Reviewed for

Insurance and Protection ( 19 )

Mortgages ( 9 )

Pensions ( 153 )

Equity Release ( 4 )

Retirement income (annuities, drawdown) ( 72 )

Investments and Savings ( 182 )

Pension Transfers - Non Specialist ( 36 )

Inheritance Planning ( 24 )

Long Term Care ( 5 )

Pension Transfers - Specialist ( 22 )

Financial Planning ( 14 )

Financial Mentoring ( 2 )

Reviewers' assets

£500k+ ( 21 )

£200k - £500k ( 66 )

£100k - £200k ( 25 )

( 1 )

£50k - 100k ( 7 )

Up to £50k ( 7 )

Client reviews

First impression from a user who is not yet a client

July, 2023

Overall

Please provide a brief comment about your experience with Peter

Peter was extremely helpful for my preliminary contact with him

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

I was lucky enough to meet Peter Emery years ago thanks to his role as pensions advisor for employees at my company. The reliably high quality of his advice was excellent and I signed up for much more active management of my pension, and I'm very thankful I did given the financial volatility of the last few years.

How has Peter Emery helped you?

Peter's strong investment philosophy, skillful active management, and impressive awareness of global markets (and asset classes) has not only benefited my pension value but also given me a welcome confidence that my financial future is in very good hands despite all the financial uncertainty.

Have you seen the outcome you were hoping for?

Yes, I'm very pleased.

What could they have done better?

I have nothing but positive feedback!

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Saving plan

How has Peter Emery helped you?

Giving me advice on my future

Have you seen the outcome you were hoping for?

Yesg

What could they have done better?

Give a monthly on the text savings would help

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

To review and consolidate my Pension Portfolio with a view to a single consolidated Drawdown Pension

How has Peter Emery helped you?

Peter has helped me with Pension transfer, set up and advice and short and long term financial planning

Have you seen the outcome you were hoping for?

The Pension consolidation and transfer went according to plan and I have been in Drawdown for approx 5 years without issue

What could they have done better?

Not a great deal. Peter is very approachable and always willing to discuss any area of finance. He has an excellent support Team to assist with any changes or statistics associated with the advice.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Hertfordshire

What were the circumstances that caused you to initially look for an adviser?

Change in financial circumstances

How has Peter Emery helped you?

Took time to understand what I need financially-talked me through the options and dealt with my finances accordingly

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing in the present financial climate

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Peter has been my late mother's financial adviser for many years. She spoke very highly of him and he in turn looked after her investments extremely well. Since her death in September 2022, Peter and his team have been very attentive and helped with the barrage of questions we, as a family, have had going to Probate. Peter has also given me some financial guidance and I hope with any inheritance I will become another of my mother's clan to be Peter's client.

How has Peter Emery helped you?

Peter has answered all my queries quickly and diligently, always checking facts before providing me with information. He calls when asked and when he says he will. Much to be said for that. I cannot speak to highly of Peter who has gone above and beyond. Thank you Peter.

Have you seen the outcome you were hoping for?

My mother's investments have performed well and she had all the funds she needed to make her life as easy as it could be living on her own. He is a total professional and gentleman.

What could they have done better?

Get a Nespresso machine for his team!

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Pension Protection and Financial advice with regard to Investments.

How has Peter Emery helped you?

As Stated above.

Have you seen the outcome you were hoping for?

It has worked well over the years I have been with Peter.

What could they have done better?

I can not question the way they under take their work as I am not in Finance. I trust the company and therefore, I can not think of any thing they could do better.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in West Midlands

What were the circumstances that caused you to initially look for an adviser?

The cost of living and future growth for me and my family.

How has Peter Emery helped you?

Peter Emery have helped me and my family or the long term future.

Have you seen the outcome you were hoping for?

Not yet long term pension.

What could they have done better?

invested more.

First impression from a user who is not yet a client

June, 2022

Overall

Please provide a brief comment about your experience with Peter

Only had an initial meeting, and in the process of sorting a follow up date. But so far, very impressed with Sabrina. Hopefully the second meeting will result in a good proposal. Suggested costs seem very reasonable.

First impression from a user who is not yet a client

January, 2022

Overall

Please provide a brief comment about your experience with Peter

Had an initial (free) meeting with Daniel Kern - excellent. So knowledgeable and helpful. Has opened up our thinking and approach to planning and managing the pension pots. Will definitely be using his services

Review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Suffolk

What were the circumstances that caused you to initially look for an adviser?

Future proofing

How has Peter Emery helped you?

Investing wisely and timely … enrolling onto discretionary service

Have you seen the outcome you were hoping for?

Yes

Review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Pension planning

How has Peter Emery helped you?

He organised my pensions

Have you seen the outcome you were hoping for?

Yes I was able to retire earlier than expected

What could they have done better?

Very little I have always received the best of advise

Review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Need to invest money which had been inherited

How has Peter Emery helped you?

Excellent service in providing good investment returns.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Hertfordshire

What were the circumstances that caused you to initially look for an adviser?

Divorce

How has Peter Emery helped you?

Expert financial advice from trustworthy staff

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

To give myself the best chance of having the retirement nest egg I'll need, I didn't want to leave it just to myself because I have neither the time nor knowledge to make timely risk/reward decisions.

How has Peter Emery helped you?

Peter walks the walk. I went with Peter because I agreed with his investing approach, and he has followed through with that in practice. He has expertly balanced my need to protect capital with taking advantage of opportunities for growth. His service has proved quite nimble with shifts in markets while keeping true to core investing principles.

Have you seen the outcome you were hoping for?

My pension nest egg continues to grow at a healthy pace despite the last few years having been crazy ones in the markets. This gives me great hope for an early retirement.

What could they have done better?

No issues :)

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

As I was approaching retirement I needed expert assistance to organise my affairs.

How has Peter Emery helped you?

Peter Emery restructured my disparate pension investments and organised my pension drawdown scheme. He continues to manage my pension and some other investments in line with his unique method of active investment.

Have you seen the outcome you were hoping for?

Peter has managed my investments and produced better returns than could have been expected in this period of high volatility. My investments all show a positive return well above market expectations and the inflation rate.

What could they have done better?

Nothing.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Suffolk

What were the circumstances that caused you to initially look for an adviser?

Seeking advice on Inheritance Tax and financial planning on behalf of my mother and then financial planning for myself.

How has Peter Emery helped you?

Provided the required advice through face to face and telephone contact.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I can’t think of anything.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Outside UK

What were the circumstances that caused you to initially look for an adviser?

Having savings that were not well managed by another financial advisor.

How has Peter Emery helped you?

Always ready to advise, regular meetings, flexibility in investments, but above all, receiving monthly reports on the state of affairs in investments.

Have you seen the outcome you were hoping for?

Yes, mostly

What could they have done better?

Can't think of anything

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Need to set up savings in relation to pension.

How has Peter Emery helped you?

General advice and provision of focused expertise.

Have you seen the outcome you were hoping for?

Yes. Pensin is now being received.

What could they have done better?

The only thing that could be better would be if their portfolios could include some specific agreed investments / shareholdings.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Peter's services came, originally, as part of the pension planning service provided by an old employer. The best pension decision I ever made was to take up that pension planning service. The employer is long in the past, Peter is still providing excellent advice and an excellent service in looking after my pension investments.

How has Peter Emery helped you?

Restructuring of investments, as both an initial restructure and as an ongoing process. Provides a regular update on his views around the economic situation and suggested ways of taking advantage of that situation.

Have you seen the outcome you were hoping for?

Yes, absolutely

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Required advice on Pensions and investments.

How has Peter Emery helped you?

Consolidated pensions, found a new provider arranged a draw down fund. Set up a new portfolio

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

For my situation, nothing, acted fully to meet my requirements

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Suffolk

What were the circumstances that caused you to initially look for an adviser?

Peter has been my advisor for many years, initially while I was working and building savings and pensions, and subsequently after retirement Also helped with inheritance from my late father in law.

How has Peter Emery helped you?

Advice on all matters over time as described above

Have you seen the outcome you were hoping for?

yes

What could they have done better?

I am very happy with the general financial advice received over the years. When I recently took out a small mortgage to help finance renovation costs I was unprepared for all the 'hidden' set-up and administrative costs involved, and so maybe a bit more preparedness there might have been useful. I may have decided against the mortgage.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Following retirement in 2004 I had a lump sum of money to invest

How has Peter Emery helped you?

Peter was recommended to me by a friend. Peter explained the various options that I may be interested in, and fully explained the pro and cons of each type.

Have you seen the outcome you were hoping for?

Yes my investment has seen good growth over the years.

What could they have done better?

I believe Peter provides an excellent service, and I do not believe there are any areas for improvement

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Many years ago I needed an expert to advise me on my financial affairs

How has Peter Emery helped you?

Arranged the coalescing of various personal pensions into one for easy management and reduced fees and advising on investment vehincle switching. Also, they take all the hassle out of paperwork, always sending extrmely clear documentation.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

Notihng.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Surrey

What were the circumstances that caused you to initially look for an adviser?

Personal savings stick in current account

How has Peter Emery helped you?

Managed investments for family

Have you seen the outcome you were hoping for?

Yes

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

We were very dissatisfied with our previous FA who took all the commission "up front" and put us into several investments which lost heavily within a few weeks.

How has Peter Emery helped you?

He rationalised our portfolio and recently has introduced several groundbreaking investment management systems that have reduced our costs and improved the flexibility of our portfolio.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

They cannot be held responsible for the performance of " the market" but they have minimise the adverse effects and taken advantage of gains.

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Property purchase

How has Peter Emery helped you?

Peter and Sabrina Bailey helped me in securing a mortgage for my first home and made sure I wasn't financially over stretched. There are many 'hoops' to jump through with mortgage lenders and the process can be daunting but the team at Emery IFA made eveything so stress free and I will certainly continue to refer them to everyone I know.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing, faultless service throughout the purchase.

First impression from a user who is not yet a client

June, 2020

Overall

Please provide a brief comment about your experience with Peter

Very efficient 1st contact

Repeat review from verified client

June, 2020

Overall

Advice

Service

Value

Based in Essex

This review is a follow-up review from a client who left a review previously.

