Ballantine Wealth Management - Crewkerne

Claire Dale

The service offered by Ballantine Wealth Management is exemplary; as a family we have been so well looked after by Leighton and his wonderful team. Leighton always goes out of his way to take time explaining issues thoroughly with us, particularly with items that I do not understand. Enquiries are dealt with promptly and nothing is ever too much trouble. We highly recommend BWM.

Sophie Smithells

I (35 f) spoke with Leighton regarding personal finances including pension and savings. I wanted to understand whether my current work pension was suitable for my circumstances. He was very knowledgable and spent time understanding my current products. He was honest with his review and advised my current arrangement was probably best at this point in my life and did not try to sell me his services further. He gave some advice in terms of increasing pension contributions now and what I may want to consider when I am getting closer to retirement. I think this speaks volumes regarding his integrity and providing the best service for each individual. I would definitely recommend Leighton to others, especially those looking to plan for retirement in the near future.

andyandshazza

We have been with Leighton and his team from the beginning and the Service is fantastic, not only the financial guidance but they are also equally concerned about our health and well-being. Leighton's expert advice has always been balanced, considered and supportive in our ever changing financial needs. He has a great Team that support him and they always go that extra mile to ensure our needs are met. We highly recommend Ballantine Wealth Management for your financial planning needs.

Julian Maddocks

Rachael and the team have been very helpful in sorting out the tax free cash and for the advice on the new pension.

Val Rushton

I have been a client of Leighton’s since before he set up his own business and have no hesitation in recommending his services. He is friendly, highly efficient and professional, explaining all potential financial pathways clearly, so I have every faith in his advice and guidance. My annual review is now held via Zoom, as I have moved “up north”, but this is just as effective, and I would not have dreamed of finding a new more local financial adviser, as I totally trust Leighton. He is very holistic in his approach and tailors his advice to suit my lifestyle goals, as well as those of my family, and follows up our discussions with a written report which details everything we have spoken about.

Natasha Hebditch

Leighton Ballantine was recommended to us earlier this year, and we have been very impressed with the service so far. Having someone knowledgeable and trustworthy to guide us through pensions and savings has been incredibly beneficial. We feel confident we are in safe hands with Leighton.

Paul Spencer

Leighton and the team are brilliant. So helpful, accommodating and willing to answer any ridiculous question we give him. They go out of their way to make sure we understand everything and are happy to be flexible where we need them to. We would highly recommend anyone contacting them if you need financial advice.

James Bews

My wife and I have been clients of Leighton's for many years now and it has been a pleasure. Leighton is very personable, trustworthy, and knowledgable. The full team is a delight to work with as they are very friendly and efficient.

We are very happy with the service we receive from Leighton and the team and hope to continue with them for many years to come. I would highly recommend Ballantine Wealth Management to anyone in need of their services.