Leighton Ballantine

Please provide a brief comment about your experience with Leighton

Leighton has provided me with an exceptionally comprehensive and thoroughly detailed package of excellent advice on how and where to proceed with pension guidance. I cannot recommend him highly enough for the prompt, courteous and totally professional service he offers. He is a genuine expert in this area of work and I remain deeply grateful for his both his knowledge and his expertise which has been of immense help.

What were the circumstances that caused you to initially look for an adviser?

Advice for savings

How has Leighton Ballantine helped you?

Clear, professional advice given in a trusting friendly environment

Have you seen the outcome you were hoping for?

Leighton has helped me trust the process

What were the circumstances that caused you to initially look for an adviser?

To manager my savings and provide for a secure older age

How has Leighton Ballantine helped you?

Understood what I required from my money and gave clarity as to how I could invest it to make me feel I had enough to spend now as well as insuring my future needs. Leighton manages to explain everything in a way I can understand and helps me review future requirements

Have you seen the outcome you were hoping for?

Yes, a good return on my savings

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

As we were both approaching retirement age, we required financial advice in order to prepare for the future.

How has Leighton Ballantine helped you?

Leighton has provided excellent advice in a very clear way. He is always happy to answer any questions, whether during our annual investment review meeting or between these meetings.

Have you seen the outcome you were hoping for?

Yes. We wanted to ensure our investments were sound within our attitudes to risk.

What could they have done better?

Nothing we can think of.

What were the circumstances that caused you to initially look for an adviser?

We had a financial advisor with whom we were very dissatisfied. Having met Leighton, we were sure that he would give us sound financial advice.

How has Leighton Ballantine helped you?

He has always been available when needed. He listens to us and clearly explains our options.

Have you seen the outcome you were hoping for?

Time will tell, thus far yes!