Reviewed for

Insurance and Protection ( 7 )

Pensions ( 72 )

Equity Release ( 4 )

Retirement income (annuities, drawdown) ( 48 )

Auto Enrolment ( 1 )

Investments and Savings ( 77 )

Pension Transfers - Non Specialist ( 20 )

Inheritance Planning ( 19 )

Long Term Care ( 15 )

Pension Transfers - Specialist ( 18 )

Financial Planning ( 26 )

Financial Mentoring ( 13 )

Financial Coaching ( 2 )

Reviewers' assets

£500k+ ( 16 )

£200k - £500k ( 14 )

£100k - £200k ( 9 )

Up to £50k ( 5 )

£50k - 100k ( 12 )

Client reviews

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in West Sussex

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

Retirement planning

How has Andrew Peters helped you?

Helped with Pensions, Insurances and mortage advice

Have you seen the outcome you were hoping for?

Totally

What could they have done better?

Nothing

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Kent

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

Recieved Inheritance from Parent

How has Andrew Peters helped you?

Andrew talked through options enabling me to make confidant decisions re investments and savings on a long term basis.

Have you seen the outcome you were hoping for?

To early to say.

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Essex

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

Wanted proper advice how to invest our money

How has Andrew Peters helped you?

Tremendously All advice has been taken and proved great

Have you seen the outcome you were hoping for?

Very much so

What could they have done better?

Very little always at hand when wanted

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Kent

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

I met Andrew when his company bought Manners Horne & Co

How has Andrew Peters helped you?

He has advised me over the past 15 years

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing which comes to mind

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Surrey

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

I WAS HOLDING SOME PENSION FUNDS AND WAS UNSURE HOW TO MAKE THE BEST INCOME FROM THEM.

How has Andrew Peters helped you?

ANDREW EXPLAINED MY OPTIONS AND CHOISES AVAILABLE IN A VERY CLEAR MANNER.

Have you seen the outcome you were hoping for?

YES.

What could they have done better?

I HAVE BEEN VERY SATISFIED WITH THE SERVICE GIVEN.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Hampshire

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

I was looking for advice & guidance in setting up a private pension

How has Andrew Peters helped you?

Following an initail consultation meeting, Andy assessed the private pensions market and made a recommendation based on my financial goals & requirements

Have you seen the outcome you were hoping for?

Yes, absolutely

What could they have done better?

None - I was very satisified with the service Andy provided, and would recommend him to others

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Wiltshire

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

Not being in finance I needed advice to stay financially safe.

How has Andrew Peters helped you?

He has helped me stay financially safe.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing known.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Kent

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

Retirement

How has Andrew Peters helped you?

Advised how my income was progressing

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Oxfordshire

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

To help me for my retirement, and investments

How has Andrew Peters helped you?

Yes

Have you seen the outcome you were hoping for?

Yes help with my retirement investment

What could they have done better?

Got me a better return

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Kent

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

Retirement and the particular planning requirements it causes

How has Andrew Peters helped you?

By talking through and examining all possibilities and going through oros and cons of my own ideas and questions

Have you seen the outcome you were hoping for?

Yes, the advice has been sound and based on my particular situation

What could they have done better?

Nothing really

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Surrey

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

To advise on purchasing ISA’s.

How has Andrew Peters helped you?

Yes but only with withdrawals which were very efficiently executed.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in East Sussex

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

Pension consolidation

How has Andrew Peters helped you?

Solid advice throughout

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in London

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

Planning retirement

How has Andrew Peters helped you?

Made suggestions that have helped a d been very clear in explaining.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Middlesex

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

Investment and pension planning

How has Andrew Peters helped you?

Advice on pension planning

Have you seen the outcome you were hoping for?

Yes excellent advice provided

What could they have done better?

None

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Kent

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

Advice on my company pension

How has Andrew Peters helped you?

Advice and easy to talk to

Have you seen the outcome you were hoping for?

Yes

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Essex

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

Safety in investment and someone we could trust

How has Andrew Peters helped you?

