VouchedFor rating and reviews for Peter Lee, IFA PLYMOUTH

01752 500909

Financial Adviser Services

What our Clients say

Calm and progressive approach to investing

“Peter came highly recommended to me at the very start of my investment cycle. I always found him to be highly professional, competent and knowledgeable of the financial activities we undertook. I found Peter to have very calm and progressive approach to our investing, and I particularly valued the very clear and experienced advice on the balance between risk and gain so that I always felt fully informed and comfortable with our decision making.I would recommend Peter to both high net-worth investors and those new to financial advice.”

DFP Client, Warwickshire

Excellent Service

“We have always had excellent service from Peter, he has been advising us for a number of years on all aspects of our Financial Needs.”

DFP Client, Cornwall

Fair and transparent costs

“As an adviser I have found Glynne to be a good listener who goes on to offer considered, best fit advice. I have found his companies costs to be fair and transparent and am always kept up to date, where necessary, by either Glynne or his PA Helen who offers great office support when needed.”

Gemma, Devon

Setting up a successful SIPP

“Peter has advised me for many years covering: setting up a successful SIPP, managing existing life insurance policies, inheritance tax and setting up an Investment Portfolio in retirement. I have always liked his approach and manner. He has always explained his advice very clearly and in depth. Analysis of options was encompassing and fully transparent. Adequate time has always been given to understanding my targets in detail and to ensuring that I had all the information necessary to make decisions. I have never had any reason to query his advise and consider him a true professional who makes the effort to ensure that his knowledge is kept up to date in order to give his clients the best service.”

DFP Client, Devon

An honest approach

“Glynne's approach to financial advice is to really understand your current and future needs for financial security, what's possible and what options are open to you. He has years of experience and a complete knowledge of the industry but above all an honest approach to his clients..”

Tim, Hertfordshire

Successful Investment strategy of SIPP

“Peter has a complete understanding of my financial objectives. The strategy devised by him for the investment of my SIPP has proved both successful and highly robust notwithstanding the general financial climate since 2007/8. I have never considered taking alternative advice--still less compared fee levels charged by others--over the many years he has advised me (the only reason the value for money question above does not qualify for an excellent rating). I consider him to have a full technical mastery of the whole pensions regime which appears ever more complex to the layman. In my case there is a proven track record to justify Peter`s approach to investment strategy.”

DFP Client, Cornwall

Encouraging manner with clear explanations

“Glynne is very approachable. He puts forward all options with clear explanations in a manner that is encouraging but not pushy. Figures and possible outcomes are explained fully according to his recipient's assets, knowledge and understanding. I fully trust him with any assets or financial needs that my husband and I have. He also has been able to direct us towards personnel with expertise in inheritance and wills..”

Janice, Devon

I felt reassured with the investment follow up

“They were attentive to what was required and gave good helpful advice that was easy to understand. Time was given to ensure that I understood what investment I was going to have, and the way in which the investment worked, so I was fully aware of what I was doing and the costs that would entail. The adviser was honest with their advice and at no time did I feel pressurised to take the investment. The follow up to ensure that I was satisfied with what I had undertaken was also reassuring.”

Teresa, Devon

Long term financial strategy

“Peter Lee has been managing our personal and my late mothers finances for over 15 years. His extensive knowledge enables him to construct a long term financial strategy for his clients and their families. This holistic approach has enabled our family to considerable reduce the financial burdens of IHT, whilst still insuring commendable returns on both income and investment streams. He is always approachable and prepared to discuss options or discuss areas of concern. I could not recommend him more highly.”

DFP Client, Cornwall

Produces ideas for future planning

“Glynne really understands what I'm hoping to achieve. he also thinks ahead and produces ideas for future planning well ahead so that they can be thought through.Glynne also acts for many of our clients and communicates well with us as part of a professional service team surrounding the client.”

Jon, Devon

Efficient and effective service

“I have used Peter Lee's wealth management operations for several years and have been well satisfied with the efficiency and effectiveness of his services. Peter is very professional and gives timely and practical advice.”

DFP Client, Devon

I would definitely recommend Peter

“Peter has looked after my finance affairs since 2002. He is very articulate with his language that I can understand. I would definitely recommend Peter. Do not hesitate to contact Peter with any financial worries or concerns.”

DFP Client, Cornwall

Clear summary of a complicated portfolio of pension providers

“Peter extracted information from a complicated portfolio of pension providers and summarised it very clearly in a report with a range of options. His advice was clear and easy to understand, and emphasised the risks as well as the benefits of the various options.I have complete trust in his advice.”

DFP Client, Devon