36 reviews | 2 verified advisers
Review for Peter Neal
What could they have done better?
-
What were the circumstances that caused you to initially look for a financial adviser?
Need for pensions advice.
How has Peter helped you?
Pension advice, friendly, approachable and understanding of personal and family needs.
Have you seen the outcome you were hoping for?
Yes.
Review for Pete Miller
What were the circumstances that caused you to initially look for a financial adviser?
Retirement planning.
How has Pete helped you?
Pete helped me sort out my Bank of America pension, and also advised in investment planning in readiness for my retirement.
Have you seen the outcome you were hoping for?
Yes - absolutely.
Review for Peter Neal
What could they have done better?
Nothing. I am so grateful to Peter and his team. Peter is very knowledgeable, experienced and approachable. I’m very grateful that I found him.
What were the circumstances that caused you to initially look for a financial adviser?
I had got divorced and had a sum of money and needed financial advice.
How has Peter helped you?
My financial knowledge is minimal so I needed support and guidance. Peter invested my money in a SIPP in accordance with the level of risk I wanted to commit to.
Have you seen the outcome you were hoping for?
100% and more. The returns on my investment have been way beyond my expectations. I have retired and moved to the countryside.
Review for Pete Miller
What could they have done better?
Nothing i can think of. They are always keeping in touch and both Pete and Melissa have been very supportive
What were the circumstances that caused you to initially look for a financial adviser?
Retirement planning
How has Pete helped you?
He outlined my options having discussed my concerns, future plans and approach to investment. He is calm and methodical which I found very helpful. He is always available should I need to discuss anything further
Have you seen the outcome you were hoping for?
Yes, my annuity is working for me and my investments are on track.
Review for Pete Miller
What could they have done better?
I believe Pete has helped me and advised me exactly as was needed. I completely trust the advice he has given me. Dependable reliable and straight forward advice in what can be a difficult process to navigate. Totally trustworthy.
What were the circumstances that caused you to initially look for a financial adviser?
Pension arrangements following divorce proceedings and advice
How has Pete helped you?
Pete has been very supportive and has been able to give step by step advice on arranging a suitable pension during and following my divorce settlement
Have you seen the outcome you were hoping for?
I have definitely got the outcome I needed. I have been able to use some of the pension, following Pete’s sensible advice following settlement and moving home due to the matrimonial settlement.
