Lionheart have been my financial adviser for 6 months. They have provided excellent financial advice, have helped consolidate my pensions into 1 portfolio and have been very proactive in helping me think about all aspects of my financial affairs
I wanted to consolidate my multiple pension pots to enable me to pay off my mortgage and then plan my retirement. James talked me through my options put a plan together that I was very comfortable with that has enabled me to do this. I now feel I have control of my future with James advising me along the way.
Excellent service, would thoroughly recommend to anyone. James has made this process so easy and extremely helpful and have full trust in him consolidating all my pensions.
James has been a pleasure to work with. He has put my mind at rest and always responds back promptly if I have any questions and is always prepared to explain something if I don’t understand. James did a great job of consolidating my pensions and even found one I was not aware of. For the first time in a long time I feel I have more control over my future.
James and his team are brilliant. James went through all my issues honestly and was able to advise me. The team sorted all paperwork and made everything straightforward for me. James and the team were able to contact me at my convenience and were able to answer all questions I had before entered into any agreements. Very helpful and knowledgeable team.
James helped me to consolidate all my pensions in a cost efficient way. I can now plan that Light at the end of my pension tunnel.
James and Jordan have been so helpful, finding a number of lost pensions and consolidating all into one. I understand more about my pensions than I ever have and feel confident in achieving my retirement income with the plan that James has put in place.
James is great. He explains pension information and financial advice in a straightforward way, is honest and open. He’s exactly what I was looking for from a financial advisor.
Lionheart Wealth Mortgages is a trading style of Lionheart Wealth Management Ltd
Lionheart Wealth Ltd is an appointed representative of ValidPath Ltd which is authorised and regulated by the Financial Conduct Authority. Firm Reference Number 197107.
Lionheart Wealth Management Ltd FCA Firm Reference Number – 970996