Reviewed for
Insurance and Protection ( 1 )
Pensions ( 1 )
Retirement income (annuities, drawdown) ( 1 )
Investments and Savings ( 2 )
Reviewers' assets
Up to £50k ( 2 )
Client reviews
First impression from a user who is not yet a client
December, 2014
Overall
Please provide a brief comment about your experience with Peter
Extremely expert and helpful.
Review from verified client
November, 2013
Overall
Advice
Service
Value
Based in West Sussex
How has Peter Herdman helped you?
Pete provided sound advice in relation to our protection needs including giving us various different options to think about and writing the plan under a trust. I would thoroughly recommend him and will use him in the future for any other financial needs.
Review from verified client
October, 2013
Overall
Advice
Service
Value
Based in East Sussex
How has Peter Herdman helped you?
Pete's professionalism and expertise is highly recommended. Pete has a wealth of experience within financial services and has recently provided me with sound advice in relation to pensions. Thanks Pete!