Leanne Harris

This review is a follow-up review from a client who left a review previously.

How has Leanne Harris helped you since your last review?

Almost 5 years on and nearer my retirement date I wanted to withdraw some of my tax free allowance. Leanne helped with reassurance about my decision and which 'pot' I was accessing to do this.

This review is a follow-up review from a client who left a review previously.

How has Leanne Harris helped you since your last review?

As always, Leanne will keep me informed of all aspects regarding my investments, discussing any questions I may have.

This review is a follow-up review from a client who left a review previously.

How has Leanne Harris helped you since your last review?

We have looked at how our investments have performed and are very satisfied. We know that Leanne keeps tracking performance and would advise us if she recommended change.

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

Pensions and investments are complex issues and I wanted professional advice from a trusted advisor to help.

How has Leanne Harris helped you?

Leanne has helped me immensely with financial planning to the extent I feel 100% confident and relaxed with my current situation regarding my pension and investments.

Have you seen the outcome you were hoping for?

Above expectations.

What could they have done better?

I rarely give out 5 stars and therefore cannot think of anything that could have been done better.

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

Charges that I was paying were very high. Also found that the Financial advisor I was using was not giving good advice.

How has Leanne Harris helped you?

In my portfolio review with Leanne pointed out ,with evidence , how I was being let down. She then advised new portfolio which have lower costs and diverse funds.

Have you seen the outcome you were hoping for?

Yes ,Very pleased.

What could they have done better?

Nothing.

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

I was unhappy with previous financial advisor and previous pension plan

How has Leanne Harris helped you?

Switched pensions to a better plan and set up an ISA investment plan

Have you seen the outcome you were hoping for?

Very much so. A definite growth in both

What could they have done better?

Nothing

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

My partner suggested that an ISA might be a good way to invest my money after I had finished paying our mortgage. We sort help from an IFA (Leanne)

How has Leanne Harris helped you?

Leanne listened very carefully to my needs, assessed my finances and income, and explained my options. I chose to open an ISA, but didn't want to manage it myself as I didn't have the interest, understanding or time to do so. Leanne via her company undertook to manage the ISA for a small percentage of the earnings.

Have you seen the outcome you were hoping for?

Yes, apart from the widespread financial struggle during covid, the investments have grown year on year.

What could they have done better?

Nothing that I'm aware of. Leanne can give very expert detailed advice, but as someone who is not at all financially minded or interested, she is also able to simplify and communicate the essential details.

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

Whilst still working, issues around my NHS Pension and best options for investing savings and lump sums.

How has Leanne Harris helped you?

Leanne has been extremely helpful. She is a very knowledgeable, professional and approachable advisor. I have known her for years, and always valued and appreciated her advice, which has been excellent.

Have you seen the outcome you were hoping for?

Yes, apart from in terms of global events temporarily affecting everyone's stocks and shares, etc, to some extent. But following Leanne's advice, recovery has been good, and she has helped us to create a diverse portfolio which suits our circumstances very well.

What could they have done better?

Nothing. I can't fault Leanne's service.

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

IHT planning, pension advice

How has Leanne Harris helped you?

Very knowledgeable across the board. Is in tune to client needs and provides measured advice. Very responsive to enquiries and efficient. She is also proactive in suggesting new investment opportunities and maximising value for money.

Have you seen the outcome you were hoping for?

Yes. Very pleased

What could they have done better?

Nothing. Leanne has met and exceeded all expectations.

Please provide a brief comment about your experience with Leanne

I've been working with Leanne over the past few months and she's been very easy to work with; taking time to understand my situation and requirements and to build and establish trust that she has presented a solution to meet my needs.

Please provide a brief comment about your experience with Leanne

Should you require a hugely experienced, practical and honest straight-forward consultant - Look no further than Leanne Harris. The reason Leanne's client base is existing and very large is due to her consultative client approach with unbiased & extensive knowledgeable advice Jonathan Medical Sales Manager

This review is a follow-up review from a client who left a review previously.