Giving us peace of mind

Have you seen the outcome you were hoping for?

Very much so.

What could they have done better?

Very little so helpful

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Northamptonshire

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

Required specialist advice on certain investments I already owned. Also had queries on my pension fund which I have yet to draw down.

How has Andrew Peters helped you?

He confirmed my own thoughts that this was the best course to take at this time and explained that the transfers could be reversed in the future.

Have you seen the outcome you were hoping for?

I was disappointed to take a loss on stocks related ISA''s but could see the benefit of converting to cash investments at this time with guaranteed returns.

What could they have done better?

Possibly recommend this course of action sooner

First impression from a user who is not yet a client

June, 2023

Overall

Please provide a brief comment about your experience with Andrew

Andrew was very comprehensive but also laid out clear options for me. I found him incredibly helpful and knowledgeable.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Kent

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

Nearing the age of retirement, felt the need to seek good quality financial advice.

How has Andrew Peters helped you?

He has helped my wife and myself, with his professional advice.

Have you seen the outcome you were hoping for?

Yes, very pleased with the ongoing outcome of Andrew's sound advice.

What could they have done better?

There is nothing at this moment in time that I can think of, which could have been better.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Kent

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

Recommended by my previous IFA

How has Andrew Peters helped you?

Assisted in amalgamating pensions

Have you seen the outcome you were hoping for?

YES

What could they have done better?

Don't know

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Kent

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

i was retiring so advised by my family to get advice

How has Andrew Peters helped you?

advised on the best place for my money

Have you seen the outcome you were hoping for?

not yet tough times hope he hasent lost it all yet

What could they have done better?

i will find out in the future

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in West Sussex

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

Recommended by our previous advisor.

How has Andrew Peters helped you?

Helped us maintain confidence in our investments.

Have you seen the outcome you were hoping for?

Yes, so far so good!

What could they have done better?

-

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Wiltshire

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

In order to maintain a safe financial situation for life.

How has Andrew Peters helped you?

With sound advice and good action taken on all requests.

Have you seen the outcome you were hoping for?

Mostly, though the current financial situation of 2022 has influenced our income slightly downwards. Hopefully things will improve!

What could they have done better?

Nothing that I am aware of, all is well.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Durham

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

Earlier than planned retirement and needed our money to work well for us

How has Andrew Peters helped you?

Advised us to put pension pot into drawdown which has worked very well for us over the years

Have you seen the outcome you were hoping for?

Yes. Obviously at the moment with everything going on in the world it’s a bit flat like all stock markets but Andrew keeps us well informed and answers any queries we have.

What could they have done better?

Nothing really

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Middlesex

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

Pensions and long term investment

How has Andrew Peters helped you?

Gave excellent detailed professional advise

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Kent

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

Needing advice after retirement and returning to the UK

How has Andrew Peters helped you?

He has given full information and advice on all questions I have asked

Have you seen the outcome you were hoping for?

That will be up to the markets! But Andrew gave good advice.

What could they have done better?

Nothing really

First impression from a user who is not yet a client

May, 2022

Overall

Please provide a brief comment about your experience with Andrew

Have only had an initial meeting and found Andrew Informative and approachable

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Kent

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

I wanted to make the best of my pension options.

How has Andrew Peters helped you?

He helped to amalgamate several different pots and also to discuss my potential pension pot at the time of retirement

Have you seen the outcome you were hoping for?

So far, yes.

What could they have done better?

Nothing that I am aware of.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Kent

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

On retiring I was looking for somewhere safe to invest

How has Andrew Peters helped you?

He talked me through the various options and risks factors that came with each

Have you seen the outcome you were hoping for?

During these uncertain times I'm content that although my investment hasn't grown I am satisfied that I haven't incurred the losses some of my piers have with with their investments with other providers

What could they have done better?

I am happy with the service provided

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Northamptonshire

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

I had a pension plan with Equitable Life when they experienced financial difficulties.

How has Andrew Peters helped you?

He recovered my fund and transferred it to a SIPP.

