Lee's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 4 )
Pensions ( 45 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 34 )
Auto Enrolment ( 2 )
Investments and Savings ( 47 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 14 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 33 )
Financial Mentoring ( 6 )
Financial Coaching ( 2 )
( 3 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 19 )
£100k - £200k ( 9 )
Up to £50k ( 8 )
£50k - 100k ( 2 )
First impression
by a VouchedFor user
10 days ago
Overall
Please provide a brief comment about your experience with Lee
responded rapidly to my initial inquiry. Haven’t had a meeting yet.
Review
by a verified client in Sussex
24 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Lee Waters helped you?
I have a clearer view of my financial future. I am comfortable Lee is looking after my investments so I don't have the day to day concerns.
Have you seen the outcome you were hoping for?
Definitely
What could they have done better?
I am happy with the current level of service
Review
by a verified client in Norfolk
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
2016 - moving my company pension into a SIPP
How has Lee Waters helped you?
Since 2016, helping my transfer out of my company scheme, and managing my Pension in the years since, including since my initial drawdown in May 2022
Have you seen the outcome you were hoping for?
Yes, I have been very happy with the quality of advice I have received and the performance of my pension fund since working with Lee and his firm.
What could they have done better?
Nothing that springs to mind. Very happy with every aspect of their service.
Lee:
Dear Mark, Thank you for taking the time to share such a thoughtful review. It’s been a pleasure working with you since 2016, helping you transfer your company pension and manage your retirement planning. I’m really pleased to hear that you’ve been happy with the quality of advice and the performance of your pension fund, particularly since your initial drawdown in 2022. It’s great to know you feel confident that your plans remain on track. Regular reviews and clear communication are key to ensuring that your pension continues to support your retirement goals, and I appreciate the trust you’ve placed in me over the years. It’s also encouraging to hear that you feel comfortable discussing both financial and personal matters, as financial planning is about more than just numbers—it’s about providing reassurance and helping you enjoy your retirement with confidence. If there’s ever anything you need, please don’t hesitate to reach out. I look forward to continuing to support you in the years ahead. Best regards, Lee WatersReview
by a verified client in East Sussex
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed some advice over tax effective pension saving.
How has Lee Waters helped you?
Helped with a special pension contribution.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Lee:
Dear Michaela, Thank you so much for taking the time to leave such a thoughtful review. I’m delighted to hear that I’ve been able to support you with advice around tax-efficient pension saving and assisting with your special pension contribution. It’s great to know that you’ve seen the outcome you were hoping for and feel confident that you’re on track to achieve your goals. I’m also pleased that you’ve found our correspondence clear and helpful—it’s always my aim to ensure that any advice I provide is easy to understand and empowers you to make informed decisions. Knowing that you’d feel confident recommending my services to others is especially gratifying, and I truly appreciate your trust and confidence in the work we do together. If you ever have any further questions or need additional support, please don’t hesitate to reach out at any time. I’m always here to help. Warm regards, Lee WatersReview
by a verified client in East Sussex
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement so needed to have everything in place.
How has Lee Waters helped you?
Given sound advice on the options available to me.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing.
Lee:
Dear Andrew, Thank you for taking the time to leave such a detailed and thoughtful review. I’m delighted to hear that you’re confident in the advice provided and feel on track as you approach retirement. It’s been a privilege to help you navigate the options available to ensure everything is in place for this important phase of life. I’m especially pleased that you feel comfortable discussing not just financial matters but also personal challenges. Building that level of trust and open communication is at the heart of my approach, and I truly value the strong working relationship we’ve developed over the years. It’s also reassuring to know you find our correspondence clear and easy to engage with, and that the advice has met your expectations. Your kind words about recommending my services to others mean a great deal and reflect the confidence we’ve built together. If there’s ever anything further I can do to support you or your family, please don’t hesitate to get in touch. Best regards, Lee Waters