Lee's reviews
Reviewed for
Insurance and Protection ( 4 )
Mortgages ( 3 )
Pensions ( 14 )
Retirement income (annuities, drawdown) ( 3 )
Investments and Savings ( 12 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 2 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 4 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 2 )
£100k - £200k ( 3 )
Up to £50k ( 1 )
£50k - 100k ( 1 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Staffordshire
2 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had several pension pots and wanted to bring them together for easier management
How has Lee Kirven helped you?
Lee was extremely knowledgeable but also very personable and really gained an understanding of my needs and personal drivers. He explained things checking my understanding and allowed me time for decisions without any pressure at all.
Have you seen the outcome you were hoping for?
Yes absolutely
What could they have done better?
Nothing, I have already recommended Lee to several friends.
Lee:
Thanks for your lovely comments Sharon and many thanks for recommending me to your friends. I look forward to working together.First impression
by a VouchedFor user
2 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Please provide a brief comment about your experience with Lee
Lee undertsood my requirements related to personal and business financial planning, provided clear and valuable analysis and details of the services available. Prompt and efficient communication by phone and email, professional and easy to work with during meeting. Would recommend.
Lee:
It was lovely to meet with you and I’m so pleased you found our meeting helpful.First impression
by a VouchedFor user
2 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Please provide a brief comment about your experience with Lee
We have found Lee to be friendly,polite and informative with our requirements
Lee:
Thank you for your kind words Phil; it was lovely meeting with you and I look forward to helping you further.Review
by a verified client in Staffordshire
2 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pensions help
How has Lee Kirven helped you?
Retirement plans
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Staffordshire
3 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to sort my pensions as I was approaching retirement.
How has Lee Kirven helped you?
Lee explained in detail what sort of pensions I held and what I could do with them.
Have you seen the outcome you were hoping for?
Yes I retired and Lee continues to manage my pensions.
What could they have done better?
Nothing Lee has offered a first class service.
Lee:
Thanks David, I have really enjoyed working with you over the past few years.