Lee's reviews
Reviewed for
Insurance and Protection ( 26 )
Mortgages ( 55 )
Pensions ( 70 )
Equity Release ( 7 )
Retirement income (annuities, drawdown) ( 29 )
Auto Enrolment ( 10 )
Investments and Savings ( 48 )
Pension Transfers - Non Specialist ( 19 )
Inheritance Planning ( 13 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 12 )
Financial Mentoring ( 3 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 15 )
£200k - £500k ( 11 )
£100k - £200k ( 10 )
Up to £50k ( 22 )
£50k - 100k ( 9 )
First impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with Lee
Found Lee knowledgeable and very easy to get points across so that I could comprehend.
First impression
by a VouchedFor user
a year ago
Overall
Please provide a brief comment about your experience with Lee
Lee was great, really friendly and super helpful. He listened to what I needed and provided really helpful advice. Really glad I used this service, things went smoothly and would recommend to anyone.
First impression
by a VouchedFor user
a year ago
Overall
Please provide a brief comment about your experience with Lee
Lee was friendly. He listened to my queries and provided me information to take it further and suggested the right tools for me
First impression
by a VouchedFor user
a year ago
Overall
Please provide a brief comment about your experience with Lee
Very nice and polite, efficient and precise. Would strongly recommend.
Review
by a verified client in West Midlands
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Considering retirement and wanted advice on how to plan and whether we could afford too at that age point
How has Lee Gardner helped you?
Full financial profiling and re structured our portfolio, also provided good advice when feeling concerned during period of global financial wobbles.
Have you seen the outcome you were hoping for?
Starting to, but the advice and impacts of decisions have been all clearly explained.
What could they have done better?
Nothing we can think of