Have you seen the outcome you were hoping for?

Yes, my fund appears to be well invested and continues to increase in value.

What could they have done better?

Satisfied with what has been done.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Hampshire

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

To increase my personal wealth for the future.

How has Andrew Peters helped you?

Andrew helped me with my long term planning in a tax efficient way.

Have you seen the outcome you were hoping for?

Andrew has helped me increase my personal wealth,his advice has been most helpful.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Hertfordshire

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

Retirement of previous adviser, and recommendation to Black Swan.

How has Andrew Peters helped you?

He recalibrated our portfolio and set up an inheritance trust starting 2 years ago.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I doubt it.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Wiltshire

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

semi-retirement

How has Andrew Peters helped you?

help with investment bonds

Have you seen the outcome you were hoping for?

not as yet - still considering

What could they have done better?

Nothing

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in East Sussex

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

have some money in the UK

How has Andrew Peters helped you?

came to my house

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nodid

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Devon

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

Divorce

How has Andrew Peters helped you?

Pension sharing

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Essex

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

Best place to put our money

How has Andrew Peters helped you?

Very good advice

Have you seen the outcome you were hoping for?

Considering the circumstances yes

What could they have done better?

Quite happy with what we have

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Surrey

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

My late husband sought advice, following a recommendation from friends, with regard to his pension.

How has Andrew Peters helped you?

Suggested how and where to invest monies concerned

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing as far as I know!

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Kent

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

Following the death of my husband 7 years ago.

How has Andrew Peters helped you?

He was helpful, approachable and thoroughly professional. His advice and explanations rang with clarity, and he followed all action plans swiftly and efficiently. Since then , his biennial visits have been consistently helpful.

Have you seen the outcome you were hoping for?

yes.

What could they have done better?

Nothing.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Kent

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

Going through a Divorce and needed advice on transferring and setting up a new Pension Fund.

How has Andrew Peters helped you?

Andrew explained the different options available to me and was very helpful in identifying which product would best suit my needs.

Have you seen the outcome you were hoping for?

Yes - I have the App on my phone and am able to check how my pension fund is doing - it has been a bit up and down over the last few years which is expected due to Covid times.

What could they have done better?

Nothing

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Kent

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

Transfer of pension funds

How has Andrew Peters helped you?

Advise on investment and ability to withdraw money from fund throughout retirement

Have you seen the outcome you were hoping for?

Yes although no need to have withdrawn from fund

What could they have done better?

Nothing

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in East Sussex

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

My pension had come to its full term, so rather than draw from it I decided to reinvest and had it transferred.

How has Andrew Peters helped you?

Andrew gave me some good advice on how best to reinvest my complete pension pot. Some facts that I was completely unaware of. Good all round service.

Have you seen the outcome you were hoping for?

I have not been monitoring any of its achievements as yet, but I’m guessing it’s too early at the moment as it’s only been reinvested for approximately eight months.

What could they have done better?

Too early to comment as yet.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Surrey

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

Just needed advice

How has Andrew Peters helped you?

Very good advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Kent

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

Retirement

How has Andrew Peters helped you?

Keeping me advised of current developments and helping me when I needed additional finace

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Kent

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

Retirment and redundacy

How has Andrew Peters helped you?

consolidated all my life insurances into one pot

Have you seen the outcome you were hoping for?

In the lond term yes

What could they have done better?

The service proided was exellent

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Hampshire

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

Cosoldate various pensions and savings

How has Andrew Peters helped you?

Good advice and guidance

Have you seen the outcome you were hoping for?

Yes, at least as good as I could have hoped for. Especially in these difficult times.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in West Yorkshire

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

Someone who was independent and could give advice across the breadth of my financial needs

How has Andrew Peters helped you?

Review and re-planning of pension and retirement provision

Have you seen the outcome you were hoping for?

Put me at ease with my retirement planning

What could they have done better?

Maybe kept me informed of the progress more but overall I'm happy with the service I've received

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Kent

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

Happy with advice

How has Andrew Peters helped you?

