Legal & Financial Planning Ltd - Lichfield

Ian L.

We have been clients of L&F for around 10 years now and we’ve found Leo and the team to be exceptionally knowledgeable and reliable. They also take care of my elderly mum’s finances. I have 100% trust in them to make our money work and to ‘do the right thing’. I would highly recommend them to anyone

Pat T.

My husband and I have been clients of Leo for many years. The service we have received has been excellent. Leo, Tracy and Joy are always professional and extremely efficient. Queries are dealt with immediately and it is always a pleasure to talk to them. we have always received good advice, which has been beneficial. Finally we have every confidence in them, as we sure they have our best interests at heart.
Pat and Geoff Tate

richard S.

Leo, Tracy and Joy, The team at legal & financial have been such a help of reliving me of the burden of trying to sort out my finances, I wish I had found them 10 years ago. The journey they took me on was strait forward with solid advice and recommendations. I can't thank them enough for their care and diligence. Somtimes you need someone from the outside to help you navigate the in's and outs of financial planning. if that's what your looking for look no further.
Kind regards Richard Sims

Dave

We have been using L&F Planning for almost 20 years and we can't recommend Leo and his team highly enough. We feel we can always trust Leo's advice regarding planning for the future and investments. We have never felt under pressure regarding any recommendations made.
The team members are all friendly, interested and very approachable and always make us feel extra special with their individualised service. They always listen to our needs and concerns and any occasional issues or anxieties we might have are always dealt with most efficiently. With L&F there is never a delay!
The team keep us up to date about current ongoing financial issues in between Annual Reviews through the use of their Newsletters and it is always reassuring to know our finances are in the hands of the experts.
Many thanks to everyone at L&F.

Alison T.

We have been so pleased with the service received to date. My husband and I are only relative newbies being with Legal & Financial since 2021. Leo, Tracey and Joy are beyond efficient. I pride myself on similar levels of response/service in my work and it is refreshing and so welcome to receive this when I am on the other side of things. I wouldn’t hesitate to recommend them. Like many clients I am sure, I became aware of Leo and the team through relatives. My parents were clients of Leo’s for many years. The whole team were equally supportive and efficient in helping me during a difficult year. I can’t thank them all enough.

Ian G.

We're really happy with the service you provide.
Everyone is very helpful and polite and we value the updates you provide on general performance of fund choices and financial institutions as it provides confidence our investments are in good hands.

Keep up the good work we really enjoy working with you all

Paul S.

I first met Leo over 25 years ago and he suggested I work towards early retirement, something I had given no thought to. Suffice to say the date we aimed for came to fruition. With regular and comprehensive reviews and, so importantly, particularly these days, a proactive approach, I am still more than happy to leave my existing investments in their hands.

Bob C.

Like many of the other reviewers, I have been with Leo and his team for over 25 years. During that time, he has consistently provided excellent investment advice across the whole spectrum - with a much broader and more personalised approach than is usual in the industry.
He has also evolved and honed his service as time has gone on, never resting on his laurels.
He has provided valued advice through times that have been good for me personally as well as ones that have been tough.
The admin team are scarily efficient, as well as personable.
I have never doubted for a minute that my finances were doing significantly better with Leo than they would have been without him.