Lombard House Cross Keys, Lichfield, WS13 6DN (Show me directions) Show Map
01543 546046 Landline 0800 112 0046 Landline
Monday to Friday: 09:00 to 18:00 , Saturday to Sunday: Closed
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Financial Adviser in Lichfield
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Testimonials
Investment Planning Testimonial
I met with Lee as I had money in the bank that was earning very little interest. I wanted to receive a steady income that would help supplement my pension income and allow me to enjoy my retirement.
Before we discussed investments or financial products Lee began by asking me about my goals and the standard of living I wanted in retirement. I found this conversation really useful and it was an invaluable experience as I spent time reflecting on what I wanted my retirement to look like.
Once Lee had gathered all of this information he put together a Financial Plan for me and we met and discussed this and how it would work. This meeting allowed me the opportunity to ask lots of questions. Once we had gone through these I decided to go ahead and put my plan into action.
I have been a client of Lee's for some time now and I have found his service simply exceptional. I am living the retirement I have always dreamt about and that is largely due to the financial advice Lee has given to me
Testimonials are curated by Enhance Financial Planning and are not independently reviewed or verified.