Good advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not much

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Durham

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

Retirement

How has Andrew Peters helped you?

Put all options open to us in an easy, knowledgeable,understandable way which helped us to decide on drawdown annuity.

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Nothing

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Kent

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

I was in the position to invest a lump sum of money and wanted to do the best for it and for my future. I also wished to transfer a personal pension to make it more manageable and inline with my interests.

How has Andrew Peters helped you?

Andrew offered me some amazing advice on a variety of financial questions i had, not just the investment i was planning. His advice is given in a way you can understand easily and he is very happy to answer any questions no matter how silly they may be.

Have you seen the outcome you were hoping for?

Over the short period of time i have been a client of Andrew’s, i have seen the outcome i was expecting.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Norfolk

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

to save for a pension and to invest money from selling my partnership

How has Andrew Peters helped you?

was refered to him by my previous adviser on his retirement

Have you seen the outcome you were hoping for?

yes

What could they have done better?

If I knew I would have enquired about it

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in East Sussex

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

Necessary to seek and control my persona pension

How has Andrew Peters helped you?

Good sound pension advice

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Essex

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

Had to exit my occupational pension and invest into a plan which allowed flexible drawdowns

How has Andrew Peters helped you?

Assessed my risk appetite and lifestyle to identify a pension scheme which allowed seamless access to my pot

Have you seen the outcome you were hoping for?

Just had my first annual review and the returns far exceeded my expectations. I have recommended him to my friends approaching retirement

What could they have done better?

As a new customer, despite the fact that investments exceeded benchmark, a quick mid-year review would have been useful

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Surrey

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

We have always been lucky enough to have one !

How has Andrew Peters helped you?

Andy took over from Tim Hendy to look after us , and he explains everything easily, which is great

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

— —

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

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

I had money to invest

How has Andrew Peters helped you?

Giving advice

Have you seen the outcome you were hoping for?

As far as the present financial situation allows

What could they have done better?

Nothing I can think of

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Hampshire

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

I was introduced to Andrew Peters following the retirement of my long-term financial adviser Martin Appel

How has Andrew Peters helped you?

Andrew expertly guided me through the process of consolidating my pension funds into one pension supplier MetLife

Have you seen the outcome you were hoping for?

Yes, my pension has increased in value from day one

What could they have done better?

I can't think of anything that wasn't covered.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

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

Pensions

How has Andrew Peters helped you?

Investment and combining my pensions together with advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

A bit more communication

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Essex

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

Needed a Pension when I became self employed

How has Andrew Peters helped you?

Andrew gave me a lot of advice and options in terms of starting a pension scheme.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing in my view

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

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

In Dover my advisor was using Andy with other clients. She also mentioned that maybe her retirement was imminent. Hence the introduction to Andy.

How has Andrew Peters helped you?

Amalgamated all my different pensions in to one large pot with Royal London. Removed tax free element and left the balance to hopefully grow.

Have you seen the outcome you were hoping for?

On Andy’s recommendation leave the pot to work. Subsequently terminal cancer I am currently living with. On my demise my good lady will be left a tax free amount.

What could they have done better?

Not sure there were better options unless a higher rate of interest or a better comparison company comes along and hopefully Andy would let me know.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Oxfordshire

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

I have had a financial advisor from when I was in my early 30s, and had my own business

How has Andrew Peters helped you?

When I retired he helped with my annuity, and since then with my other investments

Have you seen the outcome you were hoping for?

Yes within reason

What could they have done better?

Over the last two or three years, the outcome has been better

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Oxfordshire

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

I had had a private,independant advisor for a long time .When he retired Black Swan ( in the shape of A. P.) took over.

How has Andrew Peters helped you?

General help and advice especially when I closed down the accounts.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I have no idea.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Wiltshire

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

Having funds from a house sale and inheritance

How has Andrew Peters helped you?

He has invested the funds in a socially acceptable way with caution to suit me

Have you seen the outcome you were hoping for?

Yes - to date things are going well

What could they have done better?

