow-up review from a client who left a review previously.
How has Lee Giles helped you since your last review?
Lee has made us feel less worried about the current ups and downs of the money market. We know that we are in safest place possible , and like everyone else who have pensions and savings they are sometimes not preforming as well. as they once were. we are quite happy with his advice and guidance
Repeat review from verified client
October, 2019
Overall
Advice
Service
Value
Based in Kent
This review is a follow-up review from a client who left a review previously.
How has Lee Giles helped you since your last review?
He has successfully arranged for the transfer of my pension to a new personal plan . He has also advised on setting up an ISA.
Repeat review from verified client
October, 2019
Overall
Advice
Service
Value
Based in Kent
This review is a follow-up review from a client who left a review previously.
How has Lee Giles helped you since your last review?
Always has advise relevant to my circumstances
Review from verified client
August, 2019
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Needed professional help
How has Lee Giles helped you?
The firm took over investment of pension fund and gave advice re drawdown and comparisons of various outcomes
Have you seen the outcome you were hoping for?
Tes
What could they have done better?
Fees are increasing, but with more regulation and wanting a bespoke service that is accepted
Review from verified client
May, 2019
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Planning for retirement
How has Lee Giles helped you?
Showed all options available & relevant for investments, savings & future
Have you seen the outcome you were hoping for?
Yes
Review from verified client
April, 2019
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
RETIREMENT
How has Lee Giles helped you?
ALONGSIDE MY ACCOUNTANT, WHO RECOMMENDED LEE AND HIS COMPANY, WE WORKED TOGETHER TO PLAN PENSION, INHERITANCE AND RETIREMENT ADVICE.
Have you seen the outcome you were hoping for?
IT'S EARLY DAYS AND, NOTWITHSTANDING THE VOLATILITY IN GLOBAL ECONOMIC UNCERTAINTY, OUR AIMS ARE A WORK IN PROGRESS.
What could they have done better?
LEE HAS BEEN PROACTIVE AND POSITIVE IN OUR RELATIONSHIP. HE UNDERSTANDS OUR BRIEF AND HAS HAS ENGINEERED A BETTER-THAN-MARKET RATE WITH OUR INVESTMENT COMPANY (RATHBONES).
Review from verified client
March, 2019
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement
How has Lee Giles helped you?
Fully and carefully explored our circumstances and expectations before providing clear advice.
Have you seen the outcome you were hoping for?
Yes
Review from verified client
March, 2019
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Advice needed on various pension pots, pension rules and regulations, annuities compared with drawdown, funds for investments, inheritance planning etc.
How has Lee Giles helped you?
Explained the above, gave advice and managed investments.
Have you seen the outcome you were hoping for?
Yes thank you.
What could they have done better?
Yearly reviews are fine but perhaps 6 monthly would be more informative.
Review from verified client
March, 2019
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Financial advice
How has Lee Giles helped you?
Lee was first class in his advice and helped me plan for the future
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing he did everything right!
Review from verified client
March, 2019
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Inheriting a substantial sum of money and reviewing a pension
How has Lee Giles helped you?
Lee helped us review all aspects of our financial planning which included investing an inheritance, transferring a pension and life assurance.
Have you seen the outcome you were hoping for?
We are very happy with Lee's advice and his ability to explain everything in a way we understand and trust his judgement. Due to Brexit we haven't reaped any benefits as yet but hope things will stabilise and improve soon.
Review from verified client
March, 2019
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Business needs initially on company formation
How has Lee Giles helped you?
guided us on life cover shareholder protection key man and pensions
Have you seen the outcome you were hoping for?
yes
What could they have done better?
unsure at this time
Review from verified client
March, 2019
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
My company required a financial adviser for its staff and directors
How has Lee Giles helped you?
He has provided financial advice to myself and staff for some years
Have you seen the outcome you were hoping for?
Todate the advice provided has been excellent and the results of my schemes have been as expected.
What could they have done better?
No obvious matters that I am aware could have been better.
Review from verified client
March, 2019
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
An inheritance we received was sitting in an account so we decided to seek financial advice and Lee came very highly recommended.
How has Lee Giles helped you?
He advised the best way to get maximum return from the inheritance we received.
Have you seen the outcome you were hoping for?
So far, yes.
What could they have done better?
Lee has explained all the pros and also the cons. We have been left in doubt that there is a risk attached to investing but he has also been very clear and open about the returns we can expect, never overblowing the returns that some other advisers had promised.
Review from verified client
March, 2019
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Business Growth and family requirements
How has Lee Giles helped you?
