Lelde's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 9 )
Retirement income (annuities, drawdown) ( 8 )
Investments and Savings ( 7 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 4 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 7 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 2 )
£100k - £200k ( 3 )
£50k - 100k ( 1 )
Up to £50k ( 1 )
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Lelde
Successful, helped explain things and gave an overall positive assessment of my finances.
Lelde:
Thank you for taking the time to share your first impressions. I really appreciate your positive feedback and am pleased to hear that you found our initial discussions helpful and successful. Understanding your current financial position is an important starting point for effective financial planning, so I am glad that I was able to explain things clearly and provide you with a positive overall assessment of your finances. My aim is always to make financial matters easier to understand, giving clients greater clarity about where they stand and helping them feel confident about the decisions they make. A good financial plan starts with understanding your individual circumstances, priorities and longer-term goals. From there, we can consider the most appropriate steps and ensure your arrangements continue to support what you want to achieve. Thank you again for your encouraging comments. I am delighted that your first experience of working with me has been a positive one, and I look forward to building on this and supporting you with your financial planning in the future.Review
by a verified client in Hampshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted advice on topics that I was unfamiliar with.
How has Lelde Kasatkina helped you?
They provide clear advice, in simple terms, that has been beneficial.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I can't think of anything.
Lelde:
Thank you for taking the time to leave such a thoughtful review. I really appreciate your kind feedback and the trust you have placed in me. I am delighted to hear that you found my advice clear, straightforward and beneficial. Financial matters can often feel unfamiliar or complex, so I always aim to explain things in simple terms, ensuring my clients feel informed and confident when making important decisions. It is wonderful to know that the guidance I have provided has helped you achieve the outcome you were hoping for. My goal is to offer advice that is tailored to each client's individual circumstances and supports their long-term financial objectives, while making the process as easy to understand as possible. Thank you again for your kind comments. It has been a pleasure working with you, and I look forward to continuing to support you with your financial planning needs in the future.Review
by a verified client in Hampshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been with Lelde for a number of years
How has Lelde Kasatkina helped you?
Lelde has been very helpful and offered me some good advice.
Have you seen the outcome you were hoping for?
Yes very satisfied with the advice Lelde gave me.
What could they have done better?
Nothing I been very satisfied
Lelde:
Thank you for taking the time to leave such a kind review. I really appreciate your feedback and your continued trust in our firm over the years. I am delighted to hear that you have been pleased with the advice and support I have provided. Building long-term relationships with my clients is something I value greatly, so it is especially rewarding to know that you have been satisfied with both the guidance you have received and the outcomes we have achieved together. I always aim to provide clear, tailored advice that reflects each client's individual circumstances and long-term goals, helping them make informed financial decisions with confidence. It is wonderful to know that this approach has made a positive difference to your experience. Thank you again for your thoughtful comments and for placing your confidence in me. It has been a pleasure working with you over the years, and I look forward to continuing to support you with your financial planning in the future.Review
by a verified client in Hampshire
3 months ago
Overall
Advice
Service
Value
How has Lelde Kasatkina helped you since your last review?
Lelde has been very forward thinking in approach to our investments & savings and helping to streamline these for the future
Lelde:
Thank you for taking the time to leave your review. I really appreciate your continued feedback and your trust in me. I am delighted to hear that you have found my forward-thinking approach valuable and that my advice has helped to streamline your investments and savings for the future. Financial planning is about more than managing your finances today; it is about creating a clear, well-structured strategy that continues to support your goals as your circumstances evolve. It is rewarding to know that you feel the changes we have made are helping to simplify your financial arrangements while keeping your long-term objectives in focus. I believe that regular reviews and proactive planning are key to ensuring your financial plans remain aligned with your needs and aspirations. Thank you again for your kind comments and for placing your confidence in me. It is a pleasure to work with you, and I look forward to continuing to support you with your financial planning in the years ahead.Review
by a verified client in Sussex
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
she came to us to follow up previous investment
How has Lelde Kasatkina helped you?
advice useful. We are intending to transfer our investment to a TSB cash ISA
Have you seen the outcome you were hoping for?
Not yet
What could they have done better?
Outcome satisfactory.
Lelde:
Thank you for your feedback. It has been a pleasure working with you over the past 20 years, supporting you as your circumstances and investment needs have evolved. More recently, your priorities have shifted towards capital preservation and accessibility, making a move to a cash ISA a natural and appropriate step at this stage. We’re pleased you’ve found our advice helpful and will continue to support you as the transition is completed. Thank you again for your continued trust over the years.