Leckie's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 1 )
Pensions ( 14 )
Retirement income (annuities, drawdown) ( 8 )
Auto Enrolment ( 1 )
Investments and Savings ( 14 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 10 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 10 )
Financial Mentoring ( 5 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 2 )
£50k - 100k ( 1 )
Up to £50k ( 1 )
Review
by a verified client in Cumbria
3 months ago
Overall
Value
Service
Advice
What were the circumstances that caused you to initially look for an adviser?
Invest in a private pension and income on retirement.
How has Leckie Presley helped you?
annual review and advise
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
nothing
Review
by a verified client in Nottinghamshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I took my pension out them years ago and now Leckie has took over looking after it all my investment has grown very well and she keeps me very well informed with everything
How has Leckie Presley helped you?
By keeping me informed and making sure I am doing the best with my money
Have you seen the outcome you were hoping for?
Yes my investment has grown
What could they have done better?
They have been spot on
Review
by a verified client in Nottinghamshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Family support
How has Leckie Presley helped you?
She is so knowledgeable and helpful looking at all angles of protecting wealth and helping support growth
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Nottinghamshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Sorting out our pensions
How has Leckie Presley helped you?
Guiding, explaining and supporting
Have you seen the outcome you were hoping for?
Yes, but it is an ongoing process
What could they have done better?
Nothing she is great - professional and efficient
Review
by a verified client in Nottinghamshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
When we started a new business and took on a rental property we felt we needed more advice for our future financial planning.
How has Leckie Presley helped you?
She had forecasted our financial needs based on our personal circumstances and our future plans. We have aligned our pensions and looked at work pension contributions.
Have you seen the outcome you were hoping for?
The advice has given us confidence that we have everything in place to meet our financial goals.