He explained all the available options open to us and also the limitations resulting from previous pension benefits
Have you seen the outcome you were hoping for?
Yes, although the future likely funds have yet to be dicussed
What could they have done better?
Not a lot to date
Review from verified client
March, 2019
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
I needed to bring a number of funds together and improve the returns being made
How has Lee Giles helped you?
Advice on fund choice and risk
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing could have been done better
Review from verified client
March, 2019
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Coming up to retirement
How has Lee Giles helped you?
Great advice on pension options. Always looking for my best interest.
Have you seen the outcome you were hoping for?
Yes.
Review from verified client
March, 2019
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Financial planning for my retirement
How has Lee Giles helped you?
Good advice regarding inheritance tax
Have you seen the outcome you were hoping for?
Some but there is still work in progress
What could they have done better?
I am happy with the service I have had to date.
Review from verified client
March, 2019
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Prior to retirement I needed to have the assurance that my finances were going to be looked after by a professional who understands my requirements.
How has Lee Giles helped you?
He guided me through my particular situation so that I fully understood the necessities of my individual requirements
Have you seen the outcome you were hoping for?
Without any shadow of doubt yes
What could they have done better?
He has done what my previous adviser failed to do, He could not have done better to gain my confidence that my particulars were being cared for in a proper manner
Review from verified client
March, 2019
Overall
Advice
Service
Value
Based in Cambridgeshire
What were the circumstances that caused you to initially look for an adviser?
Needed long term planning help
How has Lee Giles helped you?
Re organised investments and manages all our financial planning
Have you seen the outcome you were hoping for?
Yes and ongoing
What could they have done better?
Nothing
Review from verified client
March, 2019
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Set up a new pension when my husband was made redundant and merge all of the other pensions
How has Lee Giles helped you?
Sorted it all out very happy
Have you seen the outcome you were hoping for?
Pension performing as he had said
Review from verified client
March, 2019
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Poor investment performance in the past led me to seek professional advice.
How has Lee Giles helped you?
Lee has totally scrutinised our portfolio, suggested a new strategy which has proved successful to date.
Have you seen the outcome you were hoping for?
So far performance has exceeded expectations.
What could they have done better?
Lee’s professional but friendly approach and advice has given me the confidence to make new investment choices.
Review from verified client
March, 2019
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
The pension provider that we were using, after our pension had been taken on and sold on by various companies over the previous 25 years was invisible so we wanted to deal with someone face to face. We were advised to speak with Lee Giles at Argentis.
How has Lee Giles helped you?
He viewed all our investments and advised the best way forward to get the best from what we had.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing. We meet annually to discuss our investments which is something we have never done before with any other agent. And Lee is always available at the end of a telephone if we require any information or advise. We are very happy with Lee's services.
Review from verified client
March, 2019
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Mum was finding dealing with HMRC annual self assessment tax returns too much especially with her extensive investment portfolio inherited from her husband. Mum's health was beginning to deteriorate and so we were keen to find some help with all aspects of her investments.
How has Lee Giles helped you?
Mainly with organising the portfolio into a managed one. Providing advice on what to do with the investments to make them as tax efficient as possible. And very importantly, to enable a summarised statement to be able to be handed to the accountant thus minimising any involvement with self assessment tax returns.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I cannot think of anything.
Review from verified client
March, 2019
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Historically have always used Lee
How has Lee Giles helped you?
Made aware of all the features and benefits of the subject
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing Lee fully explains each subject
Review from verified client
March, 2019
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
We first took financial advise about thirty years ago, when looking for a private pension for Chris. After that it was just an on going thing.
How has Lee Giles helped you?
Advised us in how to keep our pensions and shavings on the right track.
Have you seen the outcome you were hoping for?
Hope it be would have been a little better, but that is due to the current financial climate rather than any wrong or bad advise.
What could they have done better?
Nothing really, we feel that we are at present about on track.
Review from verified client
March, 2019
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
We were nearing looking to retire and wanted some advice
How has Lee Giles helped you?
Lee gave us invaluable advice on how/where to invest and what to draw down and when
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Lee could not have done anything differently. He explains things in plain English and makes it easier to understand pensions and how they work. He is very honest and up front about what can happen.
Review from verified client
March, 2019
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Wanted to set up a pension
How has Lee Giles helped you?
He set up a pension appropriate to my requirements.
Have you seen the outcome you were hoping for?
Its an ongoing thing but looking good thus far!
What could they have done better?
reduce the amount of form signing on an annual basis.
