AJLee Financial Planning - Leigh-on-Sea

Edward W.

I highly recommend Andrew for anyone seeking clear, reliable financial guidance. I wouldn’t usually recommend a financial advisor unless I was absolutely certain of their expertise and results, but Andrew has more than earned my trust.

From our first meeting, he took the time to understand my unique goals and crafted a tailored plan that made everything feel manageable. His adaptability has been invaluable, consistently adjusting my portfolio in response to market changes to keep me on track. His communication is excellent—he’s always available to answer questions and provide updates. Thanks to his thoughtful advice and strategic planning, I’ve seen real progress in my financial journey. If you’re looking for a trustworthy and knowledgeable advisor, Andrew is the one to reach out to!

Madelaine C.

I can't say enough good things about my experience with Andrew! From the very first meeting, he made everything so accessible and easy to understand. His ability to break down financial concepts into simple terms is so easy, and I never have felt embarrassed for not knowing something. He genuinely cares about his clients, and that’s especially during our annual reviews.

The results I've seen have met all my expectations, and I appreciate his transparency throughout the process.

If you're looking for a financial planner who combines expertise with a personal touch, then Andrew is perfect for you!!

Adam M.

I cannot rate Andrew highly enough. Andrew has provided us with financial advice since 2021. He takes time to get to know you, your circumstances and your future goals. His expert advice sets a clear pathway to achieving what you want to achieve for your family in the future. Andrew stays in regular contact and up to date with any significant developments. I am very grateful for Andrew and his advice. I highly recommend

Adam K.

My business partner and I first met Andrew three years ago having been introduced by a close friend and existing AJLee client. From the first meeting Andrew made us feel very comfortable with the process and was extremely informative. Having never had an FA before, he detailed the relationship and processes and gave us great insight into what to expect, should we be keen to proceed.

Fast forward three years and Andrew is someone I call a very good friend and someone that knows my life inside out, for the right reasons. He is now a huge part of our business and personal life and an advisor whose experience is always sought with any significant life decision.

As many people will say, he’s also a top guy and someone whose company I thoroughly enjoy. Can’t recommend him enough and we look forward to many more years in partnership with him.

Chelsie K.

I had no knowledge of investing and was very skeptical about giving my money to anyone or any wealth management company however Andrew came recommended to me by someone I trust. From the very first conversation I had with Andrew to now he has been fantastic, he really listens to what you want from life, your motivations, and puts this in a financial plan to suit your needs depending on the kind of “risk” and return you wish to take. Andrew has always understood my decisions and has gone with whatever makes me feel comfortable without any pushy techniques that you hear of other wealth advisors. I would recommend Andrew to all my friends and family no problem

Gavin D.

My family and I receive a fantastic service from Andrew, and feel safe knowing he’s always just a phone call away. Incredibly knowledgeable, honest and approachable - key attributes that make him a great financial advisor. We’re also lucky enough to have investment accounts for our children, and trust Andrew with ensuring they will have a safe and comfortable future.

Randeep S.

I would strongly recommend to Andrew- even to those people who don’t think his expertise is necessary in their lives!
His approach is realistic and refreshing. He understands the difficulties that his clients may have and finds solutions to make financial planning a joy. 😉
I have confidence in Andrew’s advice and his friendly and warm nature is much to be desired.
Thank you Andrew for all you do!

Sina F.

Incredibly knowledgeable and professional. Andrew takes time to really listen to your financial goals and create clear structured plans to achieve your goals. What's great about Andrew is he isn't just a theoretical thinker, but factors real life scenario's and lifestyle. Andrew has been instrumental in supporting myself & members of my family become financially astute and navigate within the world of investing, whilst brokering great returns. AJLee also have a strong reputation amongst business owner friends of mine who have been very impressed with his service.

I couldn't recommend AJLee Financial Planning more.