50 reviews | 2 verified advisers
Review for Pete Miller
What could they have done better?
Nothing that I can think of
What were the circumstances that caused you to initially look for a financial adviser?
As a working person approaching retirement age I had accrued a number of pension funds of varying sizes and types from different employers. Consequently I needed financial guidance in deciding the best way of managing these funds to maximise efficiency and profitability.
How has Pete helped you?
Pete has provided financial guidance and a plan for maximising the performance of these funds by consolidating them into a single more efficient fund. He has also devised a joint retirement plan for myself and my wife which incorporates my wife's pension.
Have you seen the outcome you were hoping for?
yes my pension fund is performing well.
Review for Peter Neal
What could they have done better?
I cannot see how that would be possible. Exemplary service throughout.
What were the circumstances that caused you to initially look for a financial adviser?
Being unsure of how much longer I would want to remain invested Peter recommended a dual life annuity - the return was compelling and I took his advice to lock in such a good rate.
How has Peter helped you?
Investment guidance - great returns for many years (better than friends of mine have enjoyed). Peter’s business focuses on advice tailored to the individual and that is the only priority.
Have you seen the outcome you were hoping for?
Absolutely, completely delighted.
Review for Pete Miller
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Equity Release
How has Pete helped you?
Arranged the Equity Release.
Have you seen the outcome you were hoping for?
Yes
Review for Peter Neal
What were the circumstances that caused you to initially look for a financial adviser?
My husband and I are both self-employed and aware we needed to start a pension to plan for our retirement.
How has Peter helped you?
He took as much time as we needed to go through all our options, explain and explore various paths and set up a fund we're both happy with.
Have you seen the outcome you were hoping for?
Too early to tell. But I have every faith that Peter advised us well.
Review for Pete Miller
What could they have done better?
Could not fault the service.
What were the circumstances that caused you to initially look for a financial adviser?
Divorce, transfer of pension.
How has Pete helped you?
He helped me with the process explaining everything and doing the transfer of funds for me.
Have you seen the outcome you were hoping for?
Yes it went smoothly.
