45 reviews | 2 verified advisers
Review for Pete Miller
What could they have done better?
Nothing, it’s been a perfect job. Informative and incredibly knowledgeable.
What were the circumstances that caused you to initially look for a financial adviser?
Complexity of financial planning
How has Pete helped you?
Over many years, Pete has been a great assistance, whether deciding if I should combine pensions or leave them exactly where they are. And when I inherited some money, he was a great help providing a fantastic balanced diverse portfolio of stocks and shares.
Have you seen the outcome you were hoping for?
Yes, couldn’t be happier
Review for Pete Miller
What could they have done better?
Can't think of anything - all is good so far.
What were the circumstances that caused you to initially look for a financial adviser?
Pete took care of consolidating my pensions into to an investment drawdown about 8 years ago, it was logical to speak with him now if am ready to access the pot.
How has Pete helped you?
Pete explained process detail for me and raised awareness on tax implications.
Have you seen the outcome you were hoping for?
Yes, things are starting to unfold as expected.
Review for Pete Miller
What could they have done better?
Nothing, it was all done to a very satisfactory level
What were the circumstances that caused you to initially look for a financial adviser?
As I was approaching mid 50s and I didn't have any provisions for retirement, I looked for an advisor to see my options.
How has Pete helped you?
Pete and his team were very clear when he explained all the options and I did not feel pressured to make my decision. As the time I had to set up my pension scheme was very limited, he worked hard to get all set up on time.
Have you seen the outcome you were hoping for?
Definitely
Review for Pete Miller
What could they have done better?
Absolutely nothing. 100% excellent service not just from Pete but also the rest of the team.
What were the circumstances that caused you to initially look for a financial adviser?
Recommendation from family who has used Pete for a number of years for financial and savings advice.
How has Pete helped you?
Yes definatly.
Have you seen the outcome you were hoping for?
Yes.
Review for Peter Neal
What could they have done better?
Happy with the relationship And management
What were the circumstances that caused you to initially look for a financial adviser?
Looking for a pensions expert for workplace pension transfer
How has Peter helped you?
He has dealt with all our pensions and financial affairs and continues to manage these processes for us
Have you seen the outcome you were hoping for?
Yes we have
