Pete Cassar

First impression from a user who is not yet a client

June, 2017

Please provide a brief comment about your experience with Pete

Pete was very professional and helpful in advising us of the various options available to us for making the best use of our pension funds.

First impression from a user who is not yet a client

January, 2017

Please provide a brief comment about your experience with Pete

Relaxed meeting with clear options provided....plenty to think about.

First impression from a user who is not yet a client

June, 2016

Please provide a brief comment about your experience with Pete

i thought the charges with a little expensive for what I wanted so I decided to try another route

Review from verified client

April, 2016

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

I wanted to know where to invest. A company I had invested in was not doing well.

How has Pete Cassar helped you?

He advised me very well and my investments have increased.

Have you seen the outcome you were hoping for?

Yes, the investments recommended suited my needs and they have done well.

What could they have done better?

I cannot think of anything that he could have done better

Review from verified client

March, 2016

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

Needed advice on where to put our money, hopefully with a view to getting a decent profit.

How has Pete Cassar helped you?

Pete has always been very helpful. We rely on his knowledge to advise us on shares and bonds.

Have you seen the outcome you were hoping for?

Like most people we obviously want the best from our investments, and as most of our money is in low risk investments, we are at the moment satisfied with our returns.

What could they have done better?

Pete has been our financial adviser for many years,and as far as we are concerned he has done his best to steer us in the right direction, at the same time leaving the final decision up to us.

Review from verified client

March, 2016

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

Setting up company scheme and merging old pensions.

How has Pete Cassar helped you?

Set up the scheme and contacted the old pension providers. Advised on transfers.

Have you seen the outcome you were hoping for?

yes.

What could they have done better?

Nothing.

Review from verified client

March, 2016

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

I needed professional help to explain my options.

How has Pete Cassar helped you?

Gave me clear and helpful advice.

Have you seen the outcome you were hoping for?

Very much so ,Pete has sorted my financial questions very quickly without any fuss.

What could they have done better?

I don't think he could improve,he is very clear about his information.

Review from verified client

March, 2016

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

Reaching the grand old age of 55 when I can access my pension provision.

How has Pete Cassar helped you?

Look for the best provider to amalgamate my different pensions into one holding company.

Have you seen the outcome you were hoping for?

Yes., though just waiting for all funds to be transferred.

What could they have done better?

Nothing comes to mind

Review from verified client

March, 2016

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

We had money to invest and needed advice on producing an income in our retirement.

How has Pete Cassar helped you?

He gave us good investment advice, explaining all aspects of our portfolio carefully answering al of our questions in laymans language so that we understood what we were setting up.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Not being a financial advisor myself I cant see how he could have improved on the excellent, friendly, well informed service that he provided

Review from verified client

March, 2016

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

We wanted clear and dispassionate advice on "safe" investmestments.

How has Pete Cassar helped you?

Pete was concise and answered our questions with clarity and without using unintelligible jargon.

Have you seen the outcome you were hoping for?

We are very pleased with our investment returns which reflect our "safe" portfolio.

What could they have done better?

We are very satisfied with Pete's professional approach. He is always available if we have a query and responds within twenty four hours.

Review from verified client

March, 2016

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

Small pension was available, wanted to get best results on pension pot.

How has Pete Cassar helped you?

Discussed different options for my requirements.

Have you seen the outcome you were hoping for?

Time will tell.

What could they have done better?

Made me feel comfortable in explaining options

Review from verified client

March, 2016

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

transferring to drawdown pension.

How has Pete Cassar helped you?

offered advice on plans risks etc.

Have you seen the outcome you were hoping for?

yes.

What could they have done better?

did everything asked of him

Review from verified client

March, 2016

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

I needed pensions planning advice and general review of family finance.

How has Pete Cassar helped you?

Advised on pensions investments for me and my children and looked at overall financial position and moved isa to more appropriate one for my circumstances.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

March, 2016

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

Reached 55 , and made redundant.

How has Pete Cassar helped you?

I knew what product I wanted ,he did it for the best price.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Be realistic, with your costs.

Review from verified client

March, 2016

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

I was unhappy with my pension provider and Peter helped me find a much better provider.

How has Pete Cassar helped you?

As above.

Have you seen the outcome you were hoping for?

Well a long term investment so not yet, but its looking promising.

What could they have done better?

I was a bit gobsmacked by the cost but hey if you want professional help you have to pay the price

Review from verified client

March, 2016

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

To do better with my pensions.

How has Pete Cassar helped you?

He advised me to have my pensions moved to another company and they are working better now for me.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing he was brilliant

First impression from a user who is not yet a client

March, 2016

Please provide a brief comment about your experience with Pete

Very friendly and knowledgeable.

First impression from a user who is not yet a client

January, 2016

Please provide a brief comment about your experience with Pete

Friendly ,down to earth, puts you at ease straight away. Told us all we needed to know in an easy to understand way, no pressure to try & sell anything.

First impression from a user who is not yet a client

February, 2015

Please provide a brief comment about your experience with Pete

Pete is very friendly and professional but we are in the early stages of organising our retirement and so far everything is going to plan. We would have no hesitation in recommending him.

First impression from a user who is not yet a client

January, 2015

Please provide a brief comment about your experience with Pete

Still to see two others recommended by Vouchedfor.

