Paladin - Lichfield

Fiona L.

Having raised a query via Paladin's website chat bot, Lee called me back promptly. We talked through my issue at length and Lee explained things clearly. I was able to ask many questions and I now have a good understanding of how to progress my issue. Great service - thank you.

Gary M.

Mang years ago I decided to retire from working life and being financial savvy myself I wanted to transfer my previous employer's pension into a private pension (SIPP account) so I had full control and could manage the pension pot myself.

Given current regulations and to action the transfer, I had to sort professional advice and after speaking to many financial advisors I came across Lee Clarkson who was absolutely fantastic. When I initially contacted Lee by phone call, he listened very carefully to my current circumstances, my reasoning for wanting a pension transfer and then by mutual arrangement he visited my home to gather more Information from me. Lee went away with everything that he needed in order to review and analyse my case and then after a few weeks he revisited my home again and agreed that given my personal circumstances that the pension transfer was in my best interest, so at that point we completed all the necessary paperwork so Lee could make the pension transfer.

I was so impressed by Lee Clarkson that when everything was sorted out, I decided that for the foreseeable future that he should look after my pension pot investments rather than myself. In doing so, he completes regular and agreed reviews each year with a positive and professional approach. More importantly I know my pension pot investments are in safe hands and I have never had any reason not to trust his judgements or recommendations.

I absolutely have no hesitation in recommending Lee Clarkson to anyone in regards to your financial affairs, he is without a shadow of doubt the best financial/pension adviser I have ever come across.

A huge and sincere thank you to Lee Clarkson and his fantastic team.

Kind regards,

Gary (from Stoke-on-Trent).

Mike F.

Met with Lee Clarkson yesterday he understood my problem although it was not a common query - an offshore insurance investment bond. His knowledge and clarity was great. He has given me the confidence to surrender the bond and report it correctly to the tax office. Will definitely use Lee and Paladin again.

Wendy L.

Can I first “shout out” Gemma! What a friendly efficient secretary. I had an appointment with Lee today. Gave me good advice through new eyes. I think I’m going to be okay. definitely worth the visit. Mind at rest.

Kevin B.

Rang Lee today looking for some advice on pensions. Initially it was to book an appointment and ask a few basic questions. I was put through to Lee who spoke at length and took the time to explain any questions I had. So knowledgeable and helpful, can't fault him. Will be in touch soon. Thanks Lee !

Judy H.

Home visit from Lee which was very helpful in itself! My questions were answered fully, and hi lighted a number of tax related issues that I was not aware of, which impacted on the decisions I was to make.
I have no hesitation in recommending Lee, it was a weight off my mind to have clarification of my circumstances.

Miles J.

My wife and I have been with Spires Independent financial services for approximately 4 years and the level of service provided is exemplary.
We spent several months trying to find a financial advisor that we felt comfortable with and eventually settled on Lee Clarkson after receiving a recommendation from a very close friend.
Lee's open and honest approach was very refreshing and his manner and patience a credit to him. We are by no means financially savvy, however, Lee has talked us through many meetings to ensure that we fully appreciate the investment portfolio that we have finally agreed upon.
Our trust in Lee's expertise has been extended by recommendation to other members of our family and he is also an advisor to some of our close friends.
Lee is supported by an excellent team who provide a friendly and professional service.
I would have no hesitation in recommending Spires Independent Ltd.

anna P.

We have recently had a hard time with a mortgage broker not telling us all and doing all he could for us, which has cost us a lot of money. Lee has been great throughout the process with advise, guidance, and next steps. Definitely recommend the team and we are utilizing them for more.