I would like to thank Lee and his team for looking after our finances over the last few years. After getting to know Lee through networking I became aware of the importance of financial planning and managing your hard earned assets. Both my wife and I had acquired several pension pots/investments over our working life that had not been reviewed and were not growing. Lee and his team spent time looking at these assets and after one year of reinvestment they showed a significant return. I would thoroughly recommend that everyone gets a regular review to ensure they are going to meet their needs in the future. Last year I took early retirement and consulted Lee and his team again on how best to reinvest the large lump sum I received from my teaching pension. Rossiter Financial have always provided us with an excellent service and offer a very reliable service. As a result of dealing with Rossiter’s we are now very happy to recommend them to others. I lost a close family friend last year and Lee met up with his wife and provided her with excellent investment advice on what to do with the assets he had generated. I would recommend that anyone who is approaching retirement and has several pension pots to get in contact with Rossiter’s for a review. You never know what lies ahead! Derek Thomas - Montagna Ltd
I would take this opportunity to thank Lee and Gareth for the work they recently undertook on my own finances. Their unique non-pushy approach gave me the information I needed to make informed decisions regarding my investments and savings, their knowledge on various financial areas showed that both are on top of their game and I would happily refer them on to friends and family in the near future. I look forward to watching my investment grow.
We trust you with the knowledge of the markets with our investments and financial planning. We find you very approachable and trustworthy and that is why we have stayed with you for the last 9 years. Signed clients in Mountain Ash.
This practice has been working with Lee Rossiter over six years. He supports my ongoing planning with my Chinese clients. He acts promptly and understands quickly the issues we want to address. With his support allows us to understand the outcome to do the right planning for our clients. Without question, we would recommend Lee’s practice, as he has the sound knowledge and office support to back it up.
It has always been a pleasure working with Lee as he is without fail a professional, knowledgeable and courteous financial advisor. I have confidence referring my clients to him as I know they will receive thorough advice delivered in an efficient and friendly manner and that Lee is prepared to go beyond that extra mile to offer them a complete service.
I have known Lee Rossiter for over ten years, initially as an adviser for Friends Provident and subsequently since he became an independent adviser. During this time I have found his advice to be relevant to my needs, initially when I was practising and more recently since my retirement. His careful assessment of my needs and unbiased advice over the years has been much appreciated. He has always made himself available whenever I have had a question that I needed answering. More recently he has advised my wife and I more fully on Inheritance Tax planning and has been happy to attend joint meetings with my accountant so that a holistic approach to my financial management can be met. Over the years we have grown to know Lee not just as an advisor, but as a friend, and most importantly we both feel that we can completely trust him and the advice he offers us.