Nothing I am aware of

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

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

Retirment

How has Andrew Peters helped you?

Consolidated my penstions into 1 pot

Have you seen the outcome you were hoping for?

in the long run yes I will and seen some tax advantages

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

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

At retirement, and I needed help with drawing my pension.

How has Andrew Peters helped you?

Transfer to a flexible pension with good performance and competitive charges.

Have you seen the outcome you were hoping for?

Absolutely!

What could they have done better?

Nothing. I am more than happy with the advice and service received.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

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

Relocation of savings

How has Andrew Peters helped you?

Advising and testing my risk threshold

Have you seen the outcome you were hoping for?

Yes very good growth

What could they have done better?

They did do better by giving us a weekly newsletter

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

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

It was a long time ago

How has Andrew Peters helped you?

Looks after our sipp investments

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Devon

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

Divorce

How has Andrew Peters helped you?

Pension Sharing and transfer

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

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

We had a considerable amount of money to invest

How has Andrew Peters helped you?

Andrew spent a long time assessing how we wanted to invest our money and explaining very carefully what the outcome would be with various types of investment. He understood what stage we are in life and how we might need to access our money for various situations that could possibly arise.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

As far as we can tell he has done his best for us

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Wiltshire

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

Everyone needs a Financial Adviser and they need an Independent one ! Having taken a back seat in the business I needed someone who was well up to the mark and ahead of the game.

How has Andrew Peters helped you?

I know Andy Professionally and Privately - and find it very easy to talk with him on matters of Investments and Pensions which are his speciality

Have you seen the outcome you were hoping for?

Yes -

What could they have done better?

Nothing -

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in East Sussex

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

To have an experienced advisor look after my pension needs

How has Andrew Peters helped you?

Andrew has always been available to help with solid, practical advice and guidance. I particularly like how he has 'walked me through' the more technical aspects of pension planning in a straightforward and pragmatic way.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in Oxfordshire

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

I have had a financial advisor for many years, got transferred from previous advisor

How has Andrew Peters helped you?

many investments and income and pension when retired

Have you seen the outcome you were hoping for?

Yes as best as I could hope for

What could they have done better?

I don’t think so but you can always do better

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in Durham

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

Retirement income after my husband had a stroke and had to retire.

How has Andrew Peters helped you?

He explained the different options that would be best for us very thoroughly and didn’t rush us into making a decision. He always answers any questions I ask and is always so helpful.

Have you seen the outcome you were hoping for?

Yes for over 7 years now we have been happy with investment in a drawdown pension.

What could they have done better?

Nothing

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Kent

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

I was lucky to be gifted some money from my parents which i wanted to 'put away' for the future. Andrew gave me excellent advice on the different options available to me for the kind of return i wanted to see.

How has Andrew Peters helped you?

Andrew gave me very thorough advice and answers to questions i had about the different options available to me and the kind of products or services that suited my needs.

Have you seen the outcome you were hoping for?

I am in the early stages of my investments but the outcome and service i have received to date have been excellent.

What could they have done better?

During the recent pandemic the services available have been limited but very good for the current circumstances we are all in.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Somerset

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

We as a family have been with Andy for many years, since he took over from Tony Klein as my parents financial advisor and he has seen my parents have a steady and protected income since retirement and through all the investments they have made.

How has Andrew Peters helped you?

Andy has recently started to invest for me in and ISA and shared bond with my mother, to help us have a regular income going forward when we moved home last year and during the slow worsening of my fathers health.

Have you seen the outcome you were hoping for?

Some investments are new so therefore the outcome is still a work in progress but other investments have been paying out steadily for years

What could they have done better?

Nothing

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Wiltshire

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

Inherited capital

How has Andrew Peters helped you?

Reassuring and calm advice. He researched socially responsible funds for me to invest in. Very prompt response to any queries.

Have you seen the outcome you were hoping for?

Yes, even in these difficult times, investments perform steadily.

What could they have done better?

