Legal & Financial Planning

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Reviews

1. Stuart Yates ★★★★★

   We first became aware of L&FP on the death of my father in law whos finances he had managed for years. Initially helping us with the reinvestments for beneficiaries, which proved extremely helpful at the time, he then advised me personally with consolidation of my various pensions which have shown a huge improvement in returns from their previous unmanaged homes. Leo, Tracey and Joy have always given excellent advice, but their, thoroughness, personal approach and understanding of our requirements, especially with our lack of knowledge of financal services, are the main reason I would, and have, recommended them whenever given the opportunity.

   almost 3 months ago
2. Christopher Lane ★★★★★

   We have been clients of Leo for nearly thirty years. Leo, Tracey and Joy are an excellent team who have provided us with superb financial advice and very efficient service throughout. Thanks to Legal & Financial Planning Ltd. we are now enjoying a comfortable and financially stress free retirement.

   almost 4 months ago
3. Allyson Edge ★★★★★

   I first met Leo after my fathers death 15 years ago. My Mother needed financial advice and he had been recommended by a friend of hers. We found the whole team invaluable at this difficult time. My Mothers financial situation was assessed and following Leos’ advice immediately began to flourish. So much so that upon her death in 2023 I asked Leo for support with my own finances. Together with Tracey and Joy he is always on hand to offer advice and support. I would definitely recommend Legal and Financial Planning Ltd to any of my family and friends.

   almost 5 months ago

1. Chris Robinson ★★★★★

   Having been clients of Leo's for over 30 years, I can honestly say that Legal & Financial Planning have always provided a wonderful service. Leo understands our needs, provides us with detailed, relevant information and offers sound, thorough & sensible advice. Additionally, I am always impressed with the way Leo keeps up to date with not only the financial matters, but takes on board new technology and uses it for everybody's advantage, but does not neglect those who can't. I have always found Tracey and Joy (who have worked with Leo for over 5 decades between them) helpful, knowledgeable, and extremely prompt with any questions or paperwork. When I lost my husband a couple of years ago, the whole team's support and advice was invaluable & I know that Leo went out of his way to assess my new situation & continuously (as always) gave thoughtful assessments of my position. Above all, I feel that you do really get excellent, personal, individual & thorough attention form all at Legal & Financial Planning Ltd.

   almost 5 months ago
2. Mick Rogers ★★★★★

   Leo was recommended to me two years ago and I appointed him just under two years ago. Not only has my investment increased by 28% due to his advice, but my own workplace pension has increased by 45% mainly due to his advice. This includes my own contributions which I was able to increase based on Leo's advice. His approach and communication are excellent. Very thorough, detailed, always tailored to my requirements, clear, easy to understand and he directly answers all my questions. He has my total confidence and trust, and I would give him my highest recommendation.

   almost 5 months ago
3. Julie B ★★★★★

   Having taken advice from Leo for 26 years as our circumstances have changed, Leo has always given us the ideal advice to fit our needs at the time, for which we are grateful. The service provided by Leo, Joy and Tracey has always been impeccable, both in the advice and the prompt replies when required. Thank you.

   almost 2 years ago

1. gordon lester ★★★★★

   We have been customers of Leo for many years. When we had Retirement sums of money, we trusted Leo to invest this wisely, and it has proved to be a wise decision. We feel that as we are both in our advanced years, we value the comfort of having Leo to call upon if we have problems – financial or otherwise. Many thanks Gordon and Toni Lester”

   almost 2 years ago
2. Alison Trombley ★★★★★

   We have been so pleased with the service received to date. My husband and I are only relative newbies being with Legal & Financial since 2021. Leo, Tracey and Joy are beyond efficient. I pride myself on similar levels of response/service in my work and it is refreshing and so welcome to receive this when I am on the other side of things. I wouldn’t hesitate to recommend them. Like many clients I am sure, I became aware of Leo and the team through relatives. My parents were clients of Leo’s for many years. The whole team were equally supportive and efficient in helping me during a difficult year. I can’t thank them all enough.

   almost 2 years ago
3. Viv Middleton ★★★★★

   I have known Leo for many years both as a friend and financial planning advisor. He is one of the most trustworthy, honest and knowledgeable people I have ever met. He tells you as it is - good and bad! He helped me through some very complicated financial matters last year for which I am eternally grateful. His two office staff Tracey and Joy are two of the nicest most professional ladies in the industry. Nothing is too much trouble and queries are dealt with at lightening speed. I would highly recommend Leo and his ladies at Legal @ Financial Planning. Give them a call for a no obligation meeting.

   almost 3 years ago

1. Iain Kinnis ★★★★★

   I have been a client of Legal & Financial Planning for 20 plus years. Making use of their sound advice since the late 90's, I have recently been able to retire (very) early. Leo and his staff are always professional and very customer responsive. L&F Planning is one of a very few organisations that I have recommended to friends and family.

   almost 3 years ago

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