How has Peter Emery helped you since your last review?

Peter & his team continue to provide a thorough service for our investments & private pensions. The move to Discretionary Funds Management adds additional comfort for when we were travelling a lot!

Repeat review from verified client

June, 2020

Overall

Advice

Service

Value

Based in Essex

This review is a follow-up review from a client who left a review previously.

How has Peter Emery helped you since your last review?

No contact since last review mainly due to Covid-19. The Company has overall taken a forward view which reflects my own thinking or they offer sound advice

Repeat review from verified client

June, 2020

Overall

Advice

Service

Value

Based in Suffolk

This review is a follow-up review from a client who left a review previously.

How has Peter Emery helped you since your last review?

Calm during the financial market storm following the covid emergency. Quick to protect my investments and clearly explains the firm's tactics going forward.

Repeat review from verified client

June, 2020

Overall

Advice

Service

Value

Based in Essex

This review is a follow-up review from a client who left a review previously.

How has Peter Emery helped you since your last review?

Up to date provision of information and planning

Repeat review from verified client

June, 2020

Overall

Advice

Service

Value

Based in Essex

This review is a follow-up review from a client who left a review previously.

How has Peter Emery helped you since your last review?

Has guided us through in the most productive way to ensure that we get maximum benefit from our investments & pension portfolios.

Repeat review from verified client

June, 2020

Overall

Advice

Service

Value

Based in London

This review is a follow-up review from a client who left a review previously.

How has Peter Emery helped you since your last review?

Peter keeps me informed of the financial development of my investments through the monthly bulletins received. Since my last bi - annual review (mid-March) I haven't had the need to contact Peter in this regard. In the past, if the need arose, I had contacted him and had always obtained satisfactory response or action to any question or request.

Repeat review from verified client

June, 2020

Overall

Advice

Service

Value

Based in Essex

This review is a follow-up review from a client who left a review previously.

How has Peter Emery helped you since your last review?

Maintaining increasing savings even though we had a large decrease in our saving through the marking falling

Repeat review from verified client

June, 2020

Overall

Advice

Service

Value

Based in Essex

This review is a follow-up review from a client who left a review previously.

How has Peter Emery helped you since your last review?

We receive regular monthly bulletins regarding all aspects of the UK and world economy. In these recent difficult times for the world I believe Peter and his team have made quick and decisive decisions to protect as far as possible our investments, and we have complete faith in his judgement.

Repeat review from verified client

June, 2020

Overall

Advice

Service

Value

Based in Suffolk

This review is a follow-up review from a client who left a review previously.

How has Peter Emery helped you since your last review?

Keeping us infromed of the market changes. Ensure he switches our investments to ensure maximum gain/minimum loss

Repeat review from verified client

June, 2020

Overall

Advice

Service

Value

Based in Outside UK

This review is a follow-up review from a client who left a review previously.

How has Peter Emery helped you since your last review?

Peter has consistently provided us with carefully considered and effective advice about the management of our investments. The recently introduced discretionary portfolio management system has further enhanced the effectiveness of the management of our portfolios and improved the ability to manage risk and opportunity to the best advantage of clients. The regular bulletins are always thoughtful and informative and often provide insights into market opportunities that depart from mainstream views. A valuable feature.

Repeat review from verified client

May, 2020

Overall

Advice

Value

Service

Based in Essex

This review is a follow-up review from a client who left a review previously.

How has Peter Emery helped you since your last review?

Has protected my pension in very difficult times.

Repeat review from verified client

May, 2020

Overall

Advice

Service

Value

Based in London

This review is a follow-up review from a client who left a review previously.

How has Peter Emery helped you since your last review?

Keeps me up to date with simple explanations for the markets that I can understand how my pension is progressing

Repeat review from verified client

May, 2020

Overall

Advice

Service

Value

Based in Essex

This review is a follow-up review from a client who left a review previously.

How has Peter Emery helped you since your last review?

they have kept me informed over the coronavirus period both with good news and the not so good news.

Peter's reply

Hi Chris, hope you are both well. Thanks for leaving us a positive review. Speak soon . Peter

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in Suffolk

What were the circumstances that caused you to initially look for an adviser?

Early retirement and a multitude of separate pension pots.

How has Peter Emery helped you?

Emery IFA further consolidated my separate pension funds into one account. They have since been managing that account to balance risk vs . growth according to an agreed risk profile

Have you seen the outcome you were hoping for?

The market since I moved to Emery IFA has been difficult and initially my funds were only just holding their value. Then Peter introduced DFM (Discretionary Fund Management Service) to which I signed up without hesitation. Since that time growth has been evident. However the real test has occurred in the last few weeks. The market has seen significant difficulties but my funds have been largely protected, fully demonstrating to me the value of using a skilled IFA to manage investments. I now feel as if Peter and Mike are looking after their own money rather than mine and I have every confidence in them.

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in Middlesex

What were the circumstances that caused you to initially look for an adviser?

Almost 20 years ago Peter set up the Company pension scheme.

How has Peter Emery helped you?

Since providing a Company pension scheme, Peter manages an investment portfolio and a comprehensive pension plan for me.

Have you seen the outcome you were hoping for?

Peter has provided consistent growth in line with my expectations.

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

Running up to retirement, inheritance tax planning and management of investments for self and mother. Peter and team now advise several other members of the wider family.

How has Peter Emery helped you?

Peter and team handle all our portfolio of investments and financial requirements.

Have you seen the outcome you were hoping for?

Yes, portfolio has performed well and we have confidence that financial matters are being well managed.

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in Suffolk

What were the circumstances that caused you to initially look for an adviser?

sale of company

How has Peter Emery helped you?

a complete portfolio of saving and investment

Have you seen the outcome you were hoping for?

steady growth has been achieved

What could they have done better?

don’t know

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Needed professional help

How has Peter Emery helped you?

Gave me professional help

Have you seen the outcome you were hoping for?

So far so good

What could they have done better?

Quite satisfied thank you

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

I wanted to review my overall savings and pension provision following a change of job.

How has Peter Emery helped you?

Peter helped to identify a strategic consolidation and simplification. He and his team then executed that professionally and seamlessly on my behalf, saving me time and money. It has also had the effect of increasing the value significantly across the pension portfolio due to under performing investments

Have you seen the outcome you were hoping for?

Yes absolutely

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Suffolk

What were the circumstances that caused you to initially look for an adviser?

Our mortgage was coming to an end an we wanted to reassess all finances and pensions.

How has Peter Emery helped you?

Emery Associates outlined a plan of action in a very professional and friendly manner.

Have you seen the outcome you were hoping for?

Too early to tell but the signs are that all looks good.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

We required financial advice on mortgages and pensions.

How has Peter Emery helped you?

We initially met with Peter who provided excellent advice and made us feel comfortable and assured.

Have you seen the outcome you were hoping for?

Yes, in a number of area's.

What could they have done better?

Nothing comes to mind. Peter and the team have supported and advised us for over 15 years and have always provide current and trust-able advice.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

Need to review pension provision and pension status

How has Peter Emery helped you?

Advice regarding pension allocation and investment levels

Have you seen the outcome you were hoping for?

Yes

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Hertfordshire

What were the circumstances that caused you to initially look for an adviser?

My husband was already using Peter Emery's company when he died, and I simply continued with it.

How has Peter Emery helped you?

He has taught me so much about investing, and I now understand my portfolio. As far as I can see, he hasn't put a foot wrong and I am delighted with the performance of my investments.

Have you seen the outcome you were hoping for?

Definitely.

What could they have done better?

I cannot think of anything in addition to what has been done.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Berkshire

What were the circumstances that caused you to initially look for an adviser?

I retired from work nine years early following redundancy, and needed advise on how to invest my monies so that I had no need to go back out to work

How has Peter Emery helped you?

Analysed all of my income sources and advised on the best course of action. This advise was actually to the detriment of the income Peter could have received as he recommended I did kept one of the pensions instead of accepting a lump sum which he would have invested

Have you seen the outcome you were hoping for?

The outcome has been as good as I could have hoped for given all of the political challenges of recent years

What could they have done better?

I can't think of much really, except sometimes to explain things in simpler terms, although recently this seems to have been addressed

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Suffolk

What were the circumstances that caused you to initially look for an adviser?

I needed advice on investing money and transfering a pension plan

How has Peter Emery helped you?

One of Peter's advisor's gave me all the necessary advice

Have you seen the outcome you were hoping for?

Generally yes, although the investment market is very slow

What could they have done better?

Nothing really I was always informed of things and given plenty of advice

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

In 2006 I wanted financial advice to invest a lump sum that would gain interest and after a few years allow me to take some income from it to supplement my pension.

How has Peter Emery helped you?

He advised me on the best way to do this.

Have you seen the outcome you were hoping for?

Yes I have.

What could they have done better?

Nothing really.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Conwy

What were the circumstances that caused you to initially look for an adviser?

Needed to invest a lump sum of money & high street banks have had bad press

How has Peter Emery helped you?

Explaining how different products gave different rewards and risks and what in my situation may be the best plan

Have you seen the outcome you were hoping for?

I think so only time will tell

What could they have done better?

Yes keep it simple most people get lost with financial jargon

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

They looked after pension and transferred other finances to them

How has Peter Emery helped you?

gave good advice

Have you seen the outcome you were hoping for?

Yes

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Needed advice on investments and what to do with several work place pension schemes.

How has Peter Emery helped you?

Advised me to transfer most of my pension schemes into one facility (as long as there was no financial penalty for doing so) to make for easier understanding and management at retirement.

Have you seen the outcome you were hoping for?

Yes, good growth has been achieved.

What could they have done better?

Nothing to add here. All good.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Had some funds which needed investing for growth

How has Peter Emery helped you?

meetings were arranged to help us and Emery’s decide where best to place our capital, which were carried out very professionally. Peter Emery was recommended to us and I’m so pleased we use their services

Have you seen the outcome you were hoping for?

Yes. I think they have outperformed in many, if not all, markets. Especially since Brexit was unleashed upon us.

What could they have done better?

