Leet Financial Planning - Coldstream

Leet Financial Planning is a reputable financial planning firm located at Address: Unit 6A, Leet Financial Planning, The Hirsel Homestead, Coldstream TD12 4LW, United Kingdom.

You can reach them by phone at 1890231250 or visit their website at leetfinancial.co.uk.

Specialties

Leet Financial Planning specializes in financial planning, providing expert advice and guidance to help individuals make informed decisions about their financial future.

Other Points of Interest

The firm offers online appointments, on-site services, and has wheelchair-accessible parking. They also have toilets available and require appointments. According to Google My Business, Leet Financial Planning has received 19 reviews with an average opinion of 5/5.

Characteristics

Leet Financial Planning is known for its friendly and knowledgeable staff. They take the time to understand each client's unique situation and provide tailored advice and options for the future. Their clients appreciate their honesty, ethical approach, and responsiveness to their needs.

Testimonials

"Mary has been so helpful over the last year demystifying my pensions, contacting the companies who had been unresponsive to my approaches. She was able to reassure me about the options available and so easy to talk to and explain my situation to without making me feel uncomfortable."

"Mary is excellent. Honest, ethical and straight talking as well as very skilled in what she does. Also, responsive to her client needs."

Recommendation

If you're looking for expert financial planning advice, Leet Financial Planning is an excellent choice. With their friendly and knowledgeable staff, tailored advice, and convenient online appointments, they make it easy to take control of your financial future. Contact them today through their website at leetfinancial.co.uk.

👍 Reviews of Leet Financial Planning

Wendys

5/5

Mary has been so helpful over the last year demystifying my pensions, contacting the companies who had been unresponsive to my approaches. She was able to reassure me about the options available and so easy to talk to and explain my situation to without making me feel uncomfortable. She was so friendly and knowledgeable during my conversations with her and I have total confidence in the advice and options for the future that she has given me.

Alex Molotnikoff

5/5

Mary is excellent. Honest, ethical and straight talking as well as very skilled in what she does. Also, responsive to her client needs.

Kirsty Mills

5/5

Mary has been helpfully demystifying ISAs, bonds and pensions for me over the past few months. Her friendly professionalism, underpinned by her genuine trustworthiness, makes her my ideal financial advisor. She's efficient, honest and open - I cannot recommend her enough. We have arranged everything exclusively over Zoom and it has been a breeze. Thank you Mary!

soapy Greenwood

5/5

I am so glad to have found Mary.
This was my first time seeking advice and it is daunting.
However, Mary is amazingly approachable and explained everything I needed to know, clearly.
I am no longer bamboozled, and I'm fully informed.
Thank you so much 😊

Joanna Link

5/5

Mary has been my trusted and knowledgeable financial adviser for years and I wouldn't go anywhere else! She is patient and skilled and extremely easy to work with despite financial issues being volatile or concerning, Mary is always a calm and hardworking adviser to turn to for a solution.

rachi84

5/5

Mary provided advice for us around insurances and pensions, and was knowledgeable and professional throughout. She is also very down to earth and approachable, and made me feel at ease with everything, she took time to understand our financial situation fully to ensure the advice she gave was right for us. I will definitely use her again.

Corrie Newlands

5/5

Mary was fantastic with me, I’ve never been very savvy with finances and investments and she explained it all brilliantly. She has helped me every step of the way and really put my mind to rest. Would highly recommend Mary.

Angela Foss

5/5

Mary has been great to work with, explaining everything clearly and answering my many questions promptly. I've found her to be approachable and professional and would have no hesitation in recommending.