“As a widow, I needed an adviser who really understands my present situation and helps me plan my future. His ‘Life Planning’ has been very helpful and an Annual Expenditure Analysis enables me to adjust my outgoings where possible. It has given me confidence about my future financial position. He monitors my portfolio and strives to make it’s performance the best for me personally in these difficult financial times.”
David and Sue Bradshaw
“Peter brings us sound unbiased advice. Advice that have neither the time or experience to find.”
“Peter is brilliant! He soon understood my needs and provided solutions – the right solutions.”
“Everything changes so quickly – without Peter I couldn’t keep in touch with all the new opportunities.”
“I was immediately impressed when Peter suggested I involve my family.”
For more independent reviews, please go to Feefo.