Lelde's reviews
Reviewed for
Pensions ( 3 )
Retirement income (annuities, drawdown) ( 3 )
Investments and Savings ( 3 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 2 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 3 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 1 )
£50k - 100k ( 1 )
First impression
by a VouchedFor user
11 days ago
Overall
Please provide a brief comment about your experience with Lelde
Lelde was incredibly helpful in advising us towards setting up and maintaining a Self-Invested Personal Pension. She was insightful, diligent and patient with all of our queries despite the meeting running over the allotted time. I look forward to contacting her again in the future and whole-heartedly recommend!
Lelde:
Thank you for taking the time to leave such a thoughtful review. I’m so pleased to hear that you found the guidance around setting up and maintaining your Self-Invested Personal Pension helpful. It's always my aim to offer clear and considered advice, especially when navigating important decisions like these, so I’m really glad that came through in our meeting. Your kind words about the level of insight, diligence and patience are greatly appreciated. It's not uncommon for meetings to run a little over when we're covering ground that really matters to you, and I’m always happy to take the time needed to ensure everything is fully understood. I'm delighted to know you’d feel confident getting in touch again in future, and truly value your recommendation. Helping clients feel supported and informed is at the heart of what I do.Review
by a verified client in Hampshire
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advice following receiving shares from my company
How has Lelde Kasatkina helped you?
Lelde and Larry Clarke have helped with diversifying our investments and not keeping shares in one company
Have you seen the outcome you were hoping for?
Yes very much so
What could they have done better?
Not much !
Lelde:
Thank you for taking the time to leave such a thoughtful review. I’m so pleased to hear that the support Larry and I have provided has made a real difference to your financial planning. It’s great to know that our guidance on diversifying your investments, particularly after receiving company shares, has been helpful. Managing that kind of concentration risk is an important step in building long-term financial stability. Hearing that you’ve seen the outcome you were hoping for means a great deal. I always aim to offer clear, personalised advice that helps my clients feel confident in their decisions, so I’m really glad to know that’s been your experience. Thanks again for your kind words and for placing your trust in us. I look forward to continuing to support you in the future.Review
by a verified client in Hampshire
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
An Inheritance
How has Lelde Kasatkina helped you?
Good Advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Lelde:
Thank you so much for taking the time to leave this review. I'm really pleased to hear that you were happy with the advice and support provided. It's always a privilege to assist clients through important financial moments such as receiving an inheritance, and I'm glad the guidance helped you feel confident in your decisions. Hearing that you wouldn’t have changed anything about the experience and that the outcome met your expectations is truly appreciated. Clear, thoughtful advice during times of change is one of the most valuable aspects of working with a financial adviser, and I’m glad to know it made a difference for you. Thanks again for your kind words and for placing your trust in the advice provided. Should you need anything in future, I’ll be here to help.Review
by a verified client in Hampshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking forward to retirement
How has Lelde Kasatkina helped you?
She found something on an old pension
Have you seen the outcome you were hoping for?
Hopefully
Lelde:
Thank you for taking the time to share your experience working with me. It’s great to hear that I was able to help you plan for a comfortable retirement. Recovering previously overlooked assets can often make a real difference in reaching financial goals, and it sounds like you’re on a positive path forward. Your confidence in recommending me to friends and family, as well as your appreciation for the insights from VouchedFor reviews, is much appreciated. I am committed to providing personalised advice to help my clients make informed decisions for the future. Thank you again for your review.Review
by a verified client in Hampshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial
How has Lelde Kasatkina helped you?
Financial
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
All good
Lelde:
Thank you for your positive review and for sharing your experience. I'm pleased to hear that my guidance met your expectations and provided the financial support you were seeking. It’s encouraging to know that you’d confidently recommend me to anyone in need of financial advice, and that my reviews helped to reassure you in making your decision. I'm grateful for your trust in my services and the time you’ve taken to reflect on your journey. If there’s ever anything more I can do to support your financial goals, please don’t hesitate to reach out.