Lee Andersen

Lee Andersen

Kellyhill Financial Planning Ltd

Minimum savings/pensions: Any amount

0330 038 8939
Based in Haverhill
View location

Top Rated 2025
Verified since: January, 2024

4.9 out of 5

48 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 24 March 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

    Verified reviews: 100%

    Lee has received 26 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    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

    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 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

  • 17

    Positive 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 17 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 24 March 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

    Verified reviews: 100%

    Lee has received 26 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    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

    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 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

  • 17

    Positive 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 17 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

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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.