What Clients Say

 

Leabourne Financial Advice
Setting up an ISA
“You asked lots of questions to find out what my priorities were over the next few years and what level of risk I was happy with and i felt very comfortable that you knew what was right for me”
02/21/2014
Leabourne Financial Advice
Sorting Out A Pension
"After agreeing together what was best for me and how to maximise the monthly contributions I feel like a weight has been lifted off my shoulders as i am now more likely to have a decent pension pot with your sound advice."
03/01/2014
Leabourne Financial Advice
Budget Planning and Cash Flow
“I felt comfortable telling you my financial life story. It was like talking to a friend. You never judged me for the decisions I made and I could see that you genuinely cared about me and where I wanted to go with my finances from here. The one year cash flow analysis you did for me was amazing. It was a real eye opener to me and had a very positive influence on how I felt about my personal finances.
The experience I have had with Leabourne Financial Advice has truly exceeded all my expectations.”
03/02/2014
Leabourne Financial Advice
Income Protection and Pension Advice
We just wanted to thank you for all the time and attention that you have given Phil and myself, looking into phil's income protection plan and both of our pensions. Your knowledge and expertise have been invaluable to us. Thanks to your patience and advice we are now back on track with our retirement planning.
We will continue to recommend your services to our friends and family.
12/02/2014
Leabourne Financial Advice
RETIRED
The initial meeting gave me the confidence that, my various pensions etc were in the hands of a person, who understood my needs and that I was not just a customer of an organisation.
All fees were agreed which meant that I knew upfront my commitment.
Communication was superb from the start, which meant no delays, never left wondering how things were progressing.
Everything that required explanation was given, to both my wife and me, in terms that we understood, which enabled us to make decisions, that we would probably have struggled with. The spread sheets based on our options were particularly helpful.

I cannot think of a single thing that you could implement, where you could have improved your service to my wife and me.

It is very difficult at first to put a value on this type of service. However based on the importance of financial security and the need for expert knowledge I am very happy that I received full value for money.

This glowing testimonial is the result of doing things right.
I find that in this day and age this is rare as I find most businesses fail in communication and that once they have secured you as a customer you are no longer a priority.
I would obviously recommend Sarah to anyone and be confident that they would be as satisfied as my wife and me.
01/22/2015
Leabourne Financial Advice
Pension advice
Sarah acted for us on our very complicated personal pension. She managed to secure us a better deal which has helped us feel more financially secure for the future.
02/09/2015
Leabourne Financial Advice
Pension advice
Sarah provided me with a thorough report presented in a professional but friendly manner. I trust her advice and look forward to working with her for my long term financial benefit.
03/03/2015
Leabourne Financial Advice
Retired
Sarah listened to our needs ,concerns and wishes on our two pension pots and advised us appropriately finding us a drawdown fund we are happy with.Made us feel at ease and comfortable,is completely trustworthy.We would recommend her to anyone,Thankyou Sarah
07/20/2015
Leabourne Financial Advice
Pension
An excellent Service from start to Finish. I knew I had made the right decision the first time I met Sarah. She really took the time to get to know me and what my requirements were. She always kept me updated on the progress and was always available to answer my questions.

I will definitely use Sarah again in the future.

Thank You ever so much.
08/06/2016

Add Your Testimonial

Railway bridge