44 reviews | 2 verified advisers
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
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.
