Lee Waterfall

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

Knowledgeable, professional and always available. Would highly recommend.

How has Lee Waterfall helped you?

With general financial advice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

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

To consolidate several different pensions into one

How has Lee Waterfall helped you?

Clear advice on my options that best suit my circumstances and needs

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Needed pension advice and Lee came highly recommend by word of mouth (the best way)

How has Lee Waterfall helped you?

Pension transfer was seamless and always at the end of the phone should I need any advice or guidance

Have you seen the outcome you were hoping for?

110% Would not hesitate to recommend Lee to anyone seeking pension advice. Always efficient and available if you require advice.

What could they have done better?

Nothing

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

Lee became the advisor to the social enterprise I was previously CEO of, for many years looking after not only the organisations interests but all staff within the company pension scheme.

How has Lee Waterfall helped you?

During this period that Lee was our organisations pension advisor he was extremely pro active in helping me navigate a number of personal financial arrangements all of which have paid off. On retirement Lee has continued to manage my pension investments providing support and advice whenever asked for and assisting with all drawdowns.

Have you seen the outcome you were hoping for?

Yes, I couldn't be more pleased.

What could they have done better?

Nothing.

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

I wanted to start taking money from my pension and centralise a number of pots for me and my wife.

How has Lee Waterfall helped you?

Lee, provided an excellent overview of the opportunities available and came up with various solutions in the end providing one that was tailored to our specific risk profile.

Have you seen the outcome you were hoping for?

We got the outcome we were hoping for with the availability of draw down funds, centralisation of pension pots and good communications through the process.