Peter Ellis

This review is a follow-up review from a client who left a review previously.

How has Peter Ellis helped you since your last review?

Peter has finally managed to sort out the Pension transfer for my wife.

This review is a follow-up review from a client who left a review previously.

How has Peter Ellis helped you since your last review?

He’s kept in touch and made sure we were still happy.

Please provide a brief comment about your experience with Peter

Peter has been excellent. He is deeply knowledgeable, goes above and beyond, and provides warm and understanding feedback. I highly recommend him for his professionalism, approachability, and empathy.

This review is a follow-up review from a client who left a review previously.

How has Peter Ellis helped you since your last review?

Got income sorted and also sorted reinvestment if some of mums money

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

Peter was the advisor to my parents for many years covering pensions and investments.

How has Peter Ellis helped you?

Upon the death of my father and the hospitalisation and subsequent death of my mother Peter helped and advised us. I had legal power of attorney and Peter was always at the end of the phone to help including drawing down payments to pay for mums care home to arranging the payouts of funds on the death of each parent. He made each process as easy as possible.

Have you seen the outcome you were hoping for?

Yes everything went very smoothly

What could they have done better?

I don’t think anything could have gone better