How has Leanne Harris helped you since your last review?

Gave me advice on my slight change with my investment

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

Pension advice

How has Leanne Harris helped you?

Transfer of pension along with financial planning and advice on short to medium to long term financial needs. Drawdown advice and guidance to minimize income taxes. Annual income and expenditure reviews to ensure pension pot still on track to meet lifestyle requirements over my lifetime.

Have you seen the outcome you were hoping for?

So far so good, well in line with my expectations since initial pension transfer.

What could they have done better?

Nothing at this time

This review is a follow-up review from a client who left a review previously.

How has Leanne Harris helped you since your last review?

Leanne is always on hand to answer any questions I may have about my investments. Due to the volatile nature of the stock market in recent months it is assuring to know my investments are being well looked after.

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

My previous adviser retired.

How has Leanne Harris helped you?

Leanne is very prompt in returning my calls. She is happy to answer any question and give reassurance through regular updates. and has a network of people whom She can refer to if that is deemed necessary.

Have you seen the outcome you were hoping for?

Yes, despite our living in a choppy financial world

What could they have done better?

I am not sure Leanne could have done better.

This review is a follow-up review from a client who left a review previously.

How has Leanne Harris helped you since your last review?

Always gives me positive advice and easy to understand

Please provide a brief comment about your experience with Leanne

Professional and customer focused

This review is a follow-up review from a client who left a review previously.

How has Leanne Harris helped you since your last review?

Leanne introduced me to a more efficient way of handling my investments. She fully explained the differences and the benefits of the new process.

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

I was initially introduced to Leanne almost 10 years ago. Going with Leanne as my IFA was the best move I have made.

How has Leanne Harris helped you?

Leanne continues to exceed all my expectations. If she says she will do something, she does. Leanne does a lot of other things to help and rarely charges for her time. She is friendly, polite and has proved to be very good at her job. I don’t know what I would do if she ever decided to give her job up. A true professional.

Have you seen the outcome you were hoping for?

Even during the period with COVID and the market downturn, Leanne has met expectations.

What could they have done better?

Started being my advisor a lot earlier!

This review is a follow-up review from a client who left a review previously.

How has Leanne Harris helped you since your last review?

listened to me and dealt with my concerns. Leanne is converting my pensions to your new fund

This review is a follow-up review from a client who left a review previously.

How has Leanne Harris helped you since your last review?

Leanne has kept me updated and answered any questions I might have

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

Pension advice and retirement planning

How has Leanne Harris helped you?

Pension transfer, pension projections, fund changes on pensions

Have you seen the outcome you were hoping for?

Very happy with outcome and could not recommend Leanne more.

What could they have done better?

Nothing

This review is a follow-up review from a client who left a review previously.

How has Leanne Harris helped you since your last review?

Continued friendly support and advice.

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

I needed advice regarding the investment of a lump sum following my early retirement and also the most appropriate way, based on my personal circumstances, to ensure a steady income.

How has Leanne Harris helped you?

Leanne ascertained my attitude to risk and fully explained the options that were available to me. Leanne also keeps me informed of any forthcoming changes which would benefit me.

Have you seen the outcome you were hoping for?

Yes, even during the recent volatile period the income from my investments has been as expected.

What could they have done better?

I cannot think of anything that would improve the help that Leanne has provided as her service to me has always been exemplary.

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

Inheritance

How has Leanne Harris helped you?

Advised on investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, exceptional service as usual

This review is a follow-up review from a client who left a review previously.

How has Leanne Harris helped you since your last review?

Leanne has always answered any questions I might have immediately, and am always reassured by her replies.

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

Coming up to retirement and neede advice on pensions and annuities.

How has Leanne Harris helped you?

More than 8 years

Have you seen the outcome you were hoping for?

Yes.

This review is a follow-up review from a client who left a review previously.