Review from verified client
March, 2019
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
Wishing to make the most of my pension and savings as retirement moves closer
How has Lee Giles helped you?
By litening to my thoughts and giving options on te best way to invest
Have you seen the outcome you were hoping for?
It is to early to really say as markets are up and down but it is a better result than if I had not had an advisor
What could they have done better?
I don't believe anything could have been done better
Review from verified client
March, 2019
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Further to my retirement in 2008 I had arranged a variety of investments via HSBC. When it became apparent that the nature of the likely advice to be given had changed, I considered this to be unacceptable and sought out an alternative. I had been aware of Messrs. Argentis (now Gallagher) and made contact. Mr. Lee Giles became my adviser and oversaw the transfer of many of my existing investments to a more acceptable investment structure.
How has Lee Giles helped you?
As above.
Have you seen the outcome you were hoping for?
Up until recently.
What could they have done better?
?
Review from verified client
November, 2018
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
I was concerned about the performance of my investments, savings and pensions.
How has Lee Giles helped you?
Lee has found a better platform for my investments and savings and more appropriate funds for my pensions. We have a review plan going forward.
Have you seen the outcome you were hoping for?
Too early to say but I certainly have piece of mind about the future.
What could they have done better?
Nothing. Lee is very easy to talk to and explains complicated subjects in an understandable way. He is happy to explain things as many times as you need and responds quickly to queries. I never had any doubt that he would do the best for me and I am looking forward to working with him in the future.
Review from verified client
July, 2018
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Needing to get my affairs together and plan for my retirement.
How has Lee Giles helped you?
Lee is very understanding of my aims and requirements. He is able to explain the process, risks and potential outcomes in a way that I can understand and then make a considered decision. He never makes me feel I am taking up too much of his time.
Have you seen the outcome you were hoping for?
Yes. All matters are going according to the plan just as Lee advised. Lee will always let me know what options are available.
What could they have done better?
Nothing that I can think of right now.
Review from verified client
July, 2018
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
we had been left money and needed it to work for us.
How has Lee Giles helped you?
understood our needs and was very down to earth and made me realise I could retire early which I thought I never could.
Have you seen the outcome you were hoping for?
Yes now retired and using the income he promised.
What could they have done better?
can't think of anything he could improve he has always had time for us and always calls back when we need to talk.
Review from verified client
July, 2018
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
I needed to streamline my investment portfolio.
How has Lee Giles helped you?
Lee was very knowledgeable with regard investment products, he explained some complexed financial maters in very simple easy to understand terms.
Have you seen the outcome you were hoping for?
I have . I’ve seen steady growth in all investment products that I have .
What could they have done better?
I can honestly say that Lee ticks all the boxes in every way . He is to be commended on his professional approach.
Review from verified client
July, 2018
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
I needed to combine my Pensions & needed some advise.
How has Lee Giles helped you?
Lee was very patient with me, understanding & I didn’t feel pressured into anythink, Lee simply advised me (very well) and the rest was up to me!.
Have you seen the outcome you were hoping for?
I’m not at retirement age yet, but with Lee’s sound advice I’m sure I will be!.
What could they have done better?
Other than signing the forms for me.... Nothing really, he was ever so patient & got the job done!
Review from verified client
July, 2018
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
We required life insurance in relation to our business and on a personal level our pensions weren’t performing very well with virtually no growth.
How has Lee Giles helped you?
Lee did all the leg work in finding the best life insurance policies for us and ensuring we were protected against unexpected events. With Lee's advice we consolidated the pensions we had and invested them with Old Mutual Wealth.
Have you seen the outcome you were hoping for?
In terms of the pensions, these have grown at a rate far higher than expectations and far more in the last 3 years than they had in the previous 10.
What could they have done better?
I have known Lee for many years, and trust the advice he gives 100%. I have never had any reason to question any advice he has given and have no hesitancy in recommending him.
Review from verified client
July, 2018
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Preparing for reaching age 75 where rules change.
How has Lee Giles helped you?
Set up new pensions for my Wife and myself and also assisted in reducing my inheritance tax.
Have you seen the outcome you were hoping for?
In the process but confident.
What could they have done better?
Looks good to me.
Review from verified client
July, 2018
Overall
Value
Service
Advice
Based in Hertfordshire
What were the circumstances that caused you to initially look for an adviser?
Needed advisor to review several personal pensions.
How has Lee Giles helped you?
Lee supported us through the whole process of analysing the current position and identifying a range of options for the future recommending the best option for us.
