Pete Herdman

Shackleton Advisers Limited

Pete's reviews

Reviewed for

Insurance and Protection ( 6 )

Pensions ( 30 )

Retirement income (annuities, drawdown) ( 13 )

Investments and Savings ( 34 )

Pension Transfers - Non Specialist ( 8 )

Inheritance Planning ( 14 )

Long Term Care ( 5 )

Pension Transfers - Specialist ( 1 )

Financial Planning ( 22 )

Financial Mentoring ( 2 )

Reviewers' assets

£500k+ ( 14 )

£200k - £500k ( 8 )

£100k - £200k ( 1 )

Up to £50k ( 2 )

( 1 )

Review

by a verified client in Sussex

2 days ago

Overall

Advice

Service

Value

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

Had a sum of money that I was looking to invest.

How has Pete Herdman helped you?

Clear communication, tips and advice.

Have you seen the outcome you were hoping for?

Yes and more

Pete:

Thank you for the kind review, much appreciated. It has been a pleasure helping you and I hope I can continue to do so.

Review

by a verified client in Sussex

13 days ago

Overall

Advice

Service

Value

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

Being widowed.

How has Pete Herdman helped you?

Pete is my daughter and son-in -laws advisor, knowing they trust him was good enough for me.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

All good for me.

Pete:

Thanks for the review much appreciated, and nice to see you recently

Review

by a verified client in West Sussex

13 days ago

Overall

Advice

Service

Value

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

Had an investment to make

How has Pete Herdman helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

Pete:

Thanks for the review much appreciated and nice to catch up recently

Review

by a verified client in East Sussex

2 months ago

Overall

Advice

Service

Value

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

Relationship continued after my husband died 10 years ago

How has Pete Herdman helped you?

He has always given sensible advice and been willing to communicate with my son about all financial matters

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/a

Pete:

Thank you for the review, much appreciated! I look forward to seeing you soon.

Review

by a verified client in Bridgend

2 months ago

Overall

Advice

Service

Value

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

Pension

How has Pete Herdman helped you?

Advice on pensions and savings

Have you seen the outcome you were hoping for?

So far, yes

What could they have done better?

Nothing

Pete:

Thanks for the kind review, much appreciated! I look forward to continue giving you advice going forward.