403 reviews | 22 verified advisers
Review for Pete German
What could they have done better?
Nothing really. Personally I need to invest more time in looking into my retirement options and especially around my aversion to home ownership.
What were the circumstances that caused you to initially look for a financial adviser?
I wanted to get all of my private pensioners together so they were easier to access.
How has Pete helped you?
Pete has helped me to understand what I have in my private pension pot and what my options are as I get closer to retirement. He has helped me understand and reflect on my attitude to risk and my plans for my retirement.
Have you seen the outcome you were hoping for?
At this time I have not been looking at any specific outcome but want the reassurance of being kept up to date concerning my circumstances.
Review for Pete German
What were the circumstances that caused you to initially look for a financial adviser?
Peter took over our account from a previous adviser
How has Pete helped you?
In 2022 Peter researched the pension annuity market for me and subsequently arranged the policy.
Have you seen the outcome you were hoping for?
Yes.
Review for Pete German
What were the circumstances that caused you to initially look for a financial adviser?
I was introduced to Pete German thru' Cullen Wealth, when a previous firm I worked for established a workplace pension scheme.
How has Pete helped you?
Pete initially helped with the new workplace pension, but then also helped consolidate a personal pension and several other workplace pensions into a single pension pot; Pete now manages that pension pot.
Have you seen the outcome you were hoping for?
Generally yes.
Review for Pete German
What were the circumstances that caused you to initially look for a financial adviser?
Was looking for an advisor who had my best interests
How has Pete helped you?
Very much so
Have you seen the outcome you were hoping for?
yes
Review for Pete German
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Cullen Wealth and Peter German were recommended to me when I began a career with bdtronic GmbH in 2004.
How has Pete helped you?
Peter is a down to earth person from a normal background and I am always happy to talk to him to resolve any issues or seek advice of any kind about financial matters.
Have you seen the outcome you were hoping for?
Too early to know.
