LB Financial

Tel: 01245 806 312

Testimonials

Peter

" Cannot thank you enough for finding us the right product to suit our budget and with your excellent market knowledge also advising and setting up the most suitable insurance for  our particular type of business"
- Barbara Oakley

"I signed on with LB Financial Solutions in early 2013 and I am delighted to say that I have not had any cause to regret my decision.  From the outset, the level of engagement has been entirely positive and pro-active   I have been informed and consulted about every aspect of my pension plan, the schemes and funds in which they are invested, and everything has been painstakingly explained to me in the clearest terms possible.  Actions which I should have taken a long time ago have now been taken, and I am confident that, with Peter Ryan's expertise and advice, we can get things back on an even keel after the uncertainty of the past few years."
- Peter Dunne

"Peter carried out a pension review last year on behalf of me and my family. The approach was thoroughly professional; the advice clear and there was always transparency on fees incurred. Also as part of LB Group I very much value the 'one stop shop' approach which incorporates accountancy with broader financial services. Finally I have always found that calls are returned quickly and that there is a genuine willingness there to try and help the client."
- Peter Kudirka

"I requested LB Financial to assist me in sorting out existing pension arrangements and refinancing property borrowing. In a short space of time Peter and his team provided alternative solutions and worked in liaison with LB accounting. The whole experience was and continues to be both professional and really helpful. This is the beginning of a long term relationship where mutual trust and confidence is paramount."
- Ken Smith

"Peter has been advising us on various financial issues. He made it all so clear for us, explaining what was needed and sorted everything out for us. His advice on long term planning has proved to be invaluable. Peter has a very professional approach to his work and, after each visit to our home, he later forwarded a very detailed report explaining the current situation. We have peace of mind knowing he is just a phone call away. We have and will continue to have absolutely no hesitation in recommending the services of this excellent company."
- Brian & Drina May

"Peter initially advised me on my life cover and critical illness plans, helping me change to plans which were much better suited to my circumstances, for maximum benefit to myself, my child and as a bonus which were more tax efficient. We are now looking at pensions and investments - I now understand that plans taken out years ago may not be suited to my life now and it's important to regularly review them to make the most of my money. All of this has been carried out in a friendly and sensitive manner and any charges or fees have been completely transparent. Most importantly for me - this was easy - which is exactly what I needed it to be to ensure it got done."
- Julie Guest

"Very happy with the mortgage advice that we received from Peter Ryan (LB Financial Solutions)  - Taking out a mortgage could not have been easier, all viable options were discussed that allowed terms and finances to be tailored to suit me."
- Nick Downing

"The honest advice and assistance I received from LB has been excellent. Not only has it saved me money, but I am now finally sorted with a decent Pension."
- Steve Brown

James

“I have dealt with James Treliving for a number of years. James is a thoroughly professional and highly informative advisor. Who delivers his advice In a calm, reassured manner.
Investments that I have made have always been explained in detail and executed with a “no fuss” approach. A pleasure to deal with”.

Lee Proctor

“James Treliving has been handling our joint finances for a number of years now. He always explains any risks involved in our investments and gives us options. He explains in terms that are easily understood and our finances have grown steadily due to his advice. We both trust him implicitly.”
Pam and John Windard

Andy

"I was introduced to Andy via my relationship with LB on the accounting side. Upon meeting Andy I was immediately impressed. Andy was tasked with a difficult job of securing a bespoke financial product tailored to my circumstances. Not only was he able to accomplish this but he was able to surpass my expectations (which were high given my experience in the financial sector) by virtue of his extensive network of contacts within different financial institutions. Not only do I have no reservations recommending Andy but I look forward to working with him again"
- Shawn Frazer

"I was introduced to Andy by my friend and have been more than impressed with the services & products that Andy provided for me. He searched out solutions - nothing was too difficult, unachievable or out of limits. He went above and beyond any service levels I expected or have ever experienced within the industry (including working with me to improve my credit score with Experian by miles). I have absolutely no hesitation in recommending Andy to my friends, colleagues & network - he is the only Financial Advisor you will find in my contact book!"
- Clare Shaddick

"I have been using Andy's company for many years now and have become completely dependent on his advice, skills, and service. He has managed to provide me with a level of service that by far exceeds anything I have been offered before, nothing is ever too much for him and no challenge is ever too large! As a direct result of being constantly delighted with his results I have made many recommendations to friends and colleagues who have also become loyal and satisfied customers. I am also extremely happy to recommend Andy to anyone else looking for similar services and would have no hesitation providing a personal recommendation."
- Roderick Arnold

"Andy is the Über Breed of financial advisor. He has arranged a number of financial products which have upgraded my previous financial status, re-designed my financial future and improved my quality of life in a way that a year ago I wouldn't have thought possible. Andy's greatest quality is that he takes the time to listen and undoubtedly takes a personal sense of responsibility to get things right for you. Down to earth and a great sense of humour, he comes totally recommended by me."
- Claire Rosindale

"I have used Andy's company many times over the years firstly in 2005 when they arranged my mortgage. We had an issue with the solicitors really dragging their heals, but the proactive approach the staff ensured that the sale went through. I would recommend them for anyone who wanted detailed financial advice on Mortgages / pensions / savings / investments and life cover.
I look forward to doing business with you in years to come."

- Gareth White

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Head Office

Chelmsford
Swift House,
18 Hoffmanns Way,
Chelmsford, Essex,
CM1 1GU

Tel: 01245 806 312

Other Offices

Colchester
Suite E, 2nd Floor
The Octagon, Middleborough
Colchester, Essex
CO1 1TG

Tel: 01206 867551

 

Ipswich
Suffolk House,
7 Hydra Orion Court,
Addison Way Great, Blakenham,
Ipswich IP6 0LW

Tel: 01473 359 720

 

Stratford
Number One,
Vicarage Lane,
Stratford,
London E15 4HF

Tel: 0208 221 8282

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Registered Office: Swift House, 18 Hoffmanns Way, Chelmsford, Essex, CM1 1GU. LB Financial Solutions Ltd is registered in England and Wales. Registered Number 07942025.

LB Financial Solutions Limited is an appointed representative of Intrinsic Financial Planning Ltd and Intrinsic Mortgage Planning Ltd, which are authorised and regulated by the Financial Conduct Authority. Intrinsic Financial Planning Ltd and Intrinsic Mortgage Planning Ltd are entered on the FCA register (http://fsa.gov.uk/register/) under reference 440703 and 440718.

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