Pete Herdman

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

Advice on pension and its long term growth

How has Pete Herdman helped you?

Excellant advise and continued support in the growth of the pension

Have you seen the outcome you were hoping for?

Yes

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

Looking for expert pension and retirement planning advice and management

How has Pete Herdman helped you?

Pete has provided excellent advice and has set up pension funds and a share ISA for my wife and I. He continues to assist with our future retirement plans.

Have you seen the outcome you were hoping for?

Yes

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

ongoing tax planning

How has Pete Herdman helped you?

no pressure advise into tax efficient saving routes

Have you seen the outcome you were hoping for?

positive signs

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

pension provider

How has Pete Herdman helped you?

Pete has been reliable & knowledgeable

Have you seen the outcome you were hoping for?

yes

What could they have done better?

hard to know how, charges could be lower

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

Many years ago Pete’s predecessor advised about Pensions

How has Pete Herdman helped you?

Regular contact about my Sipp, information and advice about my affairs generally

Have you seen the outcome you were hoping for?

Very satisfied with general management of Sipp. My hoped for avoidance of potential inheritance tax has not been achieved but that is not Pete’s fault, that is a result of government policy.

What could they have done better?

Nothing that I am aware of