Engaging Peter as my IFA is more than just a diary prompt, although that is very welcome! He listens and understands his clients; their priorities, their circumstances and he remembers these so that it makes these essential financial life planning meetings almost enjoyable as well as helping to plan a future that feels secure. There is value in terms of financial advantages and gains balancing income with growth in a way that only true expertise can achieve.

I sought Peter’s advice as I was planning to retire & wanted to have a better understanding of my options. He provided a detailed model of various options looking at the short, medium & long term & we had an excellent conversation about the various choices I could make. What I most appreciated from Peter was the combination of detailed expertise combined with an easy manner & very little use of jargon! I felt I could ask anything without feeling stupid & I was able to retire relatively confident in my financial future. I have gone back to him since with further questions & have recommended him to friends.

Peter’s knowledge of his products invokes confidence and he is always contactable. He always ensures our annual reviews are up to date, meeting our changing needs. The financial modelling gives the clearest explanation of our future finances. Peter’s professionalism and integrity have helped us plan out our future, enabling us to enjoy spending, knowing our financial future is secure.