Leon has been managing my pensions and investments for the last five years.
I am happy to admit that my knowledge of such things was very limited but Leon has been amazingly patient, explaining every step of the process both face to face and by following up with a comprehensive and easy to understand report. These periodic notes have now evolved into an annual report/review which provides an excellent record of the achieved milestones and future direction; it is a really useful tool.
Leon is always professional, friendly and on the end of the phone if I should need further guidance and enlightenment.
As a result of the great service provided by Leon, my wife has also become a client of his and we both feel secure and assured that our finances are in safe and professional hands.
Leon was recommended to me a few years ago by a very good friend of mine to advise on financial matters and I can safely say that Leon is very honest, trustworthy and thorough. He patiently takes his time to fully explain things and keep me up to date. He’s always friendly and professional and since he has been advising me, I feel completely safe and reassured that my finances are in good hands, I have no concerns at all knowing that Leon is there to oversee things. I will always recommend Leon to my family and friends. Neeta Derbyshire
“Leon has helped me with remortgaging my flat, a new life insurance and a variety of other financial matters. Leon has been extremely helpful, understanding, professional and patient throughout the whole process. His service has always been exceptional and I would happily recommend him to all of my friends and family.” Nadia Schicchi, Landlady
“I am very pleased with the advice Leon has given me as he explains everything in plain English so it is easy to understand and I would thoroughly recommend him to anyone else.” Lawrence Barnes, Post Office Clerk, Bognor Regis
“Leon, I have found to be most helpful in guiding me through the process and my general finances. He is very trustworthy and on that premise I have recommended him to several of my friends and family with confidence.” Jan Taylor, Bracknell
“After my divorce I needed to sort out my pension and having met Leon through networking I felt comfortable with any advice he had given me so far. So when it came to actually making a decision on how to proceed Leon made the whole process very easy. During our first meeting we went through so basic questions as well as a detailed questionnaire and I especially appreciated his jargon free down to earth approach. From then on Leon took charge of the whole process, keeping me informed along the way and even chasing my ex-husband’s pension providers, his service and support was exceptional. I would not hesitate to recommend him to anyone.” A.Recker
“Leon has been exceptional from day one. He puts across information in a very easy to understand format whilst keeping a highly professional approach. The service we have received from Leon is second to none and would highly recommend him to anyone. We look forward to working with him for many years to come.” R.Redpath, Electrician, Bordon
“Having had a comprehensive review of my investments portfolio, I was completely satisfied, as usual, with the personally tailored information given. All aspects of my current and forseeable future financial needs were covered in a professional and convivial way. I received a letter shortly afterwards detailing all the aspects covered, which can be used as a starting reference for next years review. I thoroughly recommend Leon for financial advice” Stephen Gough