I don’t think they could do any better than they do. They are in constant contact via email and meetings, they are always at the end of the phone if you wish to talk. I have every faith and confidence with Peter Emery and his great team.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Inherited money and funds in various legacy schemes

How has Peter Emery helped you?

Reviewed our various savings, arranged for transfer into single portfolio

Have you seen the outcome you were hoping for?

Yes. Returns have consistently outstripped inflation which was our main objective to protect our savings. The additional return has been most welcome.

What could they have done better?

I don't have enough experience with other advisors to really answer this. Peter has always been communicative, made us feel comfortable that they are showing due diligence with our ability to save and minimise risks of potential loses and held regular review meetings in person with us. We could not have wished for more.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Cambridgeshire

What were the circumstances that caused you to initially look for an adviser?

Lump sum investments.

How has Peter Emery helped you?

He arranged a wealth management package.

Have you seen the outcome you were hoping for?

Will know at the next review meeting.

What could they have done better?

We’ve been well pleased with the advice we have been given.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Suffolk

What were the circumstances that caused you to initially look for an adviser?

needed better return

How has Peter Emery helped you?

periodic reviews enabled better returns

Have you seen the outcome you were hoping for?

yes

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Death of husband

How has Peter Emery helped you?

We arranged to meet and he explained my options as to future income

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Since our first meeting, Peter has always been thorough, thoughtful and extremely helpful. I don't think he could have done better.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

I had a pot of cash, and wanted better returns. I also wanted pension advice about the several pensions I had.

How has Peter Emery helped you?

Emery IFA reviewed my finances, and came up with a plan for investing both my pensions, and my savings.

Have you seen the outcome you were hoping for?

My investments have beaten inflation consistently, and the advice on where to hold investments is supplied regularly.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

At the time I was looking to retire early and required advice on 25% tax free drawdowns and moving my pension from my then plan which did not allow cash free drawdowns and to move the savings to a platform.

How has Peter Emery helped you?

Peter guided the complex process where independent financial advice was also sort and came up with a solution that suited both myself and my wife. Peter was also there to help when the new provider changed platforms and this resulted in a number of issues. Peter and his team worked tirelessly to sort out the issues and to achieve a satisfactory outcome.

Have you seen the outcome you were hoping for?

Yes am very happy that the funds were switched to a new provider and am happy with their service. Peter and Mike at Emery manage my pension funds on a completely discretionary basis and I have quarterly meetings with them to discuss the investments and performance

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Yorkshire

What were the circumstances that caused you to initially look for an adviser?

I believed that i had a wasted pension fund and wanted quality advice

How has Peter Emery helped you?

Peter took over my funds

Have you seen the outcome you were hoping for?

not yet, but i guess its the long game.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

We were reaching the time when we were able to access our pension.

How has Peter Emery helped you?

Peter Emery looked at our profile and decided what member of his team would give us the best help for our future retirement needs.

Have you seen the outcome you were hoping for?

We have been satisfied with the outcome of our pensions.

What could they have done better?

Nothing

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

When the markets changed and we could no longer rely on the high for high rating bonds etc. to provide an income, we looked to a financial adviser to help with capital growth, not for an income stream.

How has Peter Emery helped you?

We first met Mike Greely through his former employer, and having tracked him down after he had moved, we changed over to him

Have you seen the outcome you were hoping for?

It has been a very difficult time with the markets, there is growth, then it is gone, but now we hope that there should be more stability with the country going in a forward direction, rather than all the uncertainty of the last 3 years....lets see

What could they have done better?

Mike does his very best for us, we are more than happy with him.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Several old workplace pensions needed to be consolidated

How has Peter Emery helped you?

Came up with a strategy for combining whilst ensuring the risk was spread. They are proactive in setting up meetings. They issue monthly updates

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Happy overall

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Get my finances in order

How has Peter Emery helped you?

They’ve done a brilliant job on my pension . Really pleased

Have you seen the outcome you were hoping for?

Yes

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Personal pension and savings advice required

How has Peter Emery helped you?

Looked after my investments and pensions for over 10years

Have you seen the outcome you were hoping for?

Yes

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

To transfer my Final Salary Pension

How has Peter Emery helped you?

Gave full advice, and coordinated the transfer with Pension Help.

Have you seen the outcome you were hoping for?

Yes. The Pension was transferred seemlessly, and funds invested in accordance with my risk appetite.

What could they have done better?

This was my first dealings with a Financial Advisor, I have no criticisms.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Having been made redundant I was looking for information on starting a private pension fund. Not sure how we found or were introduced to Emery Associates.

How has Peter Emery helped you?

We were given advice on what was the best way to proceed with a private pension based at that time on what future salaries might be.

Have you seen the outcome you were hoping for?

Basically yes, but with hindsight perhaps we should have gone for a higher pension fund. At the time I didn't really know what my future salary would be and even if I'd get the same type of employment.

What could they have done better?

Not a lot really his advice and actions have over the years has seen our funds grow very well, it's only the 'Brexit' thing that has slowed everything down.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Using my pension lump sum.

How has Peter Emery helped you?

Listened to my requirements and gave advice on where my money would be best served.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing really.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

Investment advice

How has Peter Emery helped you?

Suggested and arranged investments

Have you seen the outcome you were hoping for?

Yes

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Suffolk

What were the circumstances that caused you to initially look for an adviser?

Was not happy with other bigger corporations.

How has Peter Emery helped you?

Took the time to make things straight forward

Have you seen the outcome you were hoping for?

Still on going!

What could they have done better?

Not a lot really, just to keep a beady I on my funds.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Advise on investing a private pension pot

How has Peter Emery helped you?

His knowledge is immense

Have you seen the outcome you were hoping for?

Well, considering the fluctuating markets, we havn't lost money.

What could they have done better?

He has tried his best

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Suffolk

What were the circumstances that caused you to initially look for an adviser?

I had some savings and was hoping to make a better return than banks were providing.

How has Peter Emery helped you?

He has helped me to understand what's available and what will suit me as an individual.

Have you seen the outcome you were hoping for?

We all hope for a bit more but overall in the somewhat unusual last few years the trend has been positive and possibly better than I expected.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

I had a pension pot that was unmanaged and therefore vulnerable.

How has Peter Emery helped you?

Recommended moving pension pot to a managed position/

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Like all industries, there are "Jargon" words. These need explaining to a layman.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Suffolk

What were the circumstances that caused you to initially look for an adviser?

I always ask for advice

How has Peter Emery helped you?

Hi explained my different options

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

None

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Retirement planning

How has Peter Emery helped you?

Sorted out my pensions

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I can think of

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

I am retired and had money to invest

How has Peter Emery helped you?

Managing my investments.

Have you seen the outcome you were hoping for?

Yes-a significant increase in value to my investments

What could they have done better?

Nothing

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Needed advice on investing for growth.

How has Peter Emery helped you?

Advised on assets allocation and investments to make.

Have you seen the outcome you were hoping for?

Broadly, yes.

What could they have done better?

I'm happy with the investment outcome relative to several benchmarks.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

We spent our business lives building a business--we didn't feel confident to "invest " without professional advice

How has Peter Emery helped you?

From initial meeting,discussing our family circumstances, and our wishes,he provided investment advice that on our own ,we could not have matched

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

Not much !Your

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Many years ago I wanted to be able to seek the advice of an Independent Financial Advisor to help with my personal financial planning as opposed to my accountant who has been advising with matters connected to my business only.

How has Peter Emery helped you?

Since the outset of being a client of Peter Emery we have found that the advice and feedback has been very good and informative.

Have you seen the outcome you were hoping for?

Certainly our pension planning appears to be on track with growth return and we are delighted with the service provided to date.

What could they have done better?

Honestly it is difficult to answer this question. My way of thinking has always been they are the experts and while keeping a 'watchful eye' I have allowed Peter Emery to invest my pension payments in accordance with my risk profile and I cannot fault, to date, the outcome.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Both my wife had just retired from teaching(in1996)and we were looking for advice on investing our money.

How has Peter Emery helped you?

As we have been with Peter since 1996,we feel he has taken the onus off of both of us with respect to looking for investment possibilities.

Have you seen the outcome you were hoping for?

We are both happy with the outcome over the last 20 or more years.To the

What could they have done better?

To the best of our knowledge we know of no improvements that Peter could have made other than those he has made.We met him when he was just starting out on his own.He now has a fully functioning group of professional people working for him.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

A Directors Pension release

How has Peter Emery helped you?

Re -investing

Have you seen the outcome you were hoping for?

So far so good

What could they have done better?

Nothing

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Suffolk

What were the circumstances that caused you to initially look for an adviser?

I didn't know what to do with my company pension plans

How has Peter Emery helped you?

He looked into each plan and advised to consolidate some and move them to a pension investment plan and to leave two plans as existing due to included benefits after retirement

Have you seen the outcome you were hoping for?

Yes very much so

What could they have done better?

I feel nothing the service received over the years has always been the maximum i could expect to received and enjoyed

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Suffolk

What were the circumstances that caused you to initially look for an adviser?

Pension advice while running a business

How has Peter Emery helped you?

Consolidate and achieve better returns on investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Can’t think of anything

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Had an inheritance

How has Peter Emery helped you?

Has invested our savings very well, in line with our risk evaluation

Have you seen the outcome you were hoping for?

Yes we have been very pleased.

What could they have done better?

Nothing, we are completely satisfied.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Many years ago I wanted to make some simple investments that were relatively safe but better than the usual Building Societies

How has Peter Emery helped you?

He came to see my wife and I at home and gave us the confidence to make some investments

Have you seen the outcome you were hoping for?

Over the years we have seen our portfolio grow and with additional investments continue to give us long term growth we were seeking.

What could they have done better?

Ensure us that they are continually revisiting alternative investment platforms to give value for money.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Money to invest from redundancy and death of parent

How has Peter Emery helped you?

I was advised how to invest my money in order to gain in the time before I receive my state pension

Have you seen the outcome you were hoping for?

YesMy financial advisor was Jane Costa and the outcomes predicted were achieved and at times altered to attain the best outcome

What could they have done better?

Jane was a friendly approachable advisor who helped me understand my financial options. Admittedly at times she did chat on a bit about her personal circumstances but always got back on track to my benefit.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Cornwall

What were the circumstances that caused you to initially look for an adviser?

