Testimonials
Read some of the feedback received from clients.Since being recommended by a friend over 10 years ago when I bought my first house, Lee Merrett has worked on my behalf giving me the best possible financial advice. His enthusiasm, hard work and experience have been invaluable in helping to give my family a secure future to look forward to.
We were recommended to use Lee Merrett by my wife ex-colleagues as she was taking early retirement, we contacted Lee and he responded by return. Lee sorted my wife pensions out no problem at all and in super quick time, she was very pleased with the outcome. For myself I had been working for close o...
Lee and Liz have looked after us, for the last 8 years, with excellent results, and with care and kindness. We can always call for help and advice with all our investments, requests are dealt with promptly and efficiently. We would like to thank you, and look forward to continuing with your help.
I was introduced to Lee by a friend who used him, I can honestly say he is a pleasure to deal with and has a wealth of knowledge in all areas and has helped us with our mortgage, pensions and savings to date. He is able to translate the jargon into words that meant something to us. I have recommende...
Lee has overseen my financial affairs for some time. He is always clear, approachable and efficient. His help and advice are professional and relevant to my situation. I have complete confidence in him and am most happy to recommend him to anyone. I have already recommended Lee to several friends, w...
Lee is a really knowledgeable financial adviser, we have found he makes things simple for us so we can see what the future looks like. He also help plan differently if we need to, and is always introducing new development to us.
Lee Merrett has always explained things clearly and in a way we both could understand whilst giving us sound and trustworthy advice. We have received excellent support in dealing with the investment companies. We would thoroughly recommend him to anyone seeking financial advice.
Lee was recommended to us by several friends. It was clear from the start, that himself and Liz were open and honest. Their knowledge and willingness to help, was evident from the beginning and this continued through an ever testing home purchase I could not recommend them highly enough. They are no...
We have worked with Lee Merrett for a number of years now and have always been delighted with the support, advice and consideration which he brings to our working relationship. He is always keen to listen and respond to our thoughts and desires about the direction we would like our investments to fo...