First impression from a user who is not yet a client

December, 2014

Please provide a brief comment about your experience with Pete

He answered all my questions in a straightforward way

First impression from a user who is not yet a client

November, 2014

Please provide a brief comment about your experience with Pete

Responded to my query promptly and professionally. Very helpful and offered excellent advice.

Review from verified client

October, 2014

How has Pete Cassar helped you?

Pete has been visiting me (and my husband when he was alive) for something like 10 years now. I have always been glad of his advice and am confident it is correct for me and suits my situation. I look forward to his visits and our annual reviews (he enjoys a nice strong coffee whilst we are having our discussiins)! Whatever suggestions he makes and I agree to, the transaction is done immediately.

What could they have done better?

Can;t think of any way Pete could improve his advice and guidance.

Review from verified client

October, 2014

How has Pete Cassar helped you?

I run a successful company and turned to Pete for our pensions auto enrolment. This was completed on time and in budget. As a result he now manages my SIPP.. He explained pensions in a simple way to staff and. We meet twice a year or as required to do my review.

Review from verified client

October, 2014

How has Pete Cassar helped you?

Communicates well. And generally makes the right decisions on my behalf with the appropriate level of advice.

Review from verified client

October, 2014

How has Pete Cassar helped you?

I have been with Pete for over 7 years now and he has always been friendly but professional . He gives me the best advice for my situation and needs, giving me all my options without pushing me in a particular direction.

What could they have done better?

I've always found everything that Pete does to my satisfaction.

Review from verified client

October, 2014

How has Pete Cassar helped you?

In our situation we were finding it very difficult to get help and information from our pension provider.After our first meeting with Pete ,within about 2 weeks he had aquired all the information we had requested,then discused all options avalible to us ,explaining anything we were unsure of. He also gave us clear and straight forward advice on investments for our savings. Pete keeps us up to date anually with our pensions and investments.

Review from verified client

October, 2014

How has Pete Cassar helped you?

Great approach, professional and personal. Listens to wants and needs. Fast response to any queries.

What could they have done better?

Nothing, extremely happy - and would say if I wasn't!

Review from verified client

October, 2014

How has Pete Cassar helped you?

Peter is a friendly, kind, attentive and efficient financial adviser that has given me sound advice since I have first taken his advice and set up a portfolio. I would not have been able to do any of these things without his help. He has always taken the time to explain any current changes and has given advice of any changes needed to my portfolio.

What could they have done better?

I first met Peter, when he was a financial adviser for the Derbyshire Building Society where he set up an account there for me. He left there soon after and telephoned me at home, from time to time, asking me if I would consider moving my portfolio. Eventually, I realised that this would be the best for me and I agreed, but at the time, I did not appreciate it.

Review from verified client

October, 2014

How has Pete Cassar helped you?

Pete always turns up very smartly dressed and with a smile on his face. He is very professional and explains everything in plain english so i understand whats happening with my money. He is down to earth also has a wicked sense of humour. I trust him completely and I have already recommended Pete to all my friends.

What could they have done better?

You can't improve on perfection! I hope you don't see this Pete, it might make your head swell!!

Review from verified client

October, 2014

How has Pete Cassar helped you?

Pete was recommended by a work colleague and lived up to the hype! He puts everything in easy to understand english and explains anything you dont understand. There is no pressure and our meetings took place in the comfort of our home. He has great knowledge over a wide range of financial matters. We have passed his details on to family and friends and we have not heard a bad word said against him

What could they have done better?

Nothing

Review from verified client

October, 2014

How has Pete Cassar helped you?

Things are explained in simple terms . Gives you options ... its my money after all!

Review from verified client

October, 2014

How has Pete Cassar helped you?

Pete listened to my pension requirements and helped me make an informed choice with my best interests at heart. He was friendly and very professional and l felt confident he would deal with my requirements as requested. I have been extremely happy with all Pete has achieved for me and have no hesitation in recommending his services to anyone in need of financial help.

What could they have done better?

Feel that Pete fulfilled all our expectations.

Review from verified client

October, 2014

How has Pete Cassar helped you?

Ive know Pete Cassar a number of years now and have always found him to be a polite and respectful person. His straight forward approach to helping me with my finances has been second to none. He explains everything in detail and is always happy to go over anything that ive not understood. I feel very confident that Pete is always striving to get the best deal for my money and explains this to me when we have our annual meeting. Although ive never had to get in contact with him about my investments I know that I can contact him at any time. I'm very pleased with the service he has provided and would recommend him to any friends should they need financial help.

What could they have done better?

I can honestly say that I haven't any suggestions that Pete could do better.

Review from verified client

October, 2014

How has Pete Cassar helped you?

Listens to what is required, and explains the options in detail.

What could they have done better?

Nothing.

Review from verified client

October, 2014

How has Pete Cassar helped you?

I have been advised by Pete for 7 years and have found him to be very professional and helpful. He is very easy to talk to and explains everything very clearly. We have regular reviews and any queries are answered speedily and efficiently.

Review from verified client

October, 2014

How has Pete Cassar helped you?

Pete has looked after both myself and my wifes pension and investments.His advice has been first class.He is not at all pushy and is very knowledgeable.Would recommend him .