A medical negligence claim and award for investment for the future

How has Peter Emery helped you?

Peter was recommended by a colleague and went through all the options for a long term investment plan

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Can't think of anything that would improve the service

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

I had money to invest

How has Peter Emery helped you?

He recommended products and kept their performance under review.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I still find it difficult to aggregate and understand all the ongoing charges that apply to my investments, not just IFA but fund manager and platform charges. An annual summary of total charges deducted would be helpful in arriving at net investment performance.

First impression from a user who is not yet a client

January, 2020

Overall

Please provide a brief comment about your experience with Peter

Gave me friendly advice; didn't try to sell me anything I didn't need!

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

Money in savings accounts, and also an inheritance windfall. Also required advice on pensions.

How has Peter Emery helped you?

Very good advice, and investments at an appropriate risk level.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

Not having a clue myself. I had some money Nd wanted to invest in a secure way.

How has Peter Emery helped you?

Peter worked out my comfortable risk level and once that was established and I was happy he suggested how I should break down my savings and where to invest .

Have you seen the outcome you were hoping for?

In spite of some very difficult times my investments appear to be safe and slowly making money whereas some of my colleagues seem to have lost some value of their portfolio.

What could they have done better?

Nothing really. I am kept up to date with a 6 monthly review and I have authorise Peter to move money as and when he feels this is necessary/beneficial without having to give my permission every time. I trust him to do this with my best interests taken into consideration.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Suffolk

What were the circumstances that caused you to initially look for an adviser?

I took voluntary retirement. And had some inheritance from the death of my parents

How has Peter Emery helped you?

I have no experience or understanding of investing money

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I don’t think there is anything. I don’t understand about investing He takes away the headache

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

Investment of matured pension plan for the medium term

How has Peter Emery helped you?

Sought my objectives & priorities & my attitude towards investment risk so that the funds were invested appropriately in accordance with my cautious investment strategy

Have you seen the outcome you were hoping for?

Yes, very satisfied

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Cash to invest.

How has Peter Emery helped you?

Went through my attitude to risk. Explained pros and cons of each asset class.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

I was not happy with the service from my broker.

How has Peter Emery helped you?

All of our savings have been drawn together and managed.

Have you seen the outcome you were hoping for?

Better than we were hoping for

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

I have dealt with him for a very long time. I was approaching retirement age and had a sum of money that I wanted invested securely over and above the investments that I controlled(mainly stocks and shares)

How has Peter Emery helped you?

He advised what type of investment best suited our investment criteria, not risk free but not risky.

Have you seen the outcome you were hoping for?

The investments have shown a steady increase in value over the years, in line with what Peter was predicting. We are very satisfied.

What could they have done better?

The service offered now is as much as we could expect from any Financial Adviser. Perhaps more information regarding investing in more overseas markets, might be interesting.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

I had a interest only mortgage, and time was running out!

How has Peter Emery helped you?

Peter set me up with a repayment mortgage, which I was able to repay in my time limit.

Have you seen the outcome you were hoping for?

Yes very pleased.

What could they have done better?

I had full confidence in Peter from the start, and am unaware of any advise I could have received from him that he could have done better.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

To overcome procrastination on my part...

How has Peter Emery helped you?

Peter was able to quickly put in to practice an effective and pragmatic strategy.

Have you seen the outcome you were hoping for?

I now have trust and confidence that my financial planning strategy is being efficiently handled.

What could they have done better?

Perhaps improve the paperwork :)

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

I needed professional assistance to manage my pension pot

How has Peter Emery helped you?

Peter Emery provided the advice I was looking for and took over management of my funds

Have you seen the outcome you were hoping for?

Yes

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Moving home prior to retirement and needing to establish a secure base for the rest of my, and my wife's life.

How has Peter Emery helped you?

Always gave choices, with balance of risk. Always supportive.

Have you seen the outcome you were hoping for?

So far!!!!

What could they have done better?

I don't think he could have been much more helpful and supportive.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Norfolk

What were the circumstances that caused you to initially look for an adviser?

My existing IFA was retiring, I was intially advised of another IFA. After my first meeting with him it was obvious his proposal meant immediate enrichment for himself, so I broke off contact. My original IFA then proposed Peter Emery. My first contact with him suggested he was trustworthy, compedent and his main concern would be to look after and improve my finances.

How has Peter Emery helped you?

I am confident that Peter and his team are always striving to the best he can for me - whatever the prevailing financial circumstances.

Have you seen the outcome you were hoping for?

I am very satisfied with the present position of my savings and finances

What could they have done better?

I am sure there is always room for improvement and I am confident that Peter and his team are never complacent with their results, so I dont feel I have the experience and skills required to offer any other constructive suggestions.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

I have been working with Peter for over 15 years. Initially he was recommended by my mother in law to help us secure a mortgage. After we received excellent advice, we worked with Peter to consolidate my pension plans. Over the last few years Peter has also helped with investment and savings advice.

How has Peter Emery helped you?

He and his team, helped us to get excellent rates on our mortgage. In addition, I was also able to recommend Peter and his team to my previous employer to help and assist them with their pension advice and help which he did for a number of years. From an investment perspective he has also helped me invest according to my risk profile which is very reassuring. He is passionate and very knowledgeable about all aspects of the financial services and shares his advice in a constructive and easy to understand way.

Have you seen the outcome you were hoping for?

Yes - our investments have increased in value and he consistently gives us sound and reliable advice.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

Emery and associates managed pensions with a past employer. They contacted me some years later to remind me that I had a pension that had been untouched for some time, and which was probably costing more in management fees than it needed to.

How has Peter Emery helped you?

With an advisor's help, we consolidated the multiple pensions I held, established my risk rating and set up a plan. I took the premium package, which includes a certain level of active care of my funds. Emery emailed me whenever urgent action was required with "RED FLAG" emails, while keeping me updated more generally as to the movements of markets and policies.

Have you seen the outcome you were hoping for?

I was thrilled to see my pension rise and rise over the first few years with Emery. Even in bad years, when the market has dipped, my pension has generally grown instead of shrunk. Only very recently with turmoil from Brexit and Trump has my pension gone down at all, and this is already correcting itself. I am very happy with Emery's management of my pension and the care which I have received.

What could they have done better?

Unfortunately my advisor has left Emery, and I don't know the new person as well as I would like! But I trust that he will maintain Emery's high standards.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

We were looking for advice because we were in need of a financial adviser and were lucky enough to see an advertisement for Peter's services.

How has Peter Emery helped you?

He has enabled us to be much more financially aware and have a more structured retirement.

Have you seen the outcome you were hoping for?

Yes within the restrictions of the Brexit uncertainty. Over the last (approximately) 30 years, we have exceeded our expectations.

What could they have done better?

Face to face discussions are very constructive and well understood. However, occasionally, the written communications have been a little more complicated, for us, than is absolutely necessary.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

I needed a more proactive pension adviser

How has Peter Emery helped you?

good advice

Have you seen the outcome you were hoping for?

Yes

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

I first met Peter when I was working for company in Maldon, Essex in 1998 where we had discussions about taking out a pension with my present employer I was working for. Peter explained in great detail about the pros and cons and one of the pros was my employer was also going to put a % into my pension fund and therefore I saw this as a very good investment for my future in old age.

How has Peter Emery helped you?

During various meetings with Peter I explained that I already had another pension fund with a previous employer, he explained that it maybe in my best interest to amalgamate this into my present pension but first he would need to look at the pension fund to see if I would gain any advantages by doing this without occurring too much costs transferring it. Yes there were costs but Peter assured me he would try to keep costs to a minimum. so I decided to go ahead. Best thing I did.

Have you seen the outcome you were hoping for?

Over the years being a client of Peter Emery I decided to introduce my partner, now my husband and after some discussion with Peter he decided a pension fund with his company would be to his advantage and since being clients of Emery IFA we have also invested other savings on behalf of my husbands mother and now some inheritance money since the passing of my husbands mother. Yes we have seen our investments and pensions grow but as we all know in the last few years since the big crash and with Brexit our investments have not grown as much as they previously did but Peter Emery always keeps ahead of the game and will move your investments when the climate has a down turn. One more thing I must add to this Peter Emery IFA has a great team around him and are the most friendly of people you can meet or talk too over the phone they are always there to help. We get regular Monthly Bulletins emailed to us on how the market is doing not just in the UK but around the world, which we find extremely helpful knowing that our Pensions and Investments are in Very Good Hands.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Initially to help plan how to handle the various pension and savings pots that I had gathered over the years of working for a number of financial instutions.

How has Peter Emery helped you?

While not specifically directly, though his company we have received good advise on Mortgage planning (enabling us to clear our Mortgage obligations) and latterly to correctly manage our funds based on my limited risk views on finance.

Have you seen the outcome you were hoping for?

On the whole we have seen both Ups and Downs over the years but on the whole we have understood why these changes have occurred and how in the long term our investments have grown according to our risk profile.

What could they have done better?

As a non-financial expert, this is a difficult question to answer. One area that I feel could be more clearly defined is the cost of the services. While it is clear that there are cost factors (percentages) that are incurred by the advisor and the investment groups used, I would like to see how the investments grow (or shrink) separately to the costs incurred. This would allow an easier approach to any decision making regarding short and long term investing.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

I have been with Peter Emery IFA since 1998 with various policies in force.

How has Peter Emery helped you?

Confidential meeting with himself and a member of his staff.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I don't think they could of.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

I needed to acquire the best advice on how to draw my private pension.

How has Peter Emery helped you?

Peter provided excellent advice on the best way forward.

Have you seen the outcome you were hoping for?

Yes without doubt.

What could they have done better?

As far as I am concerned nothing.Peter

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Maintenance of company pension scheme

How has Peter Emery helped you?

Gave advice on investing

Have you seen the outcome you were hoping for?

Yes

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

My previous financial adviser seemed unconcerned about the outcome of the Brexit referendum in 2016, prior to it taking place. Peter's advice and prompt action saved me a lot of money.

How has Peter Emery helped you?

By explaining how flexible they can be in switching funds quickly from one form of investment to another to suit economic circumstances. And by not losing me any money when the 2016 Brexit referendum took place.