Everything was done as well as could be expected.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Kent

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

20 plus years successfully with Tracy Case @ Dover financial services. She suggested pooling my pensions introduced me to Black Swan hence Andrew Peters.

How has Andrew Peters helped you?

He helped me understand the complexities of investing and suggested Royal London. Still there with regular chats with Andrew

Have you seen the outcome you were hoping for?

The ups and downs always worrying depending on stock market. Asked to pull out and advised to hang in there my tax would be horrific for a small investor.

What could they have done better?

Not charged a huge annual fee. Possibly put my small pension else where at no charge. But generally well pleased with advice.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Carmarthenshire

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

Gained an inheritance

How has Andrew Peters helped you?

Provided me with expert advice on where to put my money

Have you seen the outcome you were hoping for?

Covid 19 has slowed things significantly, so we decided to move a section, and now it's climbed back up.

What could they have done better?

Would like the possibility of a financial review more often perhaps

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Kent

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

I had several different pensions accumulated over they years and I sought advice as to whether to accumulate them into one. Also I wanted an estimation as to what my pension value would be worth on my predicted retirement date.

How has Andrew Peters helped you?

He reviewed all my plans and talked through various options for my future retirement.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I cannot think if anything I was unhappy with.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in London

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

I took early retirement three years ago and now wanted to access my company pension plan.

How has Andrew Peters helped you?

I have a career background within financial services and was pretty clued up on what is expected from a good financial advisor. I meetings with a short list of three advisors and selected Andrew. He was patient with my numerous. I was very happy with his recommendation. He kept me update each step of the process. He was attentive, efficient and made the whole process very straightforward.

Have you seen the outcome you were hoping for?

Too early to really assess performance

What could they have done better?

Since drawdown I have not had cause to be concerned about any aspect of the service Andrew provided

Review from verified client

August, 2020

Overall

Advice

Service

Value

Based in Hertfordshire

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

My previous private financial adviser retired and recommended transfer of my portfolio to Black Swan.

How has Andrew Peters helped you?

Conversion of portfolio to all ISA. Establishing a Discretionary Gift Trust.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Advising myself and wife (separate portfolio) together has been most helpful with meetings held at convenient times for us having to travel into London.

First impression from a user who is not yet a client

July, 2020

Overall

Please provide a brief comment about your experience with Andrew

Targeted discussion to my level of experience. Open, honest - very positive initial meeting

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in Northamptonshire

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

I had a several pension plans with various companies. I needed to consider converting these into a SIPP. I approached Andy Peters who advised me to go ahead with it.

How has Andrew Peters helped you?

He explained the benefits and flexibility of a SIPP and sorted this out on my behalf.

Have you seen the outcome you were hoping for?

Yes, prior to Covid 19. Hopefully any lost ground will soon be made up. Obviously these are circumstances beyond anyone's control.

What could they have done better?

nothing.

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in Surrey

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

Looking for reliable security for ongoing investments

How has Andrew Peters helped you?

Andrew has known our financial circumstances for many years and his advice has been invaluable

Have you seen the outcome you were hoping for?

Yes given the current financial market

What could they have done better?

Because of the current situation his advice has been accepted

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in Kent

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

Needed advice in drawdown

How has Andrew Peters helped you?

Give me an assessment of my portfolio

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I am satisfied with Andrew's down to earth approach

Review from verified client

June, 2020

Overall

Advice

Service

Value

Based in Kent

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

I was looking into investing a lump sum for long term growth and to transfer my personal pension

How has Andrew Peters helped you?

Andrew provided great advice as to the options available for investing to receive a good return. He also helped me to transfer my personal pension to an area that will hopefully work a lot better for me.

Have you seen the outcome you were hoping for?

I am just starting out with Andrew so do not have the the time or experience to comment either way. Although the process of setting up my investment and transferring my personal pension was very simple with Andrew and he provided very good advice along the way.

What could they have done better?

During the current pandemic i don't think there is anything Andrew could have done better. I look forward to another meeting when the restrictions lift.

