Chartered Edge Financial Planning - Newton Abbot

wendy guest

Steve from Maskery was so helpful didn't mind how many questions I asked & explained everything so I understood .Which really helped me to make the right decisions .

Ed

I wanted advice on what to do with my savings and how to get the best possible return.

I decided to meet up with Lee and seek his professional advice.

Lee is very professional and explains everything is so much detail.
I actually learned a lot just from that meeting and we came up with a plan on how to make my money work harder and get better return over time.

Great team at the office and I highly recommend them.

Thank you

sally rogers

I have been with Maskery Wealth Management for approximately four years. They are an excellent professional company.
Lee has been advising me with my personal pension and investments.
During this period he is always extremely helpful at advising and explaining in layman’s terms as my knowledge is limited! He is extremely friendly and easy to talk to.
Lee is always available by phone and handles any new investments with face to face visits to my home. I 100% trust Lee’s advice and professionalism, unlike other companies l have been with. Best move l made.
Would highly recommend Maskery Wealth Management to anyone.
Thank you Lee and all the team.

Kim Julier

Lee at Maskery Wealth Management Ltd was very courteous and professional when helping us to sort out my late father's finances. He very quickly understood, and sorted out, what needed to be done and took care of everything that required immediate attention. He was very patient and took time to explain anything we weren't sure about and talked about our options and the impact each would have on us. He was very supportive and has given us great peace of mind. I would not hesitate to recommend him to anybody!

Nick Tasker

Lee has been successfully looking after my parents finances for many years. He is doing a fantastic job and every choice and decision is made in the best interests of my parents. I have had several meetings with Lee as has my brother and we both feel that everything is being done extremely well. I have now got Lee looking into what he can do for me to make my finances work better. I recommend Maskery Wealth Management they are genuine and very helpful, which I have seen over the years. Lee is very good and manages to fit appointments around my availability really well. Give them a try you will not regret it.

Sharon Gill

We have been with Maskery Wealth Management now for several years. Lee has always been an excellent and professional advisor for us. He has always got time for us and we never feel rushed or persuaded to do anything we are not comfortable with. He is not hard sell, he is the best financial advisor we have met. During this very unstable time of Covid-19 he has kept us informed and both our pensions are up by 7%, excellent news in this scary time. I have recommended this company many times and all the people are very happy. Keep up the good work. Thank you

Rosemarie Finnamore

After 2 years of getting very little service from my Financial Advisors it was recommended to me to get in touch with Lee. I received great professional advice and within a very short time pensions and investments were sorted. Also great advice received on inheritance tax.
I highly recommend Lee and his company.

Robert Meredith

Have met Lee several times now and he has been extremely helpful and is very knowledgeable. Lee has helped us with pensions, investments and inheritance tax issues. Very nice that Lee will come and visit you at home and explain things in simple English terms. Would recommend.