Peter's reviews

Reviewed for

Insurance and Protection ( 3 )

Mortgages ( 1 )

Pensions ( 29 )

Retirement income (annuities, drawdown) ( 15 )

Investments and Savings ( 33 )

Pension Transfers - Non Specialist ( 4 )

Inheritance Planning ( 2 )

Long Term Care ( 2 )

Pension Transfers - Specialist ( 2 )

Financial Planning ( 13 )

Financial Mentoring ( 3 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 7 )

£100k - £200k ( 6 )

£50k - 100k ( 8 )

Up to £50k ( 10 )

Review

by a verified client in Wiltshire

a month ago

Overall

Advice

Service

Value

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

Can’t remember

How has Peter Farrant helped you?

Peter has advised us wisely and is honest and hard working

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not sure

Review

by a verified client in Surrey

2 months ago

Overall

Advice

Service

Value

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

I had savings that required looking after

How has Peter Farrant helped you?

He's helped by determining levels of risk suitable for me and overseeing new investments

Have you seen the outcome you were hoping for?

Very largely

Review

by a verified client in Surrey

4 months ago

Overall

Service

Value

Advice

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

To make provision for my son

How has Peter Farrant helped you?

to make plans for long term savings

Have you seen the outcome you were hoping for?

its been fine

Review

by a verified client in Surrey

4 months ago

Overall

Advice

Service

Value

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

Needed a pension recommendation from my husband

How has Peter Farrant helped you?

Given me advice with money

Have you seen the outcome you were hoping for?

Leave that to my husband

Review

by a verified client in Surrey

4 months ago

Overall

Advice

Service

Value

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

Transferring savings

How has Peter Farrant helped you?

General advice - changing circumstances as I get older and more risk averse

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Can’t answer this bet zi am happy with the outcomes