Have you seen the outcome you were hoping for?

By and large, yes. It's been a challenging time for investors over the last 3-4 years, so yields have been relatively low for everyone, but Peter's proactive approach has weathered the storm.

What could they have done better?

I cannot really think of anything. The only thing I would like to know if what would my investment look like now, had I stuck with my last financial adviser, where all my investments were in commercial property. However, I realise it is very hard to give any sort of meaningful comparison.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Forward Planning

How has Peter Emery helped you?

Staff advice on Investment

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Actually cannot remember circumstances of introduction...…...have been using Peter for so long !

How has Peter Emery helped you?

Good solid advice without the frills or cost of others. Great performance too.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Cannot think of anything on the face of it.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

My accountant recommended Peter.

How has Peter Emery helped you?

Peter’s advice, knowledge and professionalism have been extremely valuable in helping me provide the best future through pension savings.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I have been pleased with all that Peter has provided and cannot think of any improvement.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

Initially work pension

How has Peter Emery helped you?

Setting up numerous insurance and investment plans

Have you seen the outcome you were hoping for?

Yes

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Surrey

What were the circumstances that caused you to initially look for an adviser?

Early retirement in 1999 and need to invest / manage lump sum redundancy money. I / we also had a portfolio of investments.

How has Peter Emery helped you?

Advice re lump sum for pension scheme and company SAYE scheme.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

At the time nothing. As time goes by the volume of paper steadily increases which I realise is in response to FCA requirements. It is at a point that it is far to easy to put it to one side!!

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Suffolk

What were the circumstances that caused you to initially look for an adviser?

Needed professional advice

How has Peter Emery helped you?

Advised on stocks and shares

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Satisfied with our service

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Approaching retirement I needed an IFA to provide advice in all matters pertaining to pension income

How has Peter Emery helped you?

Planning my savings and investments in the final years of employment, arranging a portfolio post retirement and advising on the correct amount of income to take in a drawdown arrangement.

Have you seen the outcome you were hoping for?

Yes. In fact my drawdown pension pot has increased by 20% in the first 6 months of retirement even after taking an income from it.

What could they have done better?

Cannot find a fault. My adviser has an absolute grasp of his subject and any odd difficult questions I throw at him are met with accurate and prompt response.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Suffolk

What were the circumstances that caused you to initially look for an adviser?

I was left some money and needed help to invest it.

How has Peter Emery helped you?

By recommending a suitable investment strategy and then continually reviewing the portfolio to ensure it was a best fit to the current market conditions.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I can't think of anything

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Berkshire

What were the circumstances that caused you to initially look for an adviser?

We needed to responsibly protect savings mainly sourced from matured life insurance policies and a retirement lump sum payment. Reports of Peter's advice to clients and action taken on their behalf during the aftermath of the financial crisis impressed us and made us realise the serious limitations of the service of a previous advisor which had led to serious deterioration in the value of investments.

How has Peter Emery helped you?

Peter assessed our investment objectives and risk tolerance and advised on the re-configuration of our portfolio with a spread of more buoyant assets consistent with our attitude to risk. The ability to switch assets and classes was a revelation to us and his prompt response to changing circumstances was, and remains, of great reassurance. He reports monthly on financial and economic circumstances and their implications for investment and meets us annually to monitor our needs and circumstances. He has a deep understanding of the national and international economies. He has recently introduced a new service in which, for consenting clients, will on his own initiative change portfolios to make the best of opportunities and avoid the worst of setbacks. Throughout the economic fluctuations and uncertainties of recent years, Peter has protected our investments and our interests for which we are grateful.

Have you seen the outcome you were hoping for?

Yes:

What could they have done better?

No suggestions to make. I don't know how Peter and his firm could improve their service. Apart from their financial competence, all members we have encountered are approachable, helpful and understanding.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Investment of a lump sum received on retirement

How has Peter Emery helped you?

Explaining how best my investments could be made to perform to meet my requirements

Have you seen the outcome you were hoping for?

Yes

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

My partner suggested I see a financial advisor to help sort my finances out. This we did and I am so glad. Having dyspraxia and discalcular means anything financial is a minefield. Peter and his team explain things to me gently and with care. Never have I been made to feel stupid and this is a first. I would recommend fully this Company for being extremly professional, caring and patient.

How has Peter Emery helped you?

See above

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I think they did a fantastic job but maybe having a better understanding of dyspraxia and discalcular would be beneficial.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Suffolk

What were the circumstances that caused you to initially look for an adviser?

Not satisfied with quality of service from high st bank advisors. Also no happy with the service I was receiving from another financial advisor at the time I approached Peter.

How has Peter Emery helped you?

Gave me good solid advice and managed my financial affairs in a very professional manner. Peter has managed to maximise the returns from my investments.

Have you seen the outcome you were hoping for?

Most definitely. I am confident to leave my financial planning in Peter and his teams hands.

What could they have done better?

I honestly cannot think of any aspect of the service that I receive from Emery IFA that I am not happy with.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

I have known peter for many years and has supported me in every manner regarding financial guidance

How has Peter Emery helped you?

Peter is all for the client handling there fianances with a can do professional attitude and minimum fuss

Have you seen the outcome you were hoping for?

Yes financial gains in all areas,either pension or savings

What could they have done better?

Keep up the good work,continue the success of what you and all the staff do at Emery

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Needed help with our pensions.We have no financial investment knowledge at all.

How has Peter Emery helped you?

He looked at the whole picture and as the years have gone by our needs have changed and his planning and strategy changed with us.

Have you seen the outcome you were hoping for?

Yes we feel more settled.

What could they have done better?

Nothing he was really good - he listened

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

Unhappy with previous adviser. Received good recommendations.

How has Peter Emery helped you?

Regular meetings, clarity of advice, good returns. And monthly updates and analyses.

Have you seen the outcome you were hoping for?

Yes, more or less

What could they have done better?

Advise on where to find good tax advice.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

I am in the group of women whose state pension has been delayed by, in my case, six years. I had a work pension which I had not yet accessed and needed advice about how best to do this to enable me to retire and my planned age of 62.

How has Peter Emery helped you?

He gave me the advice about how to retire at the age I had planned.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing - my desired outcome was achieved.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Had a pension fund to invest

How has Peter Emery helped you?

Set up investment in a financial firm

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I don't think he could have done any better

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

My husband died and needed help with his trusts

How has Peter Emery helped you?

He gave friendly and helpful advise and I felt I could trust him at a time me and my family felt vulnerable

Have you seen the outcome you were hoping for?

Wasn’t looking for a massive outcome just safe and trustworthy advise and where to invest

What could they have done better?

I don’t feel anything could of been dealt with any better

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Suffolk

What were the circumstances that caused you to initially look for an adviser?

Financial advice

How has Peter Emery helped you?

Great advice

Have you seen the outcome you were hoping for?

Yes, very much so

What could they have done better?

Nothing

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

I have a draw down pension

How has Peter Emery helped you?

With investments

Have you seen the outcome you were hoping for?

Mostly

What could they have done better?

Sometimes the review of my pension was too detailed and complicated

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

We needed a company to manage our portfolio and offer investment advice.

How has Peter Emery helped you?

They looked at our investments and made suggestions regarding possible changes, they issue a monthly newsletter outlining their reasoning regarding investments and if changes are suggested and acted on they can make those changes for us.

Have you seen the outcome you were hoping for?

So far they have performed well.

What could they have done better?

It`s difficult to say, they keep us informed are proactive and as a company very approachable, we don`t have sufficient experience with financial advisers to compare how others would handle investments.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Pension advice

How has Peter Emery helped you?

Advice

Have you seen the outcome you were hoping for?

Yes overall good service

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

I needed my pension to be looked after and my ISA

How has Peter Emery helped you?

He explained the fund choices and gave me extra income from ISA each month

Have you seen the outcome you were hoping for?

he has done well considering the markets have not been very buoyant

What could they have done better?

he has done well

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

My wife was a customer of Peters and when I met her was very impressed with her pension investments that i got in touch with Emery to transfer my pension and they were transferred into investments and savings.

How has Peter Emery helped you?

Very impressed with my wifes and mine financial gain and helpfulness of my personal adviser.

Have you seen the outcome you were hoping for?

Yes and eager to see my investments increase over the years

What could they have done better?

I feel totally supported and do not have any suggestions to improve on such a great company, maybe pop in for more Tea and cake !!

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

In 2002 I retired from the Public Sector, and commuted a lump sum from my pension. I was looking to invest this money so that it would grow.

How has Peter Emery helped you?

Peter Emery was recommended to me by a friend. He listened to my aspirations , and then made certain suggestions as to how I could possibly achieve them. He outlined all the pro's and con's for each suggestion.

Have you seen the outcome you were hoping for?

Definitely. Over the years I have seen good growth by listening to Peter's advice, and changing investments at the right time to protect my investments and also achieve further growth, in line with my risk profile.

What could they have done better?

I am completely satisfied with the service I receive. I cannot suggest any areas for improvement.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

To actually gain some financial interest from my savings.

How has Peter Emery helped you?

Invested my savings with a very healthy interest rate

Have you seen the outcome you were hoping for?

Absolutely and more than expected

What could they have done better?

Nothing !! I have made lots of recommendations to my family and friends

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in East Sussex

What were the circumstances that caused you to initially look for an adviser?

I felt insecure as I did not know what was happening to my finances as I had recently been widowde

How has Peter Emery helped you?

He explained in detail what he was going to do and kept in touch with me.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

I cannot think of anything

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Retirement planning

How has Peter Emery helped you?

Helped plan finances and investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No problems

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

Sound financial advice and protection of the investment. A good return is also welcomed.

How has Peter Emery helped you?

Good advice on pension and management of assets.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Peter could consider as an IFA to charge his remuneration based on time spent on the file rather than on a percentage basis. It would reflect the work and in some instances (I would say most of them) would be cheaper for the client.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

I have been a client of Peters for approximately 20 years. In that time he has looked after both our savings and pensions, and successfully taken us through peaks and troughs but always with our needs at the fore. Having been let down by previous adviser(Major Bank), Peter from the early days took the right path.

