Leo Richardson

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

retirement planning

How has Leo Richardson helped you?

Good advice on what is possible given the circumstances.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

My only reservation is the cost of service.

Please provide a brief comment about your experience with Leo

Great advisor, thorough and very knowledgeable. He really helped us to get our finances in order.

Please provide a brief comment about your experience with Leo

I found Leo very approachable.He explained things very clearly and responded to my queries quickly . There was no high pressure selling which was appreciated.

Please provide a brief comment about your experience with Leo

Leo was incredibly knowledgeable and great at simplifying the world of wealth management to make it easy to understand. He was really friendly and made me feel very comfortable to ask any question that came to mind, giving me 1st class advice. You can tell he is keen to help and actually has your best interest at heart, as he ensured I only took onboard what was necessary for my current situation, also providing great advice for what I can do in the future. It was also really nice that Leo did not make me feel like just another number and that he was fully invested in helping me, as he would remember every last detail of my current situation, despite talking over many weeks. I would highly recommend!

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

Buying a house

How has Leo Richardson helped you?

Secured me a mortgage

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, excellent service