Mrs M.B. – Lichfield, Staffs

Mrs M.B. – Lichfield, Staffs

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. I look forward to the regular meetings I have with Lee where we check the Progress of my plan.
I would certainly recommend Lee and Enhance Financial Planning to anyone who is looking for financial advice.

M.B. , Lichfield, Staffs.