Review from verified client

May, 2020

Overall

Advice

Service

Value

Based in Surrey

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

Several years ago I left employment in my family firm to become self employed. The two pensions that had been set up whilst employed became "frozen" and I needed financial advice to make some provision for my future retirement.

How has Andrew Peters helped you?

After a few years he took over from my original financial advisor( both worked for Black Swan). He reviewed my CoFunds Investments and made some improvements. He accessed the two old pensions and arranged for Tax Free Lump Sums and a monthly income. The second pension was transferred to a new company to give a better deal. His home appointments to my wife and myself have been helpful and informative and empathetic, never pressurised. He responds to emails and phone calls in a timely manner.

Have you seen the outcome you were hoping for?

At present I have enough monthly income and savings to provide for my retirement. We are now in the middle of a Global Pandemic with a severe recession predicted. Of course I worry what will happen to my Investments as these are for longterm provision. Andrew has been emailing 1-2 weekly with newsletters and advice and to reassure that he can be contacted readily to discuss any concerns.

Review from verified client

May, 2020

Overall

Advice

Service

Value

Based in Kent

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

Introduced by a friend

How has Andrew Peters helped you?

Advice

Have you seen the outcome you were hoping for?

Until recently my investments were performing well.

What could they have done better?

I think Andy has given me sound advice not sure what more he could have done.

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Norfolk

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

Self Employed, needed a FA to set up my pension plan. this was transferred by my original FA on his retirement to Mr Andrew Peters

How has Andrew Peters helped you?

Transferring to SIPP ISAs in 2015/16

Have you seen the outcome you were hoping for?

Yes

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Hampshire

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

To get expert advice from financial professionals ,about my situation.

How has Andrew Peters helped you?

Andrew has given me clear and precise information on my investments.

Have you seen the outcome you were hoping for?

Yes I have I have seen my investments grow each year because of his advice.

What could they have done better?

Andrew is always available for me to contact either by phone or email. So I don’t think there is much more he could do.

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Kent

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

My original F/A advised me to transfer to Black Swan when she was unable to continue some of the services she had previously provided to my wife and myself. Andrew was appointed as our F/A at that time, and since then we have been extremely satisfied with all that he has done for us.

How has Andrew Peters helped you?

Andrew helped my wife and I to sort out our pensions, and investment savings.

Have you seen the outcome you were hoping for?

Yes, we are very satisfied with the outcomes from the advice we have received to date, even during these extraordinary times we are experiencing at present.

What could they have done better?

It's difficult to say, as I really can't think of anything else he could have done to improve our position at the moment.

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Hampshire

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

Cos I needed one

How has Andrew Peters helped you?

With advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/a

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Kent

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

On retirement I was looking for advice on how to make the most of my investments

How has Andrew Peters helped you?

He patiently explained my options taking into account of my fear of risk

Have you seen the outcome you were hoping for?

Yes in these uncertain times I believe things are going reasonably well so far

What could they have done better?

Nothing, it is early days but I feel the advice given so far has been good

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Surrey

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

Retirement

How has Andrew Peters helped you?

By explaining our investments and income

Have you seen the outcome you were hoping for?

Yes, completely

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

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

Nearing retirement and was aware I was due a tax free lump sum, this was dealt with by my previous adviser. Inherited money from relatives and sold the family home when I became a widow and was looking for advice about what to do with the excess cash after I'd downsized.

How has Andrew Peters helped you?

Came to see me personally where I was staying. Explained all options very clearly and offered professional advice without pressure. Subsequently he is always available and if not always gets back pretty promptly.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not sure! Perhaps encouraged me to take a few risks, but as I'm relatively risk averse, so may not followed it through

Review from verified client

April, 2020

Overall

Value

Advice

Service

Based in Hertfordshire

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

Primarily advance planning for retirement and making investment decisions. About 4-5 years ago our IFA decided to concentrate his business onto property investment and arranged for his clients to have direct access to Black Swan for on-going IFA.

How has Andrew Peters helped you?

