Testimonials

Read some of the feedback received from clients over the years.
We are so happy that Lee was recommended to us, he is easy to talk to and explained everything in a language that ordinary people can understand. The service Lee has provided has changed our lives for the better and we will be eternally grateful to him. We would not hesitate in recommending Lee...
Angela Knight, Sales Adviser, Torquay
I have found Lee to be extremely knowledgeable, enthusiastic and helpful resolving our finances. I have appreciated his help and advice and would have no hesitation in recommending him to our family, friends and business colleagues when financial advice and planning for the future is needed. Mo...
Caroline Hill, Business Owner, Torquay
Paul Walsh has always explained in depth how my pension works for me. I have found his advice great and he is always there if I have any questions. Thank you.
Gayle Bettesworth, Licensee, Torquay
I would recommend Paul Walsh to anyone, he is an expert in his field, he gives sound advice and only has your interest at heart. His support over the last 6 months has been invaluable, I can't thank him enough.
Ian Jones, Retired, Torquay
Chris has been our Financial Adviser for over 6 years. He has always been readily available with well balanced advice and explained the options open to us with our ongoing financial planning and pension. I would recommend him and have done so. He will be sorely missed.
Kay James, Retired, Totnes
Lee has always put my interests first by giving sound and trustworthy advice. The personal service and support has always been exceptional. I would not hesitate in recommending him & his company to all my friends & family & work colleagues.
Linda Puryer, Project Co-ordinator, Kingsteignton
We have enjoyed our relationship with Maskery Wealth Management. Lee has introduced us to a better way of managing our money and has enabled us to include our children in our long term planning. We regularly recommend him to friends and acquaintances because we trust his advice.
Martin & Julie Sharp, Retired & Tarot Reader, Paignton
I have known Lee for ten years, both personally and professionally. I worked with Lee in financial services prior to me leaving the industry. As such I know many financial advisers. Lee is my number one choice of any adviser I know, as I trust him to offer me the best solution to my financial p...
Name supplied
When we first knew Lee he was working for Santander. He gave us such good advice that when he left we followed. In all the years we have known him, he has been totally honest with us. We would recommend him to anyone, we have first given his name to our best friend.
Name Supplied, Retired, Exeter
We have been advised by Lee Maskery as we have approached retirement. Throughout this time his advice has been invaluable in ensuring that our resources have been placed in a position to give us optimum benefits. Lee has always been professional, approachable, reliable and very quick to respond...
Nigel & Jean Forrester, Retired, Dawlish
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.
Lee has been our financial adviser for over seven years. Over that time we have found Lee to be honest and trustworthy. He has looked after our finances admirably and always been there to help us and advise us accordingly. We have felt comfortable in referring Lee to close family members and ha...
Patricia & Anthony Reeves, Teaching Assistant/semi-retired, Exeter
Since being recommended Mr Lee Maskery as our financial adviser, we have benefitted from exceptional, professional, honest and most importantly advice that places our interest and welfare first. We now feel far more enabled to deal with life’s fluctuating fortunes having the best financial advi...
Steven Sleep, Veterinary Surgeon, Exeter