How has Leanne Harris helped you since your last review?

I felt that it was appropriate to increase my monthly investments payment. I discussed this with with Leanne who has always responded to my questions fully and without the use of jargon. Leanne understands my needs completely and following the phone call arranged for the increase in payments to be made.

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

I had made some extremely bad financial decisions 10 years ago.

How has Leanne Harris helped you?

Leanne has been a remarkable source of help and guiding hand.

Have you seen the outcome you were hoping for?

Leanne has turned negativity into positiveness. My finances are now in a very good place, but more importantly is my confident state of mind.

What could they have done better?

I cannot think of anything that could have been done better. I am thrilled with the advice, help and positive outcomes achieved. Thank you so much Leanne.

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

The previous one knew less than me and was later diagnosed as autistic?

How has Leanne Harris helped you?

She has helped me with all aspects of pensions and has always been available to discuss any matters that worried me.

Have you seen the outcome you were hoping for?

I am very satisfied with the way the funds have held their price. I doubt if any other strategy would have worked significantly better.

What could they have done better?

Nothing.

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

Sale of my property

How has Leanne Harris helped you?

Leanne has invested the money from the sale of the property into a pension fund which I am more than happy with.

Have you seen the outcome you were hoping for?

I have already seen the benefits of the fund just as Leanne discussed with me.

What could they have done better?

With the present situation, Covid, brexit and the war in Ukraine, I am more than happy with my investment so all in all I am happy with the advice Leanne gave me.

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

Planning for retirement

How has Leanne Harris helped you?

Advice on investments and pension, selection of appropriate investment fund.

Have you seen the outcome you were hoping for?

We have received the good quality financial advice we were hoping for. Of course we do not yet know whether the long-term financial gains will be as hoped for. This is the only reason I have scored one question as a 4 rather than a 5. However, the funds she advised look very promising.

What could they have done better?

Nothing strikes me. Leanne was very helpful and explained things that were unfamiliar to us clearly.

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

Review of pensions, planning for retirement and future financial assessment

How has Leanne Harris helped you?

Fantastic help from Leanne in understanding financial forecast, re-alignment of pensions with new single source provider and allowed a clear and confident view on potential retirement fund/draw down options. Fantastic advice and amazing person to work with.

Have you seen the outcome you were hoping for?

100%, her help and advice has been fantastic. Prior to working with Leanne I had no real view on my future financial status, pensions options, funds advice etc. Leanne has brought a lot of peace of mind and excitement for the future.

What could they have done better?

Nothing.....

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

Looking for a way to protect savings against increased inflation

How has Leanne Harris helped you?

Very thorough and efficient assessment of our needs and flexible approach to taking our investments forward.

Have you seen the outcome you were hoping for?

Too early to say!

What could they have done better?

Nothing really.

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

My previous IFA had retired.

How has Leanne Harris helped you?

Leanne seemlessly took over the management of my pension portfolio from my previous IFA and then added value to the previous advice I'd been given by outlining options that I hadn't really considered before. This has helped me reassess my goals & outcomes.

Have you seen the outcome you were hoping for?

Yes. 100%.

What could they have done better?

Nothing really.

Please provide a brief comment about your experience with Leanne

Leanne was so helpful in our consultation, open, honest and extremely personable. I would highly recommend her to others .

This review is a follow-up review from a client who left a review previously.

How has Leanne Harris helped you since your last review?

Managed my investments to a high standard.

This review is a follow-up review from a client who left a review previously.

How has Leanne Harris helped you since your last review?

Leanne always prepares a thorough report regarding my investments. She takes time to discuss each aspect of the report and continues to make me feel a valued client.

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

Both my wife and I retired at about the same time and received lump sums as part of our pension packages. We waned advice on how to best invest these to provide an additional income to supplement our pensions.

How has Leanne Harris helped you?

Leanne talked us through the range of options enabling us to make an informed decision.

Have you seen the outcome you were hoping for?

