Peter Dart

Review from verified client

April, 2024

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

Required financial advice

How has Peter Dart helped you?

Helped with financial advice I was not aware of

Have you seen the outcome you were hoping for?

Yes, with better incomes than would be provided with ‘High Street’ sources

Review from verified client

March, 2024

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

Pension fund management and advise

How has Peter Dart helped you?

He has put my pension fund with a good provider and monitors it’s performance and makes any changes that he considers will improve performance and reduce costs.

Have you seen the outcome you were hoping for?

Yes, pleased with the outcome over the past few years

What could they have done better?

I’m happy with the service I receive

Peter's reply

Great to catch up the other day. Thank you for taking the time to leave a review, it is much appreciated. Pete

Review from verified client

February, 2024

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

I need to ensure I have a decent pension income and able to retire at a decent age.

How has Peter Dart helped you?

Pete has spent the time explaining levels of investment needed that will (being cautious on returns) mean that I can retire with a comfortable retirement income.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I have no complaints and feel that my best interests have been considered in advice received.

Repeat review from verified client

December, 2023

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

How has Peter Dart helped you since your last review?

Provides updates, regular market info, and he’s always contactable if I have questions.

First impression from a user who is not yet a client

December, 2023

Please provide a brief comment about your experience with Peter

Peter explained how he works and his fee structure very clearly. I felt very comfortable answering his questions and feel confident he will be able to help me with my financial planning needs.

Review from verified client

December, 2023

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

Needed advice on to top up pension draw down or make further ISA investments

How has Peter Dart helped you?

He has helped me to make my investment in the most tax efficient way.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

November, 2023

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

Retirement investment advice.

How has Peter Dart helped you?

By talking us the through the various options open to us, i.e. annuities, drawdown etc. These discussions and language used were always in a clear and easy to understand manner.

Have you seen the outcome you were hoping for?

As well as could be expected.

What could they have done better?

Like most people with investments we would have hoped for a better return, but given the volatile state of the markets due to world events we are reasonably satisfied at present but remain hopeful for an upturn and increased growth going forward.

Review from verified client

November, 2023

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

Trying to plan for the future and needed general advice.

How has Peter Dart helped you?

Peter has given sound advice that has always been sensible and straightforward.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing within the control of any individual financial advisors.

Review from verified client

November, 2023

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

I received unsuitable advice from a previous advisor.

How has Peter Dart helped you?

He obtained compensation from the Financial Ombudsman and advised me regarding many aspects of financial planning.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Repeat review from verified client

November, 2023

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

How has Peter Dart helped you since your last review?

Peter has helped me to feel assured that my retirement is in hand and will be comfortable.

Review from verified client

August, 2023

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

Needed to review pension & future savings options

How has Peter Dart helped you?

Peter has helped with the process & understanding of my options - very clear

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing - did all I asked

Review from verified client

August, 2023

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

Nearing retirement but already used Pete so have continued to have a yearly review with him

How has Peter Dart helped you?

Showing us a forecast on how pensions investments etc will affect us nearer retirement

Have you seen the outcome you were hoping for?

Due to the recent financial uncertainties with investments the outcomes currently are not looking as good as they were, but Pete has looked to moving some of the investments to earn a better return so I am happy with this

What could they have done better?

Nothing

Review from verified client

February, 2023

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

Exploring early retirement

How has Peter Dart helped you?

He has helped us to enjoy a comfortable early retirement.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing up to now

Review from verified client

January, 2023

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

Needed advice after my divorce.

How has Peter Dart helped you?

Peter has helped by giving advice and putting my mind at rest after the rough financial times we’ve all had.

Have you seen the outcome you were hoping for?

At this moment yes

What could they have done better?

Nothing unless he had a crystal ball !!!

Review from verified client

December, 2022

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

To help with long-term financial goals and security.

How has Peter Dart helped you?

