Lee Giles

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

My previous advisor had not been forth coming and I lost confidence in their abilities. In conversations with Lee, I found that he was very personable and genuine and my confidence to place my trust and finance planning ,with Lee, grew.

How has Lee Giles helped you?

I’ve been working with Lee Giles of Verum Financial LLP for some time now, and I cannot recommend him highly enough. Lee has consistently demonstrated patience, clarity, and genuine care in all our interactions. In today’s uncertain financial climate, the personal service I’ve received from Lee and his team has been both reassuring and invaluable. He has played a key role in guiding me through important financial decisions, particularly with arranging my pensions and securing a solid financial foundation for my children’s future. Even during turbulent years, Lee’s expertise and calm approach have delivered positive outcomes, and I now feel confident and optimistic about what lies ahead.

Have you seen the outcome you were hoping for?

My pension and financial foundation is building and I now feel confident and optimistic about what lies ahead.

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

I wanted advice and guidance regarding withdrawing my company pension pot to enable early retirement. After watching government advertisements warning of the scams and fraudulent so called advisors we were very worried as to how we selected the right advisor for us. We did arrange to meet some advisors and they did not leave us feeling secure or confident with the way they approached what we wanted. We had a recommendation by a family member to use vouched for. When searching for an advisor Lee Giles seemed the perfect match for what we wanted and we arranged to meet him at our home, still feeling a bit nervous about doing this we asked Lee if he was happy for our Son in-law to sit in with us at our first meeting, Lee was more than happy for us to do this.

How has Lee Giles helped you?

Lee has enabled us via his expertise and advice to withdraw our pension pot, he has guided us through the risks and potential benefits of doing this and how best to invest and control spending, also to ensure sufficient funds to live and enjoy our retirement at the same time ensuring we have financial security for longevity of our retirement.

Have you seen the outcome you were hoping for?

We have seen positive outcomes and are very pleased with the decisions we made.

What could they have done better?

We are very pleased with the excellent advice and work that Lee does for us, we cannot think of anything he could of done better for us..

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

I was unhappy with the performance of previous advisory firm and was wanting someone to consolidate and simplify my finances.

How has Lee Giles helped you?

Lee reviewed our family finances and recommended a short, medium and long-term strategy for investments and pensions. He is passionate about finance, yet manages to explain his recommendations clearly and understandably.

Have you seen the outcome you were hoping for?

We now have a clear and structured strategy for our family finances which is performing as expected.

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

Do not feel confident to deal with savings

How has Lee Giles helped you?

General advice helping with my ever changing situationt

Have you seen the outcome you were hoping for?

Yes generally. Within our control. Tax changes etc are a constant issue

What could they have done better?

Very little. Considering recent events over past3 years

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

To mange investments and plan for the future

How has Lee Giles helped you?

Honest, sound and straightforward advice that has helped me and my wife achieve our long term goals

Have you seen the outcome you were hoping for?

Yes