How has Peter Emery helped you?

Always work for us, is diligent in looking after our needs. In the 20 odd years has successfully grown our portfolios ahead of the general market.

Have you seen the outcome you were hoping for?

Yes, and in some years has outperformed the market by quite a way.

What could they have done better?

I have no suggestions to add

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Approaching retirement and wanting financial advice

How has Peter Emery helped you?

Transfer pension and investment advice

Have you seen the outcome you were hoping for?

Exceeded our plans

What could they have done better?

The advisor has been excellent however the reporting website for the fund hosts is not as good as HL albeit that it is improving

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

Had significant amount of money to invest.

How has Peter Emery helped you?

Enabled me to make bigger returns than in building society or bank. Much safer way to invest than directly in stocks and shares.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Berkshire

What were the circumstances that caused you to initially look for an adviser?

complex pension arrangements with multiple policies built up over time, looking to simplify, rationalise and ensure that my entire portfolio was working consistently, efficiently and positively.

How has Peter Emery helped you?

Advice and communication have always been outstanding, Peter initially helped align the portfolio, then made smart investment decisions in managing the portfolio to ensure the portfolio has grown consistently each year. Peter is also very strong in providing 'age-appropriate' advice to help me as I approach retirement. My needs now are different to what they were 5 years ago and Peter is absolutely on this. Peter is always easy to communicate with, he and his team are always responsive and I love the proactive communication and activity.

Have you seen the outcome you were hoping for?

Yes, definitely happy with the advice, the approach and the company

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Pension investment

How has Peter Emery helped you?

identified appropriate funds

Have you seen the outcome you were hoping for?

Yes

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Surrey

What were the circumstances that caused you to initially look for an adviser?

I wanted to bring together a number of separate and under-performing pension pots and transfer them across to Peter and his team

How has Peter Emery helped you?

Better advice, better return, excellent understanding of markets and risk

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Everything has gone very smoothly. Peter and his team have looked after my pension pot for the last five years. Prior to that, Peter helped set up a pension scheme at one of my previous companies.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Inheritance money that we wanted invested.

How has Peter Emery helped you?

He advised us the best way to invest. We decided what sort of investors we were after discussion with Peter. Using that information he tailored our investments to match.

Have you seen the outcome you were hoping for?

We have been very happy considering the uncertainty in the financial world at the moment.

What could they have done better?

We don't feel that there is anything that could have been done better. We have frequent information bulletins and twice yearly meetings.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in North Yorkshire

What were the circumstances that caused you to initially look for an adviser?

When My husband retired due to ill health he had two pensions, one final salary pension the other an investment pension, 25 years ago. It was the early years of drawdown. We needed expert help.

How has Peter Emery helped you?

Peter was very knowledgable about all the drawdown options available to us. We used John’s company’s pensions advisor for a while and he turned out to be disastrous. Peter picked up the pieces and took over looking after our investments.

Have you seen the outcome you were hoping for?

Yes, we have been free of worry about our finances as we are confident that Peter has great knowledge and judgment. We are not risk takers - just want to maintain value of fund which Peter has achieved through good and bad times. We have meetings twice a year when we discuss the situation and change things if necessary. We were one of Peter’s first clients and he has maintained an excellent relationship over the years.

What could they have done better?

I don’t honestly think he could do better. He is always very concerned about quality of advice and service. He has grown into a sizeable operation but his staff clearly love working there, from what we have seen, and he is hopefully training his colleagues to take over when he eventually retires. The administration side is efficiently run.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Suffolk

What were the circumstances that caused you to initially look for an adviser?

Inheritance.

How has Peter Emery helped you?

Face to face meeting, questionnaire, telephone discussion. Clear advice given after consultation.

Have you seen the outcome you were hoping for?

So far, yes. It is early days.

What could they have done better?

I can't think of anything.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Retirement

How has Peter Emery helped you?

Peter assessed my attitude to risk and listened to my long and short term objectives and invested my pension appropriately.

Have you seen the outcome you were hoping for?

In spite of Brexit and Trump, I am now very satisfied with the investment outcomes.

What could they have done better?

Nothing I can think of. The move to a discretionary service has proved very successful.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Peter helped greatly with my Fathers finances after he passed away.

How has Peter Emery helped you?

All financial transactions dealing with bereavement.

Have you seen the outcome you were hoping for?

Yes most definitely.

What could they have done better?

Nothing he was spot on.

First impression from a user who is not yet a client

April, 2019

Overall

Please provide a brief comment about your experience with Peter

Peter responded very promptly to my initial enquiry and arranged an appointment within the week. Although the appointment was only meant to be for an hour Peter was happy to extend beyond this in order to ensure I was clear about the services available

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Advised by my solicitor after my husbands death

How has Peter Emery helped you?

In every way possible

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Everything was perfect

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Previous advisor retired and suggested I contacted Peter.

How has Peter Emery helped you?

He took the time to clearly explain, in lay terms, what he was proposing and he has the ability to precisely match his proposals and language to my inexperienced ear.

Have you seen the outcome you were hoping for?

So far.

What could they have done better?

Not at this stage.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

After selling my business, I had money to invest. Being a cautious person, I was recommended Peter.

How has Peter Emery helped you?

Peter advised me where to invest this for long term profit.

Have you seen the outcome you were hoping for?

Yes. Looking forward to the good returns to be had in the future.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Having been an adviser myself for 39 years, clearly I understood the benefits of advice. With my retirement proceeds globally, I approached Peter who I had known since the mid 90s & rated highly.

How has Peter Emery helped you?

By quickly understanding my requirements & fulfilling these efficiently.

Have you seen the outcome you were hoping for?

Early days but generally YES.

What could they have done better?

I can honestly say that Peter & his colleagues are outstanding on the efficiency of their service. I cannot think how the offering could be improved, without the assistance of a crystal ball displaying the future of investment markets! Companies often pay lip service to their advice offerings: Peter & team (who play a vast part in making his time available to clients) do just what they promise.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

In my late 40s, I wanted to make the most of my workplace pension as my risk tolerance decreased. Although I'm a hands-on investor, I realised that getting advice and direction from a trusted, smart IFA would be well worth it and help me rest easy heading towards retirement age. I went with Emery for several reasons: 1) I agree with Peter's investment philosophy, 2) I was impressed by how Peter extended himself when I was still only considering signing up, 3) I liked that Peter was (and still is) happy to answer all my questions, and 4) I liked that Peter respected that I like to be hands-on with buying and selling.

How has Peter Emery helped you?

Peter has provided a high standard of service in these areas: 1) Navigating over-priced and now volatile equity markets, 2) Taking advantage of market downturns, 3) Finding other sectors of growth, 4) Giving a regular detailed summary of the investment landscape with specific guidance, 5) Always answering my questions, and 6) Advising me on alternative pension providers and now helping me transfer to a much better one.

Have you seen the outcome you were hoping for?

So far so good. In the time I've been with Emery, my pension has grown significantly without undue risk. I feel I'm on track for retirement.

Review from verified client

November, 2018

Overall

Advice

Value

Service

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

I wanted to contribute to a personal pension and invest a lump sum to grow for future use.

How has Peter Emery helped you?

Recommended an investment portfolio and set it up. He has continually assisted me since in regularly ensuring my money is invested in the best possible place.

Have you seen the outcome you were hoping for?

Yes, I am more than satisfied with the outcome and have every faith that this will continue.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Unsatisfied with building society rates and was looking for a better rate on my return on my investment

How has Peter Emery helped you?

Helped to get a better rate and good advice on my on ongoing investments

Have you seen the outcome you were hoping for?

Yes we have.

What could they have done better?

He did an excellent job under financial difficulties

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

I am no expert in investments and pensions. I needed a quality professional to rely upon.

How has Peter Emery helped you?

Pension and savings advice. Equity release. Advice regarding financial planning.

Have you seen the outcome you were hoping for?

Although recent times have been tough on investment returns, I have still seen positive returns.

What could they have done better?

I am very happy with the regular planning advice received by me from my financial adviser and can think of no ways that it could be improved. The regular bulletins are particularly good and I am comfortable that my financial adviser is working well for me.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

To get good advise on the type of pension that would suit me best.

How has Peter Emery helped you?

Helped me to decide the best way forward, Annuity or Drawdown and the way it all works.

Have you seen the outcome you were hoping for?

In these days it is difficult to have a bench mark to scale what you should expect from your investments.

What could they have done better?

You choose an adviser you hope will look after your interests and over time you either trust his judgement or move to another adviser.

Review from verified client

November, 2018

Overall

Service

Advice

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

I needed help with pension advice and investments

How has Peter Emery helped you?

Peter and his team guided me through the options of pension planning and investments which I initially found very difficult to understand

Have you seen the outcome you were hoping for?

Yes, Peter and his team have helped considerably.

What could they have done better?

I don't feel they could have done anything else. All options were explained in detail to me at every stage.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Having been employed with a number of companies in my career I wanted to understand how well my pensions were performing and if I could benefit from active fund management.

How has Peter Emery helped you?

I now have a better understanding of how my pensions have performed and where they were invested in. Bringing my pots together and having them regularly reviewed will help keep me on track for my goals I have for my retirement.

Have you seen the outcome you were hoping for?

Yes I felt reassured that I have a plan in place for my future retirement in place.

What could they have done better?

Nothing, it has been a pleasure do deal with everyone in the Emery team.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Having recently changed career I wanted to speak with a Professional to help me bring together my pension pots and have them regularly managed and cared for.

How has Peter Emery helped you?

I had a number of pension pots held with different companies and Peter brought them all together. Having them situated in one place means I know where my pensions are invested and how they are invested.

Have you seen the outcome you were hoping for?

Yes, the process from start to finish has been simple and left me feeling secure and satisfied. Especially with the current financial climate we are in I know that I am in good hands.

What could they have done better?

I do not believe that things could have been done any differently, I am very pleased with the service from the whole team at Emery IFA Ltd.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Initially inheritance

How has Peter Emery helped you?

Excellent advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Possibly put some points in plainer English, rather than 'Finance Speak'!

