Reviewed for
Insurance and Protection ( 4 )
Mortgages ( 1 )
Pensions ( 48 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 31 )
Auto Enrolment ( 2 )
Investments and Savings ( 22 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 8 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 13 )
Financial Planning ( 21 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 12 )
£100k - £200k ( 6 )
Up to £50k ( 2 )
£50k - 100k ( 5 )
Review
by a verified client in West Midlands
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has Lee Waterfall helped you?
Pension and savings advice
Have you seen the outcome you were hoping for?
Yes
Lee:
thank you for the feedback Jon it is greatly appreciated.Review
by a verified client in Staffordshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension investment
How has Lee Waterfall helped you?
With investing my pension
Have you seen the outcome you were hoping for?
Yes, my pension has made 8% annually in the last 4 years
What could they have done better?
I cannot see anyway I which they could do better
Review
by a verified client in Staffordshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for an adviser to invest my pension with
How has Lee Waterfall helped you?
Lee has helped invest my pension
Have you seen the outcome you were hoping for?
The outcome has been better than expected
What could they have done better?
It’s hard to think what they could have done better always professional and friendly
Lee:
Thanks Steve, appreciate your feedback.Review
by a verified client in West Midlands
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Combining several pensions
How has Lee Waterfall helped you?
Managed profile, given good advice.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, all good.
Lee:
thank your for the feedback Yvonne it is appreciated.Review
by a verified client in Warwickshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Initially wanted to retire early and needed advice on draw down and cash lump sum.
How has Lee Waterfall helped you?
Lee suggested options as to what I should do with the money in my pot and also my wife's options as we were intending to retire at the same time.
Have you seen the outcome you were hoping for?
Yes. We were both given different options and so far the choices we made are working well for us both.
What could they have done better?
As everything is going to plan I don't think they could of done better!!
Lee:
thank you for the feedback Keith