Peter Emery

Please provide a brief comment about your experience with Peter

Petter was most helpful. He listened attentively & quickly grasped the complexities of my personal situation. I have some basic personal decisions to make. Following that I intend to contact him again An excellent experience which gave me some clarity & encouragement with regard to my way forward

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

About 25 years ago I had a windfall pension sum from a previous employment which needed further investing .

How has Peter Emery helped you?

Guidance over the years with this investment plus additional investments from pension funds and ISA investments for both myself and my wife ..

Have you seen the outcome you were hoping for?

Yes .

What could they have done better?

Nothing .I was always kept informed and had bi-annual meetings.

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

Peter was recommended to me by my sister who had been a client of Peter beforehand. At the time I had a substantial amount of money inherited from our mother to invest.

How has Peter Emery helped you?

Over the last 15 or so years Peter has helped me to make a good tax-free return on the investment ISA he set up for me.

Have you seen the outcome you were hoping for?

It is as good as could be expected over a lengthy period of a sometimes volatile financial climate.

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

To sort out my pension

How has Peter Emery helped you?

Investment advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Peter was our works pension adviser

How has Peter Emery helped you?

Sensible plain advice with regards company pension

Have you seen the outcome you were hoping for?

Yes we have up to date

What could they have done better?

Nothing