Client Reviews

“I have known Jackie for over 10 years now, during which time she has advised and guided me through the final stages of my pension planning and investment strategies through good times and bad, the results have been consistently above average and significantly above expectations given my preferred level of risk.  I have now retired and the advice and results continue to be as clear and effective as before, added to which, Jackie has provided an excellent Will and Wealth Protection service which I could not recommend more highly as it has given me peace of mind that all eventualities have been addressed and my beneficiaries will be properly provided for”.

David Norman – Retired Director & Department Head of Lloyd’s Broker

“After moving to this area, I selected Jackie to be my Financial Planner some six years ago.  She has a great understanding of my needs and risk profile and has simplified my (overly complex) pensions and investments in to well-balanced portfolios, which has put me on very sound financial footing for my retirement.  At review meetings, she is very willing to spend time explaining the valuations, analytics, legislation changes and thinking involved, as is very responsive to any concerns or events that might crop up.  She takes a pride in reading and keeping up to date with the financial world and I feel confident in her knowledge and ability.  I believe she acts with integrity and always has her clients’ best interests at heart and I definitely recommend her to anyone looking for friendly trustworthy financial advice”.


Susan Pharoah – Retired Software Developer, Aquila Group Holdings Ltd

“Jackie Lee has been looking after my investments for some 25 years now.  She has always acted with the utmost integrity and with my best interests at heart. The service from her and her team has been proactive, responsive and creative. Her knowledge and qualifications seem to be unrivalled in the profession. I have no hesitation in recommending her and believe she will provide an outstanding service”.


David Margo - London solicitor, former partner Lawrence Graham, now Prestige Advice Ltd

My husband and I are absolutely delighted to have found Jackie to assist us with all our financial affairs, both personal and professional.  She is thorough and approachable, nothing is ever too much.  We are not “super-rich” but are an ordinary family, trying to protect any assets we have, for our children and grandchildren.  In these days of ever complex taxation, it has been indispensable to have someone we trust, to guide us.  We are always “time short” and Jackie works around our diaries.  I feel secure knowing that she is just a phone call away and I would not hesitate to recommend her if you are looking for a down to earth, professional, knowledgeable, hard-working advisor.


Anne & Andrew Ray - Surety Broker, Kerry London Ltd

“I was first introduced to Jackie in 2006 by my Financial Advisor as I required advice about my pension. During the past eleven years she has advised me on the very complex subject of pensions. In this time, she has advised me in great detail of the various options available to me on a subject which is constantly changing and most definitely far from straightforward. The investment recommendations for my retirement have constantly outperformed the market in this time, which is fantastic achievement. We have regular meetings where Jackie will advise me on how the various investments should be allocated based upon her deep understanding of the global markets and economies. I would not hesitate in recommending Jackie to anyone who needs to be guided through the very complex issue of pensions or investments”.


Jerry Ridge - Chairman, Willis Re Global Specialty.

“I’ve known Jacqueline for a number of years in different roles, our paths crossing originally in the same financial services firm, but we’ve since found other common links.  Jacqueline is particularly customer-oriented with the strongest desire to the best results.  Always hungry to learn more and put it to good use.  We’ve always had an empathy for delivering on integrity and fairness, and so she was a natural turn to just recently when I had a complex financial question.  Cannot recommend Jacqueline highly enough”.


Ron Godfrey – Compliance Consultant and Support

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