Yes. The level of additional income has been about what we expected.

What could they have done better?

To be honest very little. We are more than happy with the all-round service provided and the quality of the advice given.

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

Wanting the best from our savings

How has Leanne Harris helped you?

She has made more money for us than we could have done for ourselves

Have you seen the outcome you were hoping for?

yes although other circumstances beyond anyone's control have affected things. EG COVID

What could they have done better?

nothing

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

A lump sum of money needed investment

How has Leanne Harris helped you?

Good advice and clear details of what we we’re doing

Have you seen the outcome you were hoping for?

Not yet

What could they have done better?

Nothing

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

I sold some property and wanted to invest the money in a financial plan that would give me some return on the investment.

How has Leanne Harris helped you?

Leanne walked me through all the different risk factors of the different plans.

Have you seen the outcome you were hoping for?

Yes I have, with all the ups and downs of brexit and covid, I am satisfied with the outcome.

What could they have done better?

I think under the circumstances I don't see anything could have been done better.

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

Personal pension not performing/expensive and communications with company difficult

How has Leanne Harris helped you?

Leanne looked at all our pensions and savings as a couple and gave advise based on what we wanted to achieve - she looked into the options for my pension, which she agreed would benefit from moving to another provider. She is friendly and approachable and can explain things to a non-expert in way that makes sense without being condescending.

Have you seen the outcome you were hoping for?

I believe so; my pension is in the process of being moved, and I now have the benefit of Leanne who will review at least annually and who I can call and talk to about such matters - overall this is costing me less than it would have been to leave my pension where it was

What could they have done better?

I don't think there is anything they could have done better.

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

I have a Young Family and required advice on life insurance, income protection, investments and pension / retirement planning

How has Leanne Harris helped you?

Leanne was fantastic from the initial meeting up to the point we made any decisions. She is extremely knowledgeable and provided a transparent and thorough service. She had time to answer questions and was available to confirm and further queries or questions if required. I have managed to change a number of products for the better and will be contacting Leanne again to discuss investments for the future.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I was very happy with the whole process

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

Hitting the age of 50 made me reflect on my financial circumstances to see whether my money was working to its full potential and that my children were well provided for in the future

How has Leanne Harris helped you?

Leanne took the time to establish what my priorities were, reviewed my many pension plans from different jobs over the years, and savings accounts held. She helped me move my investments to accounts which offered better returns than those I was getting

Have you seen the outcome you were hoping for?

Smooth transition of accounts - too soon to say at the moment on financial outcomes

What could they have done better?

I’m struggling to think of anything that Leanne could improve on. She’s been very responsive to any questions that I have had and taken the time to do a full review of my current status and help me plan for my retirement - thank you!

This review is a follow-up review from a client who left a review previously.

How has Leanne Harris helped you since your last review?

We have been kept up to date with our investments despite the lockdown. Meetings have been easy by Zoom and our queries have been dealt with promptly. We have moved money across into our ISAs.

This review is a follow-up review from a client who left a review previously.

How has Leanne Harris helped you since your last review?

Leanne is always ready to give help and advice at any time, she is friendly and business like dealing with any enquiries have I may have in a professional manner. I last enquired about an an issue with the Aegon Dashboard. While Leanne was happy to discuss this with me and take it further the problem resolved itself before any action could be taken. Once again Leanne showed that nothing is to much trouble for her.

This review is a follow-up review from a client who left a review previously.

How has Leanne Harris helped you since your last review?

Leanne Constantly keeps in touch regarding savings

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

Pension transfer

How has Leanne Harris helped you?

Gave guidance around the associated risks and benefits of transferring from a defined benefit scheme. Did a thorough review of current and future financial requirements in line with my risk profile.

Have you seen the outcome you were hoping for?

The outcome so far has far exceeded my expectations.

What could they have done better?

Nothing

This review is a follow-up review from a client who left a review previously.

How has Leanne Harris helped you since your last review?