Very helpful and friendly. He made things clear to me at all stages of investing and sends helpful and meaningful regular updates. He is helping me achieve my financial goals.

Have you seen the outcome you were hoping for?

Absolutely!

What could they have done better?

No faults as far as I’m concerned.

Review from verified client

December, 2022

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

Security for the futue

How has Peter Dart helped you?

Savings & investments, planning for future

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2022

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

My old financial advisor retired

How has Peter Dart helped you?

He has helped me on my journey towards financial freedom and my aspirations of a timely retirement.

Have you seen the outcome you were hoping for?

I can see the light.

Review from verified client

November, 2022

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

Peter helped me to obtain compensation for previous bad advice.

How has Peter Dart helped you?

He has recovered a considerable amount of money and has helped with advice and inheritance planning.

Have you seen the outcome you were hoping for?

Yes. I know I can always trust Peter to give sensible financial advice.

What could they have done better?

Nothing.

Review from verified client

August, 2022

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

I first looked for advice when my company opened a pension for me.

How has Peter Dart helped you?

Having lost a lot of money in a pension collapse in the 90's I was suspicious of pension funds, but Peter has been calm, clear, transparent and offered me great advise for over a decade.

Have you seen the outcome you were hoping for?

Yes, my fund have all performed healthily and as expected/advised

What could they have done better?

I have no complaints

Review from verified client

August, 2022

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

We initially contacted a Financial Advisor to keep an eye on our pension investments but have since also invested in stocks and shares ISAs

How has Peter Dart helped you?

Peter has been excellent at keeping us informed of our investments giving us regular reviews and advising us appropriately for our level of comfortable risk

Have you seen the outcome you were hoping for?

So far

Review from verified client

July, 2022

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

Wanted to set up a personal pension fund.

How has Peter Dart helped you?

Provided advice on the providers and funds to invest in, based on own risk profile.

Have you seen the outcome you were hoping for?

Steady gains but this is a long term investment.

Review from verified client

July, 2022

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

Peter was recommended to me when I wanted to look at transferring my pension to another provider.

How has Peter Dart helped you?

Peter gave me great advice, clear & understandable. He provided all the information I needed to make an informed decision.

Have you seen the outcome you were hoping for?

Yes, my pension is now under my control & we have regular reviews to ensure my long term plans are on track.

What could they have done better?

Nothing - as said Peter was recommended & he provided clear advice on what I needed.

Review from verified client

July, 2022

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

I have had a financial adviser for over 30 years so have always continued

How has Peter Dart helped you?

Pete has kept us up to date with our investments and we feel that he always has our best interests when investing

Have you seen the outcome you were hoping for?

My long term investments have provided a good base but obviously dependant on outside factors

What could they have done better?

nothing

Review from verified client

July, 2022

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

Saving for the future. Adviser has better and more up to date information that I can get easily.

How has Peter Dart helped you?

Plan for the future

Have you seen the outcome you were hoping for?

So far.

What could they have done better?

Nothing at present.

Review from verified client

July, 2022

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

I wanted to invest for my future, with both existing savings and regular contributions, and I needed expertise to help me plan and select stocks and shares.

How has Peter Dart helped you?

Peter has helped me make the most of tax free savings and pension contributions. He has been my financial adviser for several years now. He is extremely knowledgeable and his efficiency and admin is second to none - all of which is very reassuring. I trust him implicitly. Nothing is ever too much trouble and I know I can always ring him for friendly, caring advice. He has helped me build an excellent pension and investment portfolio, always recommending diversification in funds and contributions in order to ride the ups and downs of the stock market. I have recommended him to several other people all of whom are delighted with his company too.

Have you seen the outcome you were hoping for?

I have seen far better returns than I would have seen if I had simply invested in building societies and banks or cash Isa’s. I have now retired and Peter’s expertise has meant I have a decent monthly income and can enjoy a comfortable retirement.

What could they have done better?

Nothing!