Category: Financial Advisers
Address: Lombard House Cross Keys, Lichfield, WS13 6DN
Financial Planning, Financial Advice, Inheritance Tax Planning, Retirement Planning, Pension Transfer
Financial Adviser in Lichfield We thrive on helping people accomplish their goals. Why not let us create your own Financial Plan? Your Plan will give you step by step instructions so that you can achieve your goals. Use the contact form below to get in touch with us.
Testimonials are curated by Enhance Financial Planning and are not independently reviewed or verified.
"I met with Lee as I had money in the bank that was earning very little interest. I wanted to receive a steady income that would help supplement my pension income and allow me to enjoy my retirement.
Before we discussed investments or financial products Lee began by asking me about my goals and the standard of living I wanted in retirement. I found this conversation really useful and it was an invaluable experience as I spent time reflecting on what I wanted my retirement to look like.
Once Lee had gathered all of this information he put together a Financial Plan for me and we met and discussed this and how it would work. This meeting allowed me the opportunity to ask lots of questions. Once we had gone through these I decided to go ahead and put my plan into action.
I have been a client of Lee's for some time now and I have found his service simply exceptional. I am living the retirement I have always dreamt about and that is largely due to the financial advice Lee has given to me"
Mrs. MB on 10 January 2017