As my circumstances have changed around work she has advised me as to what to do for the best with my investments.

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

Change of pensions and future financial planning for retirement.

How has Leanne Harris helped you?

Helped me assess future options, recommendations on pension options and general future financial retirement income. Great service, very happy.

Have you seen the outcome you were hoping for?

Yes 100% also put me in touch with other good financial advisors for morgage.

What could they have done better?

Nothing, Leanne is great.

This review is a follow-up review from a client who left a review previously.

How has Leanne Harris helped you since your last review?

thorough ongoing annual review and very helpful attention to complex new matter

This review is a follow-up review from a client who left a review previously.

How has Leanne Harris helped you since your last review?

Leanne is always readily contactable for friendly, sensible and supportive advice.

This review is a follow-up review from a client who left a review previously.

How has Leanne Harris helped you since your last review?

Continued support for our portfolios despite covid. We are in a very satisfactory financial position.

Please provide a brief comment about your experience with Leanne

Very down to earth and understanding so hoping for a great financial outcome or at least having a positive steer to what could be.

Please provide a brief comment about your experience with Leanne

Leanne called me back as soon as practical after I requested contact. She was very clear in her explanation of her services and charges. At this stage I am undecided as to whether I do need the services of a financial adviser but if do then I will ask Leanne for further help. She made me feel confident that what she could offer me would be helpful and would be provided at a fare rate.

This review is a follow-up review from a client who left a review previously.

How has Leanne Harris helped you since your last review?

Leanne has continued to keep me informed of the best options regarding my investments. This was very much appreciated during a period of volatile fluctuations in the market.

This review is a follow-up review from a client who left a review previously.

How has Leanne Harris helped you since your last review?

Leanne always responds promptly when we need advice about changing circumstances. She is realistic but positive and helpful.

This review is a follow-up review from a client who left a review previously.

How has Leanne Harris helped you since your last review?

Leanne has continued to keep in touch even through the lockdown to answer any questions and give level headed advice. I recently retired and Leanne’s help with pension transfer and investment was well appreciated. Leanne is an exceptional advisor who obviously puts the interests of her clients first before her own which I appreciated and saved me money other advisors were not prepared to do.

This review is a follow-up review from a client who left a review previously.

How has Leanne Harris helped you since your last review?

Reviewed my investments

This review is a follow-up review from a client who left a review previously.

How has Leanne Harris helped you since your last review?

During the pandemic situation and the fluctuations in financial markets I do accept and understand our investments.A

This review is a follow-up review from a client who left a review previously.

How has Leanne Harris helped you since your last review?

Arranging financial transfers into stocks and shares isa, and general advice and reassurance.

This review is a follow-up review from a client who left a review previously.

How has Leanne Harris helped you since your last review?

During our discussions of the current financial environment we have explored different ways of capitalising on my investments.

This review is a follow-up review from a client who left a review previously.

How has Leanne Harris helped you since your last review?

Ensured stable investments despite coronavirus difficulties. Answered queries promptly.

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

Currently using Leanne

How has Leanne Harris helped you?

Review of current investments

Have you seen the outcome you were hoping for?

Yes

This review is a follow-up review from a client who left a review previously.

How has Leanne Harris helped you since your last review?

Right from the outset Leanne has provided me with positive information about my income based investment plan, although the financial position the markets are in at the moment are struggling, I am confident with leanne's guidance that things will improve. I am more than happy with the service she has given.

This review is a follow-up review from a client who left a review previously.

How has Leanne Harris helped you since your last review?

Explained thoroughly about my investments and guided me to make the best of my savings.

This review is a follow-up review from a client who left a review previously.

How has Leanne Harris helped you since your last review?

Monitoring our investments and assisting us to withdraw some efficiently when requested.

This review is a follow-up review from a client who left a review previously.

How has Leanne Harris helped you since your last review?

