I would recommend Lionheart wealth
As a financial Adviser he knows his job
Explained everything and made sure we had the best choices
Excellent advise am an now able to retire earlier than planned.
The Lionheart team were fantastic in answering all my questions and they really helped me out with my future goals, I can’t recommend them enough, keep up the good work 👍
James Deardon is a consummate professional. We feel very confident in his ability as a Financial Service Advisor.
Contacted James early part of this year as I had several Pensions that were all over the place, he sorted them all out explained what I should be receiving come Retirement and now I know everything is in one place and easy for my future. Would definitely recommend anyone who wants to sort out loads of pension or just want some easy to digest and understand advise!
Excellent service and friendly staff.
Despite working in a financial environment for many years I found the prospect of obtaining detailed pensions advice somewhat daunting. However James & Jordan were, and continue to be, incredibly clear and helpful with all their guidance. Highly recommended!
Lionheart Wealth have given us sensible advice and peace of mind as my husband and I plan for our retirement. Thanks for your help. You’ve been brilliant!
James and Jordan helped me consolidate my pension ‘mess’ and listened and understood where I was and what I was hoping to achieve. He came back with a plan that in the first year has outpaced my expectations and kept me up to date with the impact of the constantly changing political scene. He explained things carefully and thoroughly in a way that I could understand and constantly reviews and updates me on further possibilities.
James is extremely helpful and knowledgeable and helped me put all my little pensions In to one pot! Great advice In an easy to understand way!
Jordan is amazing at her job too, friendly, kind and always gets back to you as promised! Fab firm! First class service! Highly recommended!
James is knowledgeable, trustworthy, and helped me achieve my financial goals.
He looks after both my pension and investments, giving me total peace of mind.
James and Jordan are a great team!
I would highly recommend!
James and his colleagues have made this an easy and so far mutually beneficial partnership with everything explained simply and in layman’s terms would definitely recommend them
After contemplating consolidating my private pensions for much longer than I should have, I finally got around to it last year. I’ve just had my 1st annual review with James and I’m very pleased with the growth of my fund, which even after paying the initial fee, has made more this year than probably the last 5 years in their individual pots. I’m on track to achieve my goals and have received advice further regarding ISAs as requested. I received regular updates of important financial changes during the year and know that I can contact him at any time for advice. He and Jordon made the transition easy and stress free 😊 I would recommend them with confidence.
James and Jordan deliver first class financial advice and support. I consolidated a number of Pensions into one fund after discussing the options with them and the follow up reviews are very thorough to ensure that my Pension plan is on course to meet my requirements.
I requested guidance on consolidating my multiple pension savings as I want to take early retirement. I am impressed with the professionalism and superb client support demonstrated by James and Jordan.
My husband and I received excellent advice and information regarding our managing of various pension schemes and repayment of mortgages with plans to retire in the future. We found James and Jordan so helpful, reliable and friendly and have benefitted hugely from their work on our behalf.
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.
Lionheart Wealth Management 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
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