Christopher Peters

Please provide a brief comment about your experience with Christopher

Chris is a pro and knows his subject. He is very knowledge on tax implication, inheritance tax and the best action one should take to safeguard their assets. I will highly recommend Chris.

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

We are looking for guidance in respect to our personal / household finance, especially in respect to future planning, investment advice and pension advice.

How has Christopher Peters helped you?

Chris and his team have scrutinse our finance and helped us understand the shortfall of our investment and how we manage our savings. He also looked at our current investments and advised on the level of return we are getting. He provided us with a detailed report in respect to each section of our finance / investment, and provided advice as their allocations to improve the growth.

Have you seen the outcome you were hoping for?

We will be taking on the advice and the management of our accounts in line with the report provided by Chris. I expect our investment outcome of our investments to have an improved growth going forward.

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

Coming up to retirement I required financial advice regards a number of pension related options

How has Christopher Peters helped you?

Chris has provided advice, guidance and assistance across a number of financial related matters.

Have you seen the outcome you were hoping for?

Yes

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

I was getting close to retirement and I had a number of different pension funds with different providers, which I had collected over many years. I was unsure how to maximise the total investment, and also I wanted to consolidate my pensions into one easily managed pension with the drawdown flexibility to meet my needs.

How has Christopher Peters helped you?

Chris has worked with me and found a pension to meet my needs without either being overly technical or being pushy.

Have you seen the outcome you were hoping for?

Yes, I can see the full value of my fund in one place, which is a leading provider. I have seen double digit growth over the last 12 months.

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

I needed security that my money was being invested wisely.

How has Christopher Peters helped you?

Peace of mind

Have you seen the outcome you were hoping for?

It is ongoing but he says I can gift more to my family.

What could they have done better?

I don't like being asked to complete forms analysing my income and expenditure but he is willing to do this for me if I send bank and credit card statements.