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

When I retired from the Public Sector 16 years ago, I commuted some of my pension into a lump sum. I wanted to find a suitable product where I could invest this money safely, hoping to make a reasonable return. I was advised about Peter Emery through a mutual friend. In all the time I have known Peter he has always given me sound advice, especially the pro's and con's of different products. I have been more than satisfied with his advice, and the returns I have made over the years have been very good. I would not hesitate to recommend Peter to anyone seeking financial advice.

How has Peter Emery helped you?

Helped and advised me over the years to invest in a variety of financial products.

Have you seen the outcome you were hoping for?

Yes, my investment has grown at various times over the years.

What could they have done better?

I cannot think of anything Peter could do to improve his quality of service, carry on the good work.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

I wanted to plan for my future!

How has Peter Emery helped you?

He looks at my circumstances and took time to understand what I needed and how I needed it.

Have you seen the outcome you were hoping for?

Yes, I am happy with the outcome and know that I can always contact Peter if I need any help and support.

First impression from a user who is not yet a client

October, 2018

Overall

Please provide a brief comment about your experience with Peter

Very professional service

First impression from a user who is not yet a client

December, 2017

Overall

Please provide a brief comment about your experience with Peter

Meeting was with Mike, not Peter however it was a very useful 1 hour.

First impression from a user who is not yet a client

May, 2017

Overall

Please provide a brief comment about your experience with Peter

Excellent level of information. A clear investment strategy defined. Showed a clear understanding of my requirements and then expanded on other opportunities that would be available. I am very likely to use Peter's services.

Review from verified client

February, 2017

Overall

Advice

Service

Value

Based in Hertfordshire

What were the circumstances that caused you to initially look for an adviser?

Bereavement.

How has Peter Emery helped you?

Quality of advice: 5 out of 5. Quality of service: 5 out of 5. Value for money: 5 out of 5. What were the circumstances that caused you to look for financial advice? Bereavement. How did Peter Emery help you? By simplifying & improving my portfolio. Plus, Peter provides proactive management. Have you seen the outcome you were hoping for? Yes I have.

Have you seen the outcome you were hoping for?

Yes.

First impression from a user who is not yet a client

February, 2017

Overall

Please provide a brief comment about your experience with Peter

I had a good long talk with lots of advice from Peter

Review from verified client

September, 2016

Overall

Advice

Service

Value

Based in

What were the circumstances that caused you to initially look for an adviser?

I had a small business and needed someone to advise me on how to control my finances. I found out about Mr P Emery and on approaching him was filled with a confidence that he was the best person to toke control of both my money and my way forward.

How has Peter Emery helped you?

Quality of advice: 5, Quality of service: 5, Value for money: 5. What were the circumstances that caused you to look for a financial adviser: I was in business and needed advice on investing money. How did Peter Emery help you: Peter helped organise our pension income and advised us on where to invest our savings. Have you seen the outcome you were hoping for: Yes, definitely.

Have you seen the outcome you were hoping for?

I have seen more than I was expecting in return of my finance's and due to the ever changing market place have come to expect frequent advise on where to invest.

What could they have done better?

I do not think he could have done for me any better so no suggestions of how to improve.

Review from verified client

June, 2016

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

I was looking for advice with my pension fund.

How has Peter Emery helped you?

Peter Emery explained the various options that were available, and how to make the most of my private pension pot.

Have you seen the outcome you were hoping for?

I have been very pleased with the decisions we made, given the economic climate and comparing results with friends and family, my pension income has been well above average. Peter and his team have consistently provided a reliable and pleasant service, our meetings are regular and I consider his fees are good value for money.

First impression from a user who is not yet a client

February, 2015

Overall

Please provide a brief comment about your experience with Peter

Well informed,clear uncluttered advice, looking forward to becoming a client.

First impression from a user who is not yet a client

February, 2015

Overall

Please provide a brief comment about your experience with Peter

So far an appointment has been made with another man from the same company.Initial telephone call that I received from company was satisfactory.

First impression from a user who is not yet a client

December, 2014

Overall

Please provide a brief comment about your experience with Peter

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Outside UK

How has Peter Emery helped you?

Peter, since I consulted him first 8+ years has advised and helped manage my pension fund to achieve an average annual growth of 6% which in my view is an excellent achievement! Peter is an excellent communicator and keeps me up-to date with my investment portfolio through monthly bulletins. Peter and his excellent team are always accessible.

What could they have done better?

If not asking too much, Peter or his staff could review my investment portfolio in line with the advice given in the monthly bulletin, and suggest fund changes, if necessary.

Review from verified client

August, 2014

Overall

Advice

Service

Value

Based in Essex

How has Peter Emery helped you?

Peter advises on the best allocation for my pension pot and actively (at least on a monthly basis) advises the best home for my money. He offers a great personal service and is backed up by knowledgeable and courteous administrative team. Consistently good advice has made my pension pot grow where others have lost value.

Review from verified client

August, 2014

Overall

Advice

Service

Value

Based in London

How has Peter Emery helped you?

Since 2001 Peter has given me excellent service in investing money paid into my pension account. He has also advised on insurance, especially income protection. After I retired in 2011 he has been my and my wife's adviser on wealth management. His investment bulletins and regular reviews of our investments, under the risk profile we have agreed, have so far been faultless and informative.

Review from verified client

July, 2014

Overall

Advice

Service

Value

Based in Essex

How has Peter Emery helped you?

Peter has always made sure I understand what he is proposing. He has maximised my pension so I am very happy with his advice.

Review from verified client

July, 2014

Overall

Advice

Service

Value

Based in Suffolk

How has Peter Emery helped you?

Takes time to understand our financial position and future requirements, and recommends investments with due regard to our attitude to risk.

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in Essex

How has Peter Emery helped you?

Peter has a very friendly relaxed approach whilst at the same time demonstrating his all round knowledge and experience of financial planning. His regular review meetings are extremely thorough and his advice and action plans are fully geared to our risk profile. The value of our investments has grown consistently even during the recent recession. He is backed up by a very pleasant and helpful support team who readily respond to routine enquiries between review meetings.

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in London

How has Peter Emery helped you?

Has helped to consolidate my pension planning and provides ongoing fund management advice. Great pro-active warnings on anticipated movement in the markets with fund holding recommendations.

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in Essex

How has Peter Emery helped you?

Peter is proactive in his approach to investments and keeps us fully informed of market trends etc through a highly informative monthly bulletin. This enhanced through six monthly meetings during which our full investment portfolio is reviewed .

What could they have done better?

Documentation relating to our meetings sometimes takes a little longer to arrive than I would have expected although this is not usually a problem as this is invariably confirmation of agreed action.

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in Essex

How has Peter Emery helped you?

The advice we receive is very proactive and relevant to our needs.

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in Norfolk

How has Peter Emery helped you?

Communication is very good and comes via the bulletins and if necessary telephone calls.

What could they have done better?

Could have more face to face appoitments.

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in Suffolk

How has Peter Emery helped you?

Peter explains everything in great detail - he obviously loves what he does and is very good at it. he is very patient with us! He is very accommodating in dates/times/locations of meetings. His staff are very good, quick and responsive.

What could they have done better?

Sorry - can't think of anything!

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in Essex

How has Peter Emery helped you?

We discovered EMERY (IMF) LTD whilst searching the Web for an Independent Financial Advisor to assist in finding a suitable retirement pension plan. This was handled by Peter Emery in a very thorough manner, explaining the various options that were available and advising the best one that would cover our needs. Following on from this we are now using him to advise on our other financial investments and wealth management, which Peter and his team handle in a professional manner, keeping us updated at regular meetings and by a monthly Investment Bulletin showing the current financial outlook. His friendly and detailed advice, together with his office staff, we have found of great assistance in answering our financial requirements.

What could they have done better?

At present the service that EMERY (IMF) LTD meets all our current requirements.

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in Essex

How has Peter Emery helped you?

Keeps us well informed and up to date, recommending appropriate changes when circumstances alter. Pro active service.

What could they have done better?

Simplicity is the key !but appreciate that this is not always possible.

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in Essex

How has Peter Emery helped you?

Very good at listening, very clear at explaining and all done in a most reassuring manner.

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in London

How has Peter Emery helped you?

Very comprehensive review of my disparate investment portfolio and efficient consolidation into a well defined model portfolio which is now actively and regularly reviewed against my circumstances and priorities and also the market.

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in Kent

How has Peter Emery helped you?

excellent service at all times--helpful members of Staff. Known by me for many years.

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in Essex

How has Peter Emery helped you?

Best advice Iv ever had...clear explanation as to what he advises. Answers questions clearly. He makes me money while providing me with an income.

What could they have done better?

Nothing I can think of

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in Essex

How has Peter Emery helped you?

Peter gives good advice in a simple and straight forward manner which is easy for me with little financial know how to understand. I find the "red flag" bulletins very helpful.

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in Hertfordshire

How has Peter Emery helped you?

He understands what my level of risk is, he is able to advise where to invest to get a good return in difficult times. He helps me make the most of my investments.

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in Essex

How has Peter Emery helped you?

Peter adopts an active approach to managing our portfolio which in my experience many IFA's do not do. Peter loves his job and invests a lot of time ensuring he knows everything there is to know about the fast moving financial markets, enabling him to give his clients the best advice.

What could they have done better?

Answer all email correspondance

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in Essex

How has Peter Emery helped you?

We found that Peter understood our situation and gave excellent advice. Communication has always been very good and would have no hesitation in recommending Peter.

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in Essex

How has Peter Emery helped you?

Detailed Pension Planning

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in Essex

How has Peter Emery helped you?

Peter provided constructive advice on what he felt would be beneficial for me having listened to my requirements. He fully explains the rationale behind his recommendations. Should market conditions change or threaten to change he provides timely alerts. He is accessible should I need to speak to him. He clearly does his research thoroughly and professionally and has never pressured me into an investment or asset class with which I was not happy.

What could they have done better?

Peter's strength lies in asset allocation and his recommendations tend to be funds within the relevant asset class. Ideally, I would be interested in a degree of specific stock picking suggestions. But this is not a criticism of his approach, merely a suggestion as to how he might provide a more complete service, provided he and his colleagues have the requisite skills and experience.

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in Lincolnshire

How has Peter Emery helped you?

