559 reviews | 23 verified advisers
Review for Pete German
What could they have done better?
All good.
What were the circumstances that caused you to initially look for a financial adviser?
Discussion with friends.
How has Pete helped you?
Clear explanations, understandable language & helpful attitude.
Have you seen the outcome you were hoping for?
Yes.
Review for James Elliot
What could they have done better?
did everything i wanted and expected
What were the circumstances that caused you to initially look for a financial adviser?
advice on retirement income planning
How has James helped you?
gave well informed advice on potential future income options including annuities,
Have you seen the outcome you were hoping for?
yes, just started receiving payments from an annuity returning 10.4%
Review for Pete German
What were the circumstances that caused you to initially look for a financial adviser?
Need pension and investment advice
How has Pete helped you?
Peter has always been knowledgeable and impartial with his advice
Have you seen the outcome you were hoping for?
have got pensions and investments that suit our needs
Review for Pete German
What could they have done better?
Nothing comes to mind.
What were the circumstances that caused you to initially look for a financial adviser?
I continued the service after retirement as it was always included in my company pension scheme
How has Pete helped you?
Helped us to assess the risk level we were comfortable with
Have you seen the outcome you were hoping for?
In the main, 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?
Pension advice and investments
How has Pete helped you?
Peter has always given us great advice and explained everything in a way we understand
Have you seen the outcome you were hoping for?
Most of the time
