0330 038 8939
Based in Haverhill
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: January, 2024
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Lee and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 24 April 2025
Lee and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
26
Recent Client Reviews
Lee has received 26 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Lee has received 26 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 27 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
1
Qualifications Uploaded
Lee has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Lee has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Lee has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Lee has provided information on their typical fees
Lee has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
19
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Lee (based on 19 first impressions)
100% of users who are not yet clients had a positive first experience with Lee
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Lee (based on 19 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Lee and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 24 April 2025
Lee and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
26
Recent Client Reviews
Lee has received 26 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Lee has received 26 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 27 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
1
Qualifications Uploaded
Lee has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Lee has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Lee has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Lee has provided information on their typical fees
Lee has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
19
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Lee (based on 19 first impressions)
100% of users who are not yet clients had a positive first experience with Lee
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Lee (based on 19 first impressions)
I provide bespoke financial plans for individuals, couples and business owners, focussing on retirement income, retirement planning, savings and investments, protection and estate planning. My existing clients have found me to be "highly professional", "a good listener", "proactive with communication" and have commented I have provided them with "sensible solutions" to their needs, explaining tricky concepts in an "easy to understand" manner. Kellyhill Financial Planning Ltd is an Authorised Representative of M&G Wealth Advice. I am a restricted adviser, advising on a suite of Prudential & M&G products, as well as other carefully selected providers. Initial meetings with clients are completely free, either in person or remotely via Microsoft Teams. Away from my work, I enjoy spending time with my wife, daughter, and mad cocker spaniel pup! I'm a sports and music enthusiast who loves nothing more than a long dog walk in the countryside.
Offers available through VouchedFor
Contact Lee through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Lee's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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Savings
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Adviser Disclaimer
Kellyhill Financial Planning Limited is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.