Andrew Lee

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

I didn’t and don’t understand financial implications in my life. Having never been taught about finances, Andrew was a first choice for advice.

How has Andrew Lee helped you?

Andrew smoothly guided me in consolidating my pensions and provided insights into the implications of saving for the future. His advice on financial freedom emphasises aligning with the lifestyle we desire, underlining its significance in our personal journey. Andrew's passion for educating others shines through his understanding of people, adept questioning, and delving into the core of what matters to me. He effectively relates finance to everyday desires and needs, stressing the choice between immediate gratification and a fulfilling future.

Have you seen the outcome you were hoping for?

I have learnt a lot through Andrew’s advice, and will continue to listen to learn more to eventually see the outcome that I want for my future

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

Starting to save some money and wanted to develop a plan to work towards

How has Andrew Lee helped you?

Andrew's support has far exceeded my expectations. Conversations have revolved around budgeting, spending habits, ISA utilisation, pension maximisation and long-term financial planning. I experience a lot less financial anxiety knowing that I have a plan in place and knowing that Andrew is there should we need to speak.

Have you seen the outcome you were hoping for?

Absolutely. Andrew has helped me get the financial side of my life on track. If I compare my financials this time compared to last year, I am in a much better position and feel much more confident about the future.

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

Making sure I had enough money for our future

How has Andrew Lee helped you?

By showing us what to do with our money and safeguarding it

Have you seen the outcome you were hoping for?

Not yet only just started

What could they have done better?

Nothing

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

We needed someone to sort our money and Pensions out ?

How has Andrew Lee helped you?

Andrew is the most caring man that really puts you at ease . He has sorted so many options and we trust him with our life’s .

Have you seen the outcome you were hoping for?

Most definitely. He never fails to amaze us

What could they have done better?

Absolutely nothing .

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

I didn't really have a network around me that I could trust to help me understand what to do with my money past purchasing my first propertly. Andrew was recommended to me by my boss who very rarely recommends anyone, so I knew straight away that I would be in great hands.

How has Andrew Lee helped you?

Andrew has helped me to maximise on current savings, break down my outgoings and then plan for my future. Putting in to perspective where I can get the most from my money, allowing me to look forward to financial freedom when it is time to retire

Have you seen the outcome you were hoping for?

So far so good! Andrew is always there to help advise when needed or when ever I have worries. Infact Andrew knows me so well he tends to message me before I get a chance to message him about my worries.