During these very difficult times Leanne has been in touch and we have spoken about the investments and she has been most professional in her capacity as adviser and friend.Thank you

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

i was looking for a decent income from my savings which i was not getting from my bank or building society,

How has Leanne Harris helped you?

a friend told me about leanne so we arranged a meeting, She explaned in simple terms (which was just right for me) an investment plan.

Have you seen the outcome you were hoping for?

yes. almost exactly what i had hoped for if not slightly better.

What could they have done better?

i honestly cannot think of anything.

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

Needed advice on retirement planning and investments.

How has Leanne Harris helped you?

Leanne gave great advice on where to invest a lump sum to generate income.

Have you seen the outcome you were hoping for?

I’m confident that I will.

What could they have done better?

Nothing.

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

need for wise investment

How has Leanne Harris helped you?

a very thorough examination of the options, and execution of decisions

Have you seen the outcome you were hoping for?

yes

What could they have done better?

can't think of anything!

Please provide a brief comment about your experience with Leanne

Excellent and concise information with a very approachable lady. Would recommend

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

Sale of my Appartment and what to do with my capital

How has Leanne Harris helped you?

Leanne discussed with me what to do with my money

Have you seen the outcome you were hoping for?

Not yet, too soon

What could they have done better?

After a full discussion about my financial position I was in no doubt I had done the right thing, there is nothing more I could add.

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

long term relationship, with good quality , broad and comprehensive advice . Straight foward , honest and upfront .

How has Leanne Harris helped you?

She had a broad knowledge about insurance products , that helped us save lots of unnecesarry expenses. She was attentive to our needs and has been keen to reduce charges from different platforms. She has given us tailored advice on a broad range of financial questions .

Have you seen the outcome you were hoping for?

Yes, the investements have been good , and the service , excellent

What could they have done better?

We have not had any issues , to consider improvement.

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

Initially looking at pension planning. Also then needed improved investment planning, previously done by my bank who stopped this service.

How has Leanne Harris helped you?

Arranged a favourable annuity from a significant pension pot. She advised me about issues around Lifetime earnings optimising my liabilities and has helped with a very productive portfolio for a significant investment sum.

Have you seen the outcome you were hoping for?

Yes, despite the best efforts of brexit to disrupt them!

What could they have done better?

I'm not sure how!

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

Both my wife and I retired quite recently (2016) and needed some advice on what to do with our existing savings and the lump sums that we had received as part of our retirement packages.

How has Leanne Harris helped you?

She helped us to make investments that reflected our attitude to risk and also suggested that we might use our lump sums to receive a monthly income until we reached the state pension age.

Have you seen the outcome you were hoping for?

Over the last 3 years we have been pleased with the performance of our investments and also pleasantly surprised by the level of income that the investment of our lump sums has been able to achieve.

What could they have done better?

Difficult to say- there is nothing obvious. One of our initial concerns about using a financial advisor was that we might be baffled by jargon and complex financial concepts. In fact it has been the opposite. Leanne has gone out of her way to pitch her explanations of the various alternatives at a level we could understand and enable us to make our own judgements of what was best for us.

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

I wanted to ensure that the two pensions I had with different companies served my needs and my risk level appropriately and offer advice on whether I should take any action to preserve what is in the pensions 5 years from retirement.

How has Leanne Harris helped you?

Leanne was extremely helpful and patient and her approach is very friendly and approachable. Leanne did research into the products I have and where funds are invested and suggested moving to a lower risk fund as I am so close to retirement and do not wish to risk losing significant amounts from my pension whilst still wanting it to grow.

Have you seen the outcome you were hoping for?

Leanne has helped me to see the funds I have are in a higher risk than I am comfortable with and helped me to move them into a lower risk and reassured me that this is the right move for me and taken away the fear of not understanding all the information on the different funds with the two companies which was overwhelming to someone without a full understanding of financial markets.

What could they have done better?

I cannot think of anything Leanne could have done better. I would definitely use her services again and recommend her to others.