Robert Peters

Robert Peters

David Winter IFA

Robert's reviews

Reviewed for

Insurance and Protection ( 2 )

Pensions ( 11 )

Retirement income (annuities, drawdown) ( 6 )

Investments and Savings ( 5 )

Pension Transfers - Non Specialist ( 4 )

Pension Transfers - Specialist ( 1 )

Financial Planning ( 3 )

Financial Mentoring ( 1 )

Financial Coaching ( 1 )

Reviewers' assets

£200k - £500k ( 1 )

£50k - 100k ( 1 )

Up to £50k ( 4 )

Review

by a verified client in Hampshire

2 days ago

Overall

Advice

Service

Value

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

Already with company

How has Robert Peters helped you?

Annual report

Have you seen the outcome you were hoping for?

Yes

Review

by a verified client in Hampshire

9 days ago

Overall

Advice

Service

Value

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

I have been a client with David Winter for some time and Rob handled my annual revie

How has Robert Peters helped you?

As I am self employed Rob has advised me about insurance to protect my income if I was unable to work for some reason

Have you seen the outcome you were hoping for?

Within one working day of my meeting with Rob he has provided me with numerous quotes for the insurance mentioned above which i was extremely happy with

What could they have done better?

Nothing. I found my meeting with Rob was very productive and he provided an excellent service

First impression

by a VouchedFor user

11 days ago

Overall

Please provide a brief comment about your experience with Robert

Very helpful and useful conversation

Review

by a verified client in Hampshire

a month ago

Overall

Advice

Service

Value

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

Overhaul of existing pension plans

How has Robert Peters helped you?

By advising in products, Robert and the company have increased my pension value

Have you seen the outcome you were hoping for?

Yes

Review

by a verified client in Hampshire

a month ago

Overall

Advice

Service

Value

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

Annual review

How has Robert Peters helped you?

Very much so

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

-