Testimonials
Read some of the feedback received from clients.A thoroughly professional service – informed and informative. Benefits from being a partner within a larger financial services group, offering a wide range of tailored solutions and security whilst small enough for a personal relationship. A physical presence, not an anonymous online “chat box”.
Since my sister had to go to into a residential home nearly 5 years ago I have been dealing with her finances through her financial adviser, Lees Wealth Management. Everyone in the office has been really helpful. It has been quite challenging recently, but Andy Lees and Sue Allen have both been a...
I was unwillingly and naively into financial world and found very little help or sympathy from banks and their lawyers. Lees Wealth Management were the exemption as they were understanding, helpful and with a friendly attitude. I would advise anyone in a similar situation or with more financial n...
Andy has been very informative, has answered any questions I might have had and carried out any requests of changes promptly and efficiently. I would not hesitate in recommending him to anyone.
Andy Lees is a very friendly, efficient and trustworthy financial adviser. My husband and I always feel he has our financial interests first and foremost. His service has been first class with follow up meetings if required. We are always treated in a very professional way with excellent explanat...
Andy is always very approachable and extremely helpful, nothing is a bother to him. His guidance and support are invaluable to us. The service we receive from Andy and his team is excellent.
My wife and I confirm that Andy Lees has always put our interest first and has given us very helpful and sound advice. We are very pleased with the St. James's Place investments and we would not hesitate in recommending Andy Lees and St. James's Place to anyone.
I had the pleasure of meeting Andy at a time when my family were facing a number of crises. At times like these, it is extremely reassuring to have complex financial issues explained with a calm, patient and unhurried attention to detail, free of needless jargon or technicality. In a very short...
My husband and I were delighted with the service we have received from Andy Lees. When my husband passed away, Andy offered me unconditional support. Andy's financial advice was tailored to my individual needs and I can honestly say that there were no hidden agendas or any hint that he was seekin...
I very much appreciate Andy's kind and thoughtful assistance since the death of my husband. I would not hesitate to recommend his services to anyone needing a Financial Advisor.
Andy has been our Financial Advisor since he started with St James's Place. He is a very honest, reliable and trustworthy person and I would recommend him to any of my friends (which I have). Nothing is too much bother for him and he takes time to explain all about the products that he is recomme...
Andy lees has been my Financial Advisor since I retired in 2010. I have always found his advice to be of the highest quality. His service and support cannot be faulted, my wife and I would recommend him to anyone.
Andy Lees has dealt with all enquires both pleasantly and promptly. He is most obliging and easy to communicate with. Between us, we have quickly developed an understanding leading to confidence in what is being offered. I would not hesitate in recommending him to anyone.
At our very first meeting we felt comfortable with Andy and he is so helpful and listens and understands our individual financial plan for the future. Nothing is any bother to him. Andy is always so pleasant and courteous. His guidance is very important to us.
Andy has always put our interests at the forefront of his advice with financially sound and appropriate and trustworthy advice. In addition, true service and support of Sue is of an exceptionally high standard. We have recommended Andy to friends in the past and would not hesitate to do so in the...
I have known Andy for over 10 years and he has always been very diligent with our yearly reviews. His best quality is his trustfulness. So easy to talk too and I know he is always at the end of the phone if I have any questions. I would, and have recommended to friends in the past.
Andy Lees has always given us sound advice. He is trustworthy, approachable, friendly and always available to answer any questions we have.
Andy has always offered sound advice.We would not hesitate to recommend him to anyone and have done so in the past.
