Becky's reviews
Reviewed for
Insurance and Protection ( 8 )
Mortgages ( 1 )
Pensions ( 39 )
Retirement income (annuities, drawdown) ( 21 )
Investments and Savings ( 25 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 8 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 25 )
Financial Mentoring ( 2 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 2 )
£100k - £200k ( 12 )
£50k - 100k ( 3 )
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 Wiltshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Personal recommendation from a friend
How has Becky Lee helped you?
Made pensions & financial planning advise Very easy to understand & everything transparent
Have you seen the outcome you were hoping for?
Early days so no view on that quite yet
What could they have done better?
Nothing , so far all good
Becky:
Thank you, Stuart, for taking the time to leave such a positive review. I really appreciate your feedback and am pleased to hear that your experience so far has been a good one. It is always particularly rewarding when a new client comes to me through a personal recommendation, and I am grateful for the trust you have placed in me. Pensions and financial planning can sometimes feel complicated, so I am delighted that you have found the advice clear, straightforward and easy to understand. Transparency is also extremely important to me. I want clients to understand not only the recommendations being made, but also the reasoning behind them, so they can feel informed and confident about the decisions they make for their financial future. As you rightly say, it is still early days, and good financial planning is very much a long-term process. We will continue to review your arrangements and make adjustments where appropriate as your circumstances, objectives and plans develop. Thank you again, Stuart, for your kind words. I look forward to continuing to work with you and supporting you on your financial journey.Review
by a verified client in Wiltshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pensions an retirement plan Investment
How has Becky Lee helped you?
With our pensions and retirement plan and our daughters savings
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Nothing they are all fabulous
Becky:
Thank you, Donna, for taking the time to leave such a lovely review. I really appreciate your kind words, particularly your comment about the whole team being fabulous. I know everyone will be delighted to hear that their support has made such a positive impression. It has been a real pleasure helping you with your pensions, investments and retirement planning. Putting the right plans in place for retirement is about much more than pensions alone; it is about understanding what you want for the future and creating a financial plan that gives you confidence and reassurance as you move towards that next stage. I am also very pleased that we have been able to help with your daughter’s savings. Being able to consider the wider family and help put plans in place for the next generation is an important and rewarding part of long-term financial planning. It is wonderful to hear that you have absolutely achieved the outcome you were hoping for. Thank you again, Donna, for your trust and your generous feedback. The team and I look forward to continuing to support you and your family in the years ahead.Review
by a verified client in Wiltshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted to know if I could retire early,
How has Becky Lee helped you?
Looked at all my options moved my pensions and made it possible
Have you seen the outcome you were hoping for?
Definitely
What could they have done better?
Nothing that I can see
Becky:
Thank you, Brian, for taking the time to leave such a positive review. I really appreciate your kind feedback and am delighted to hear that you have achieved the outcome you were hoping for. It was a pleasure to help you explore whether early retirement could be a realistic option. Making the decision to retire is a significant milestone, particularly when considering doing so earlier than originally planned, and it is important to have a clear understanding of your financial position and the choices available. By reviewing your circumstances, exploring the different options and looking carefully at your existing pension arrangements, we were able to put a plan in place that made your early retirement possible. I am especially pleased that the process has given you the confidence to take that step and enjoy the next chapter. Thank you also for saying there is nothing you feel we could have done better. It means a great deal to know that you have been happy with the advice and service you have received. Thank you again, Brian, for placing your trust in me. I look forward to continuing to support you throughout your retirement and helping ensure your financial plans remain on track.Review
by a verified client in Wiltshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was approaching retirement and wanted pension advice
How has Becky Lee helped you?
Becky has been extremely helpful. She is professional but at the same time helpful and friendly. Becky helped me put a suitable retirement plan in place.
Have you seen the outcome you were hoping for?
Yes. I feel very confident with Becky as my financial adviser.
What could they have done better?
Nothing. They go above and beyond.
Becky:
Thank you, Jenny, for taking the time to leave such a thoughtful review. Your kind words, particularly that we go above and beyond, really do mean a great deal to me and the team. It has been a pleasure helping you as you approached retirement and working with you to put a suitable retirement plan in place. Retirement is an important life transition, and having a clear financial plan can provide valuable reassurance when making decisions about pensions, income and the years ahead. I am especially pleased to hear that you have found my approach professional, friendly and helpful. Building a relationship where clients feel comfortable discussing their circumstances, asking questions and understanding the options available to them is a very important part of the way I work. Most of all, it is wonderful to know that you feel confident having me as your financial adviser. That trust is something I value greatly, and I will continue to ensure that your plans are reviewed and adapted as your circumstances and goals evolve. Thank you again, Jenny, for your lovely feedback. I look forward to continuing to support you throughout your retirement.Review
by a verified client in Somerset
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Becky Lee helped you?
Advice on investments
Have you seen the outcome you were hoping for?
Better than expected
What could they have done better?
Nothing
Becky:
Thank you, Mike, for taking the time to leave such a kind review. I really appreciate your feedback and am delighted to hear that you have had such a positive experience. It was a pleasure to help you as you planned for retirement and to provide investment advice tailored to your circumstances and long-term goals. Retirement is a significant milestone, and having a clear investment strategy can play an important role in providing confidence and financial security for the years ahead. I am especially pleased to hear that the outcome has been even better than you expected. It is always rewarding to know that the advice and planning have made a meaningful difference and helped you feel confident about your financial future. Thank you also for your comment that there was nothing you felt could have been done better. Feedback like this means a great deal and reflects the importance of building long-term relationships based on trust, clear communication and personalised advice. Thank you again, Mike, for placing your trust in me. I look forward to continuing to support you throughout your retirement and helping you keep your financial plans on track.