With the accumulation of various assets I required enhanced financial advice.
Peter has provided me with important options in meeting my financial planning needs.
I required enhanced financial planning advice tailored to my needs.
Peter had advised me of suitable products and assisted in helping me make my financial decisions
Regular catch ups on investments and pensions provide useful updates and check points for any adjustments.
I was looking for an adviser who could help and advise me with respect to retirement planning. I had an adviser but did not feel I was getting proactive assistance with decision making.
Peter helped me understand my options with respect to retirement planning. This included the production of cash flow projections which adopted realistic assumptions about future growth in my funds together with annual withdrawals based upon my requirements. These projections gave me confidence about my retirement plans and the timing of them. Since retirement Peter has been a source of ongoing advice and support with respect to my annual withdrawals from my pension fund.
Yes, I’ve been very pleased with the performance of my funds not withstanding a number of global issues which have impacted. The mechanics of the planning work very smoothly and I have regular contact with Peter.
I don’t think there are any aspects of my advice and subsequent planning which could have been done better.