Peter is very knowledgeable and takes time to understand his clients. He is informative without being patronising. He gives the impression that your investments are very important to him and that they are in a safe pair of hands.

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in Suffolk

How has Peter Emery helped you?

We think Peter takes our personal situation into consideration when setting up our portfolio. We have been very pleased with how things have progressed for us.

What could they have done better?

We are very satisfied with things as they are.

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in Essex

How has Peter Emery helped you?

Peter is very good at communicating I have no problems with trusting his advice.

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in Essex

How has Peter Emery helped you?

His advice has always been to our best advantage

What could they have done better?

In our personal circumstances I don't think he could have done any better

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in Essex

How has Peter Emery helped you?

He keeps me informed with regular newsletters what is happening in the markets and proposals as to asset percentage allocation to the respective funds.

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in Essex

How has Peter Emery helped you?

Peter makes you feel like a close friend. His advice is to the point and as a friend would do does not try to tell you what you would like to hear only what is in your best interest. To be able to keep you up to date an email service is included together with a face to face meeting. Like all investments time to wait and time to act are always important and the "red email" is a reply now time.

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in Essex

How has Peter Emery helped you?

Ensuring we are getting the best performance from our holdings. Our current transition to "retired" has been easy and we are now very comfortable due to Peters efforts since we have been a client.

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in Outside UK

How has Peter Emery helped you?

Keeps us advised of market trends with warnings about possible problems and invests accordingly.

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in Essex

How has Peter Emery helped you?

Peter listens, advises, and places us in a better position financially then we would have been without him.

What could they have done better?

It would be great if we could see all our holdings in one place online. A little more clarity on charges.

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in West Sussex

How has Peter Emery helped you?

We moved our portfolio to Peter Emery after an initial disastrous performance and unsatisfactory commission arrangement (all paid in one lump up front of which we unaware) with a previous financial advisor. Since Peter has advised on our investments he has recovered all the losses (about £60K) even after allowing for the additional costs resulting from having no available renewal commission available to meet his charges (under the "old rules"). We continue to have regular excellent and informative bulletins giving us clear information and advice on changing market conditions and he has recently negotiated improved arrangements with our fund manager for reduced charges and improved facilities for switching investments within our portfolio.

What could they have done better?

There have a few occasions when response times were a bit too long but we reviewed this with Peter and have arrangements in place to ensure that communication is much improved and switching arrangements have been streamlined to allow rapid changes to he portfolio when markets changes require this.

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in Essex

How has Peter Emery helped you?

Flexible appointment times, answers all questions, keeps us well informed via news letter,reacts quickly to change to economic changes.

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in Essex

How has Peter Emery helped you?

Peter has been our financial adviser for nearly 20 years. In that time, his advice has always been spot on. His choice of investments has been good, based on our risk profile, and we have always had good returns from them no matter what the state of the market has been. When time has been of the essence, he and his staff have always gone the extra mile to ensure that our instructions have been met.

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in Warwickshire

How has Peter Emery helped you?

Keeps us informed with a monthly information

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in Essex

How has Peter Emery helped you?

explains all details in full and guides in correct way.

What could they have done better?

really do fit my needs in full.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Essex

How has Peter Emery helped you?

He goes to great lengths to explain every detail regarding the subjects discussed obtaining the maximum benefit for our portfolio.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in London

How has Peter Emery helped you?

Understands my requirements and my risk preferences. Communicates regularly and explains investments and financial matters clearly

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Essex

How has Peter Emery helped you?

Peter Emery is a very personable individual who has a good understanding of his subject. The advice he has given is most helpful, although I have not always agreed with him, however in the main I have followed his advice and found myself in a far better financial position than if I had attempted to do things myself. One never likes to pay for any financial service, however bearing in mind the advice given, the overall professionalism and service have all been good value for money.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Hampshire

How has Peter Emery helped you?

no-nonsense advice. Understands that he provides specialist advice that you can trust. Pro-active in balancing portfolios, always current and on top of his brief

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Essex

How has Peter Emery helped you?

He provides peace of mind in managing our asset allocation with montly bulletins on-line which enable us to switch as appropriately. the staff in the office are always very accommodating & provide excellent back-up service.

What could they have done better?

nothing for us

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Essex

How has Peter Emery helped you?

Peter's knowledge of the financial market & asset classes is extensive & this helps provide the best advice & returns on investments.

What could they have done better?

The only criticism we have is that sometimes the terminology & 'language' regarding stocks, equities, gilts etc. is not always easy to understand.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Essex

How has Peter Emery helped you?

Understands how the markets work and when to act and when to hold. Talks well - explains clearly. Does his research in order to find relevant products

What could they have done better?

Not much

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Essex

How has Peter Emery helped you?

Peter is a friendly, straight talking person and I even understood what he was tail king about

What could they have done better?

I have no suggestions for this, he answered all my questions concerning pensions and ISA's

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Northamptonshire

How has Peter Emery helped you?

What I appreciate is the ongoing advice I recieve from Pater, I have monthly updates on the market and advice along with recomendation as to what action I need to take. Once a year my wife and I take a trip down to Peter's office for a face to face discussion on what action we wish to take, to be honest I let Peter give us the direction and have no problems with doing this.

What could they have done better?

I have given the matter of how to improve the service and to be honest I cannot see any areas that need improvements.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Essex

How has Peter Emery helped you?

explains in detail the various options

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Suffolk

How has Peter Emery helped you?

Explains the investment strategy of the company clearly and how it can be applied to your personal circumstances. Also makes clear how proactive they are in dealing with the ups and downs of a sometimes volatile market especially in regard to your own investments.

What could they have done better?

While appreciating the point of the above question, I have only recently been taking financial advice from Emery IFA. I have a good relationship with my advisor and am impressed so far. Perhaps too early to comment but the only thing I could say is that some of documentation explaining policies is over my head. But then that is really as much my shortcoming.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Kent

How has Peter Emery helped you?

I am contacted with prompt updates to changing situations and he arranges to meet with me twice a year for an in depth analysis of my pension portfolio. Always easy to contact if I have any queries and responsive to my requests.

What could they have done better?

I have no problems with Peter or feel the advice I am given could be improved on.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in London

How has Peter Emery helped you?

Peter Emery communicates clearly and with a good understanding of my attitude to risk (low to moderate) and low financial expertise. I believe that he has a high degree of professional knowledge and integrity and looks after my financial affairs properly and satisfactorily.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Essex

How has Peter Emery helped you?

Peter Emery keeps in close touch with us in connection with the stocks, shares and investments he manages for us. We receive excellent advice from him, including monthly online bulletins, which are red-flagged when necessary. We are extremely pleased about his advice and actions. His advice has led to our investments increasing in value.

What could they have done better?

We cannot think of any areas at this time , that would improve the level of service.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Essex

How has Peter Emery helped you?

Regular update bulletins.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Suffolk

How has Peter Emery helped you?

Explains about our portfolio and changes needed when required

What could they have done better?

Been with Peter Emery 9 years. Very genuine, honest and helpfull adviser.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Essex

How has Peter Emery helped you?

He facilitates our thinking process towards achieving our goals for financila stability whilst maintaining steady growth of our savings. He is very proactive in following up the investment portfolio in response to changes inthe market place. His monthly bulleitin is a living proof for the latter. He also encourages us to fully participate in making the investment assignments.

What could they have done better?

None.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Essex

How has Peter Emery helped you?

only having been with you for app 3months it is hard to consider this question but I an prepared to review this issue after our first review

What could they have done better?

not to sure at this moment in time being a new person with this company

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Suffolk

How has Peter Emery helped you?

Very well informed of best products in the marketplace for us.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Essex

How has Peter Emery helped you?

Peter has always kept us fully advised in managing our investments; and over the many years has shown his knowledge and vision to maintain and improve our savings. He takes very seriously his obligations to his clients and we have every faith in his ability to continue showing us the way forward in both care and to our benefit.

What could they have done better?

Nothing that comes to mind

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Essex

How has Peter Emery helped you?

Keeps me up to date with how my pension is doing and how to try and maximise its value but keeping within my risk profile

What could they have done better?

Nothing that I can think of

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Essex

How has Peter Emery helped you?

Peter is extremely efficient in advising when to make changes to my pension plan in order to achieve a good return on my investments in relation to my risk level, he is also very helpful in advising and selecting which funds I should invest in within my pension plan.

What could they have done better?

I am not sure that I can add any suggestions at this stage as I am very satisfied with peter and his colleague's and I am always made very welcome whether I phone or visit.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Essex

How has Peter Emery helped you?

We have a reasonable knowledge of the investment and savings market but what we do not have is Peter's deep knowledge of all the relevant asset classes, their historic movements and in particular their relationship to ongoing UK and Worldwide economic developments. To formulate an active and successful investment portfolio that information and guidance is critical and over the nearly 15 years of our relationship Peter's advice has been both profitable and impeccable.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in London

How has Peter Emery helped you?

peter is excellent at advising on expectations about major market movements. we run a portfolio with a very conservative mandate and he is consistently good at advising us to switch funds between the main categories of cash, property and fixed interest.

What could they have done better?

there is sometimes lack of clarity about which funds should be bought, rather than the general category. but this is usually clarified when we ask for guidance.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Suffolk

How has Peter Emery helped you?

Regular (monthly) newlsetters detailing market movements and suggestions for changes to fund allocations. Regular (6-monthly) personal interviews to review fund allocations and provide advice on any other financial matters. Always available on the phone or by email, and responds very quickly and appropriately.

What could they have done better?

Knows his job so well, he sometimes assumes I'm also a financial expert! But will always explain complex issues when asked for clarification.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Essex

How has Peter Emery helped you?

Peter and his staff are friendly, helpful and communicate well; using everyday language and understandable information. Peter Emery achieves generally good results about which they keep us informed We are well pleased with their service which we would recommend. We speak from previous unfortunate experience of a previous broker which Peter Emery helped us resolve Christine & David A Judge MBE

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Essex

How has Peter Emery helped you?

I look to Peter for all my Pension Planning advice and management. He and his team are always on the ball and very quick to react to changing market stimuli.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Essex

How has Peter Emery helped you?

Very positive response to any questions and regular updates.