“Leanne’s approach is meticulous, realistic and completely individualised to your current financial needs. She offered me clear and constructive advice on mortgages and financial planning and was able to answer any queries and concerns I had with ease and understanding. Would highly recommend her to anyone looking for a high level professional financial advisor. Many thanks again.”
– N Girardello
“We were lucky enough to be introduced to Elise by our Financial Adviser who was about to take an early retirement. They both worked for the same company ~ the move from one Adviser to the other was seamless and dealt with in their usual professional manner.
Elise has been managing my finances now for over a year. I prefer not to have to drive to the Salisbury office, so meetings are held at my house which suits us both. Although we have an official annual update meeting, if I have any concerns, or lifestyle changes, Elise is always contactable and if she is not able to take my call at that moment, will always get back to me as soon as she is able. If she feels that I still have concerns, she is very happy to book in a home visit to deal with things face to face.
Of course, when we meet, she has all of my investment details at ‘the click of a button’ and will patiently explain as much or as little as I feel I need to know. Her priority is to continually monitor my investments, suggesting adjustments and amendments when she feels it necessary.
Whilst paying constant attention to the market situation, the bottom line is to make sure I shall have enough money to live on. This will always be an unknown amount of time, but it’s a good feeling knowing that I have a very approachable professional lady ready to draw my attention to the ‘ups and downs’ whilst making sure that the final figure is healthy.
Our meetings are a pleasure, with always a little time programmed in to catch up on things in general. What seems like just a friendly chat, actually gives Elise an indication of how I’m coping financially. She deals with my questions in a way that I can understand. She explains the current situation, shows me the plan for the future, and takes time to make sure I am clear about the outcome.
In the difficult and complicated world of finance, I trust Elise’s expertise, I feel that she has got to know me personally, and is always working in my best interest, I feel that I’m not just another client name on paper.”
– J Dennis
“Lesley is fantastic. She is very knowledgeable, interested in what is best for us and efficient. The desk and office staff are very pleasant and efficient.”
– R & M Webb
“For the confidence I have in your work and the effectiveness with which you do it, I am enormously grateful. In the past with other financial advisers, I’ve always felt ignorant and uneasy and never confident that things were in my best interest. Working with you is like working with a trusted friend.”
– L Little
“Independent Women has provided me with excellent financial advice and support for over 10 years. There are a few important reasons that make Independent Women special. Even as a small investor I am always treated as though I am their most important client; everything is explained clearly and the staff is unfailingly friendly, supportive and professional.”
– B Lowe
“I have been a client of Lesley’s for over five years. I have always found her to be professional, courteous and prompt in the service she provides. She makes a real effort to understand what is going on in her client’s lives in order to provide financial advice which is tailored to their individual circumstances and lifestyles and which takes into account their preferred level of risk. I have always found her advice to be helpful and well considered and her advice is delivered in a way which is easy to understand. I would have no hesitation in recommending Lesley’s services to others.”
– T Reilly
“We have known Lesley since July 2006 when we first approached her with regard to discussing our finances. In particular she has concentrated on arranging inheritance tax options for us, which has been successfully accomplished. This has included assessment and remortgaging of our properties which was done with the minimum of fuss and bother for us. Lesley and her team have been adept at taking an issue on board and following it through to a successful conclusion. Lesley herself has been able to suggest various investment opportunities for us and has presented them to us in a professional and balanced way without any pressure for us to proceed and we have also been pleased with her ongoing efforts to mitigate the effects of the recent global financial meltdown. She is unfailingly patient in explaining financial procedures with which we may be unfamiliar, exceptionally approachable even when tremendously busy herself and always manages a good balance of the professional with the personal. Indeed we regard her as a friend who happens to be our financial advisor as well. We are very pleased with Independent Women’s handling of our financial matters and would happily recommend them and Lesley to anyone concerned.”
– B & D MacDonald
“We have entrusted all of our financial affairs to Lesley for over 15 years. During this time we have changed our investment requirements, priorities and risk profile as our family has grown and our professions progressed. Now that our children have all completed their education and are in the process of getting married and building their own families and careers, so too have our investment considerations substantially altered.
Throughout these changing life scenarios, and the often unpredictable and unstable vicissitudes of the economy, Lesley has without fail been a steady and reassuring presence, guiding us through both the good and the bad times. There has never been an instance when we have not been able to gain immediate access to her opinion or help, and her attention to our financial affairs has been fastidious in that no effort has been too large or too small to exert on our behalf.
The vagaries of financial, investment and market terminology, alien to us, has always been painstakingly explained and illustrated, and no new investment or relinquishing of old investments has ever taken place without us understanding and being fully cognisant of what it was we were trying to achieve, even if it meant a number of consultations with Lesley for us to achieve a fully conversant understanding. The vast documentation and complicated and often incomprehensible intricacies involved in affecting investment alteration are effortlessly handled by Lesley, relinquishing us from the minutia and morass of responsibilities relating to this activity.
Our investments, discussions and decisions are always summarized and presented in pictorial and text form after our consultations, for our perusal and further consideration; and often long-distance plans have been laid a year in advance.
Equally, immediate demystification of tax, pension and other official promulgations have been made available to us, and suggested reactions to glean greatest advantage have been forthcoming.
Our financial dealings with Lesley have included pension planning, market investments, inheritance tax issues, savings strategies. Such has been our satisfaction with the very personalised service offered, that we have enthusiastically referred both friends and family to Lesley for similar comprehensive management of their financial affairs.”
– G & J Lello