Lee's reviews
Reviewed for
Insurance and Protection ( 11 )
Pensions ( 14 )
Retirement income (annuities, drawdown) ( 10 )
Investments and Savings ( 48 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 4 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 16 )
Financial Mentoring ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 12 )
£100k - £200k ( 7 )
Up to £50k ( 8 )
£50k - 100k ( 9 )
Review
by a verified client in Durham
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Offered appointments after opening other accounts at building society
How has Lee Metters helped you?
Explained how investments work and risks/benefits involved Gave us information about investments that most suited our needs No pressure to take up any new investments and given information to take away to consider before making any decisions
Have you seen the outcome you were hoping for?
Too early to comment
What could they have done better?
N/a Very personable and professional
Review
by a verified client in Durham
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had money to invest from both an inheritance and a pension pot.
How has Lee Metters helped you?
I have been a customer of Lees for many years and always received excellent advice. I have a review with Lee yearly and find it very beneficial. Lee is always easy to contact in between reviews if needed and makes the process of accessing your money when needed very easy. So much so that on my last visit I decided to transfer money from another provider where it wasn’t as easy to access your money in a timely manner. Lee dealt with the request very efficiently and I was very happy with how my request was dealt with.
Have you seen the outcome you were hoping for?
Yes my money always performs well and Lee is always quick to recommend other products if he feels it better suits my needs.
What could they have done better?
Nothing very happy with the whole process
Review
by a verified client in Durham
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To put in place a some insurance to protect my children
How has Lee Metters helped you?
Helped select the best policy for my circumstances
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Tyne and Wear
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investment
How has Lee Metters helped you?
Good advice
Have you seen the outcome you were hoping for?
Early days yet
What could they have done better?
Nothing
Review
by a verified client in Durham
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice in the best way to invest my funds and to put a couple of works pensions into one pot.
How has Lee Metters helped you?
He advised me and took steps to invest my funds with low risk.
Have you seen the outcome you were hoping for?
Due to COVID and the markets being the way they have been over the past few years my investment hasn't grown as much as I would have liked, but that is the risk I took.
What could they have done better?
Nothing, I am happy with the service I receive from Lee.