Have you seen the outcome you were hoping for?
Only the long term will tell but so far very happy.
Review from verified client
July, 2018
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Private pensions were maturing and we needed advice on how to get the best value from them as well as investing lump sums.
How has Lee Giles helped you?
By reviewing existing private pensions and savings and advising on the options available to us.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Lee is accessible and always happy to answer any questions we have.
Review from verified client
July, 2018
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Was looking for early retirement and needed to ascertain that my existing pensions were going to help me achieve this.
How has Lee Giles helped you?
He looked at my existing arrangements, advised where these were beneficial to leave as they were and where they needed further attention to achieve my goal of retirement.
Have you seen the outcome you were hoping for?
Yes, I have achieved retirement with the level of income I needed. I am not sure I could have achieved this without Lee's assistance.
What could they have done better?
I do not believe there is much that could have been done better? It did take a degree of time to achieve my goal but as I have not had this situation before I am unable to confirm whether the time it took was longer/shorter than would have been expected.
Review from verified client
July, 2018
Overall
Advice
Value
Service
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
We were looking to retire early so needed pension advice.
How has Lee Giles helped you?
He explained in 'plain English' what we should do with our pensions to obtain athe best return on them.
Have you seen the outcome you were hoping for?
Yes.
Review from verified client
July, 2018
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
I sold my business and needed professional advice on investing the proceedes.
How has Lee Giles helped you?
Lee advised me on an investment strategy based upon my life plans in the foreseeable future.
Have you seen the outcome you were hoping for?
So far so good. I feel that my money has been safely invested.
What could they have done better?
I feel that sometimes it has taken a while longer than I'd have liked to invest some tranches of income.
Review from verified client
July, 2018
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Lee Giles was recommended to me by several people. He has been very professional, giving us clear, concise advice on something that isn't always that clear cut. He is very responsive to any queries and I would highly recommend Lee to anyone who wishes to understand how pensions work in a language that those who are not involved in finance, understand.
How has Lee Giles helped you?
He helped by merging our pensions together (when he felt it was viable and making the whole maze of pension schemes become much clearer.
Have you seen the outcome you were hoping for?
Well, we have only just completed everything, so only time will tell.
What could they have done better?
I do feel that the paperwork/administration could have been dealt with in a better way. We both had to sign many documents several times where typographical errors were contained in the documents. More attention to detail should be paid to the documents being sent out by the administrators.
Review from verified client
June, 2018
Overall
Advice
Service
Value
Based in Essex
What were the circumstances that caused you to initially look for an adviser?
So old business and needed good, independent advice.
How has Lee Giles helped you?
Looked at the whole picture and advised on immediate options, on going advice, and longer term investment / pension planning.
Have you seen the outcome you were hoping for?
Yes so far all advice has been very sound can't think of anything!.
What could they have done better?
Can't think of anything...
Review from verified client
June, 2018
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Seeking advice and guidance with regard to my personal pension.
How has Lee Giles helped you?
Lee was very helpful in explaining everything in a way that i could understand.
Have you seen the outcome you were hoping for?
A bit early to tell yet!.
Review from verified client
June, 2018
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Our finances were in a mess.
How has Lee Giles helped you?
He sorted everything and more.
Have you seen the outcome you were hoping for?
And much more.
What could they have done better?
No he can not do better. He is brilliant
Review from verified client
December, 2015
Overall
Advice
Service
Value
Based in Essex
What were the circumstances that caused you to initially look for an adviser?
Development of business and expanding turnover.
How has Lee Giles helped you?
Set up insurance cover, pensions and general financial advice.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Always found him to be very informative and asks regularly all understood. If not he will explain again. Very clear advice
Review from verified client
October, 2015
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
Seeking advice on structure of SIPP and other investments.
How has Lee Giles helped you?
Arranged SIPP and has provided extensive advice on potential investments.
Have you seen the outcome you were hoping for?
SIPP in place and investments likely to be progressed shortly.
What could they have done better?
Excellent advice and service/support
Review from verified client
October, 2015
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Financial Planning, Pension Planning, Mitigation of tax burden and general planning for impending retirement.
How has Lee Giles helped you?
Identifying the range of products available and the associated risks. Matching the most suitable products to meet our financial goals.
Have you seen the outcome you were hoping for?
Yes, we continue to meet our expectations..
What could they have done better?
I feel Lee and I work constructively as a team. I ensure that he always has the most up-to-date information and he is always responsive with solutions to issues raise. I feel we are on 'the same wave link' and understand each other.