Christopher's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 18 )
Retirement income (annuities, drawdown) ( 10 )
Investments and Savings ( 12 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 5 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 16 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 4 )
£100k - £200k ( 2 )
( 1 )
Review
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were looking to retire early and wanted to consolidate our investments and undertake financial modelling
How has Christopher Peters helped you?
Chris has provided peace of mind enabling us to now retire early. He has taken the time to get to know and understand us, helping us to develop and adapt our strategy. We have an open and transparent relationship with him which builds trust. He is personable and tailors solutions to our needs.
Have you seen the outcome you were hoping for?
Yes we have retired early, and the financial modelling exercises and guidance has built our confidence that we are doing the right thing.
What could they have done better?
He is a great advisor but is dependent on a back of house team who sometimes appear under-resourced and therefore not always as quick and accurate as they could be. However Chris has always done his best to expedite our case when needed.
Review
by a verified client in Hampshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To get advice on my pension pot
How has Christopher Peters helped you?
Chris has given me first class advice on the best way to invest my pension pot to provide me with an income.
Have you seen the outcome you were hoping for?
Yes I am very pleased with the advice I have received and the outcome it has achieved.
What could they have done better?
I am happy with all the advice and feel that all my expectations have been met.
Review
by a verified client in West Sussex
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To oversee pension pot to enable my wife and I to enjoy a comfortable retirement.
How has Christopher Peters helped you?
Chris has helped to achieve this
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in London
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were look for advice on planning for our estate to be passed to our children,
How has Christopher Peters helped you?
Chris took the time to understand our goals, provided clear explanations of approaches and a thoughtful, well-structured follow up note. Chris' approachable nature and attention to detail was first class. Following our interactions we now have a much clearer understanding of the relevant aspects to our estate planning and a path forward. I would not hesitate to approach Chris for future financial advice as and when needed.
Have you seen the outcome you were hoping for?
Yes, Chris was incredibly professional and we now feel we have a clear handle on our planning and how to move things forward. Thank you!
What could they have done better?
Everything was great, exceptional service is hard to improve.
Review
by a verified client in West Yorkshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wasn’t clear on what retirement would look like
How has Christopher Peters helped you?
He has helped us plan for the future and give us clarity on what retirement will look like
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not sure as my first experience but Chris has been really helpful