Lelde's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 7 )
Retirement income (annuities, drawdown) ( 5 )
Investments and Savings ( 4 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 3 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 4 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 1 )
£100k - £200k ( 3 )
£50k - 100k ( 1 )
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Lelde
I found Lelde professional, informative and extremely helpful in my current financial planning. Also she is very friendly and made something I have to deal with alone, much less scary.
Lelde:
Thank you for taking the time to leave this review. I’m really pleased to hear that you found our time together helpful and that I was able to make the process feel a little less daunting. Financial planning can sometimes feel overwhelming, especially when navigating it on your own, so I’m glad my approach helped to make things clearer and more manageable for you. My aim is always to provide guidance that’s both professional and easy to understand, while creating a space where clients feel supported. It means a great deal to know that came across in your experience. Thank you again for your kind words — I genuinely appreciate it.First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Lelde
I found Lelde to be very friendly and made me feel comfortable asking questions, all of which she was able to answer. The meeting was unhurried and she outlined the range of services on offer, along with clear information about the fee structure. By the end of the meeting, I felt like a huge weight had been lifted with regard to my future financial planning. I look forward to our next meeting.
Lelde:
Thank you for taking the time to leave such thoughtful feedback. I’m so pleased to hear that our initial meeting helped you feel more at ease and confident about your financial planning. I know these conversations can sometimes feel overwhelming, so it’s great to know you felt comfortable asking questions and that I was able to provide the clarity you needed. I always aim to create a relaxed, unhurried space where everything – from the services available to the fee structure – is explained clearly and transparently. It means a great deal to know that our conversation lifted some of the weight you’d been feeling. I’m really looking forward to our next meeting and continuing to support you on your financial journey. Helping clients gain clarity and confidence around their future plans is a privilege I never take for granted. regrads LeldeReview
by a verified client in Hampshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Thinking about retirement and needed to know what we had and what we could do to increase our pensions
How has Lelde Kasatkina helped you?
Yes, she explains things in a way we can understand and takes the stress away.
Have you seen the outcome you were hoping for?
Yes, we have been supported to find all of our pensions and amalgamate them. We have been able to make ethical investments. Our pensions have increased more than we thought. Our expectations exceeded.
What could they have done better?
Can't think of anything.
Lelde:
Thank you so much for taking the time to leave this review. It’s wonderful to hear that your experience has been such a positive one, particularly as you approached such a significant life stage. Helping clients navigate retirement planning is a key part of what we do, so I’m really pleased to know that you felt supported throughout the process. It’s great that the explanations were clear and that the stress was taken off your shoulders — making things understandable and manageable is always a priority. I’m especially glad to hear that you’ve been able to locate and consolidate your pensions, and that you're now investing in a way that aligns with your values. Knowing your pensions have performed beyond expectations is the best outcome we could hope for. Thank you again for your kind words. It’s been a pleasure supporting you, and I look forward to continuing to work with you in the years ahead. regards LeldeReview
by a verified client in Hampshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Choosing a pension plan
How has Lelde Kasatkina helped you?
Organising out pension plans
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Lelde:
Thank you so much for taking the time to leave your review. We’re really pleased to hear that you felt nothing could have been improved in your experience with us, and that we were able to support you in choosing and organising your pension plans effectively. It’s always rewarding to know that the guidance provided met your expectations and helped you achieve the outcome you were hoping for. Helping clients make confident, informed decisions about their financial future is at the heart of what we do, and it's great to know you felt supported throughout that process. Should you have any further questions or wish to review your plans in the future, we’ll be here to help every step of the way. kind regards LeldeReview
by a verified client in Hampshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed pension advice on drawdown. Although I have already reached retirement age, I still wanted my pension pot to grow.
How has Lelde Kasatkina helped you?
Lelde has given me clear and professional advice, making complex matters easy to understand, specially on how to pass my unused pension to my children or grand-children.
Have you seen the outcome you were hoping for?
Yes, my pension pot has grown healthily over the years and I've learnt a lot on financial matters, specially on taking the right amount of risks.
What could they have done better?
Not much. I'm pleased with my yearly review which is very informative. Lelde is thorough in her explanations and the meeting is conducted in a friendly and enjoyable manner.
Lelde:
Thank you for taking the time to leave such a thoughtful review. I'm so pleased to hear that you've found our annual reviews both informative and enjoyable. Making financial matters clear and easy to understand is always a key aim, so it’s great to know that the advice around drawdown and legacy planning has been particularly helpful for you. Your comments about wanting to continue growing your pension pot after retirement reflect a proactive approach, and it’s been a real pleasure helping you navigate the options available while balancing growth with appropriate risk. I’m also glad to hear that you're seeing the outcomes you were hoping for – especially in terms of both financial growth and your confidence in managing risk. Thank you again for your kind feedback. It’s always rewarding to hear that the advice is making a meaningful difference, and I look forward to continuing to support you in the years ahead. kind regards Lelde