40 reviews | 2 verified advisers
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
Review for Peter Neal
What could they have done better?
Nothing.
What were the circumstances that caused you to initially look for a financial adviser?
Peter has been my financial advisor for many years. Prior to this he was the long standing and totally trusted advisor to my husband and the family business It was a natural progression to continue with Peter following the death of my husband
How has Peter helped you?
Peter has been a true friend since my husband’s death. In the early stages he advised me about business affairs and investments without prejudice, ensuring my interests were at the forefront of advice and subsequent action. In the ensuing years he has advised wisely and expertly on the investment. He is always approachable and matters are dealt with professionally but with a personal service that demonstrates he cares about his clients and their financial objectives, wants and needs. The service he provides is transparent and I am kept informed of market changes and any impacts on investments. His advise is grounded in longstanding and professional expertise. Peter basically looks after any looks out for me with respect to financial matters.
Have you seen the outcome you were hoping for?
Yes. Professional, personable, ongoing.
Review for Peter Neal
What could they have done better?
Nothing.
What were the circumstances that caused you to initially look for a financial adviser?
The desire to take control of various pension funds by putting everything under the same roof in preparation for eventual retirement with as much flexibility as possible in terms of drawing down from the fund.
How has Peter helped you?
Comprehensive discussions and fact finding, liaising with various providers, recommending solutions which met with my requirements.
Have you seen the outcome you were hoping for?
Yes
Review for Peter Neal
What could they have done better?
nothing, as we are provided with a six monthly review of our assessments and get emails whenever there are exceptional circumstances which may effect global finances
What were the circumstances that caused you to initially look for a financial adviser?
Forthcoming retirement and potential of inheriting monies from ageing parents
How has Peter helped you?
He has advised us on which types of investment to make depending on our personal needs and future spending plans
Have you seen the outcome you were hoping for?
yes
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.
