Becky's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 1 )
Pensions ( 3 )
Investments and Savings ( 2 )
Pension Transfers - Non Specialist ( 1 )
Reviewers' assets
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
4 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?
We run our own business and need to plan how to best provision for our pensions
How has Becky Lee helped you?
Becky is both personable and professional and has given us very valuable advice.
Have you seen the outcome you were hoping for?
In terms of process, yes. In terms of outcome, the next decade will tell ..
Review
by a verified client in Wiltshire
4 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?
Business doing well, so time to invest personally.
How has Becky Lee helped you?
In a busy world, with information coming from all directions, it’s great to find someone who has the ability to listen and understand your personal circumstances, resulting in a product that is bespoke and tailored. Rebecca clearly knows her stuff, and is keen to see her clients get the very best from their investments. Her reputation matters to her enormously, and this is reflected in the service and ongoing support she offers.
Have you seen the outcome you were hoping for?
Yes, despite Covid the fund realised 16% growth in 1 year.
Review
by a verified client in Wiltshire
4 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?
First time buyer of a house, setting up pensions, and business insurance / income protection
How has Becky Lee helped you?
Very professionally and friendly. Rebecca took the time to explain everything to me ( in English! Not financial terms) Rebecca went above and beyond to make sure i was happy and the products were right for me.
Have you seen the outcome you were hoping for?
Absolutely!
What could they have done better?
As of yet... nothing.