Andrew took on the IFA responsibilities for us and we have held regular meetings (every 10-12 months)..... this was over a very important period as both my wife and I moved from FTE into retirement and we needed a steady hand to guide us through the uncertainties of this transition. In addition Andrew has arranged to consolidate many individual ISAs and PEPs into a single basket as our risk attitudes changed on reaching retirement. He has also manged through 2/3 under performing PPPs I had into others that had produced v. good results over the years.

Have you seen the outcome you were hoping for?

YES. - very pleased overall.

What could they have done better?

The only minor thing is that Andrew has from time to time not been able to respond to the occasional questions quickly via email - but to be fair that is a minor quibble and probably has more to do with my expectations than anything bad on Andrew's part

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Cambridgeshire

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

Looking to invest the proceeds of an overseas property sale

How has Andrew Peters helped you?

Reviewed our risk profiles; reviewed and rationalised our existing investments; advised and implemented a strategy for our new investment

Have you seen the outcome you were hoping for?

Yes. Despite the turmoil in financial markets during the COVID-19 pandemic our investments seem to be holding up remarkably well. He is always available to answer queries.

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Kent

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

Retirement

How has Andrew Peters helped you?

Regular updates and meetings

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in West Sussex

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

Retirement, Pensions, Insurances and Savings advice

How has Andrew Peters helped you?

Very helpful with all my financial problems

Have you seen the outcome you were hoping for?

Up until now I have been very satisfied

What could they have done better?

As we are now in uncharted territory with covid 19 I do not think anyone could have done better. I do get regular updates of pension values and performances.

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Kent

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

I had accumulated a significant ISA over many years of saving and had cash to invest in a personal pension

How has Andrew Peters helped you?

Helpful advice and quickly gained a good understanding of my aims

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I am entirely content with all that he has done

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Kent

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

Selling a farm business

How has Andrew Peters helped you?

Advice on investment

Have you seen the outcome you were hoping for?

Bit early, and not good time for investment

What could they have done better?

Nothing to add

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

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

I had a small amount of money to invest I had invested with you before when I invested my mothers money you kept her investment safe and it accrued money to help with her long term care.

How has Andrew Peters helped you?

I inherited a small amount of money which I decided to invest I didn't want a large return on my money neither could I afford to loose money so Andrew gave me advice about investment. I was happy with this advice. I was assured that my investment was the best he could do.

Have you seen the outcome you were hoping for?

The .outcome I have seen wasn't what I was expecting. I know we are in uncertain times but when I received a letter from Aviva this week saying I had lost £10.000 since January I was a little worried. I can't afford to loose money at this rate . Could you p;lease explain. I now I am not the only one in this position.

What could they have done better?

At the moment I am not sure but I would like some money at the end of all this. AS I, did stress when I accepted your advice that I would not loose money. Even if I didn't gain much.

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in London

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

Retirement

How has Andrew Peters helped you?

By advising about and organising investment of my pension lump sum.

Have you seen the outcome you were hoping for?

Not yet.

What could they have done better?

I have no particular ideas.

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Kent

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

Pensions and cashing part of SIPP.

How has Andrew Peters helped you?

Activated the above.

Have you seen the outcome you were hoping for?

Yes and still on going.

What could they have done better?

Andrew Peters was very open about The pros and cons and risks. Will be contacting him again for advice.

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Kent

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

Currently Divorced and part of the Financial Settlement was that I was to receive a Pension Share from my Ex. Husbands Pension Fund and needed to invest it into my own private Pension Scheme. I was signposted to Andrew through my Solicitor.

How has Andrew Peters helped you?

Andrew talked through the various options of how best to invest my money - highlighting the different Risk levels and asked me to complete a Risk Level Questionnaire - he used the results of this to identify the most appropriate investment available to invest my Pension Share into.

Have you seen the outcome you were hoping for?

No - Not yet ! due to the Corona Virus - Although I have downloaded the App, I am too frightened to look at it at the moment as the value has gone done dramatically. I did get advice from Andrew regarding the decline and have decided to stick with it for the moment as this is a long term investment and hopefully the market will be in a much better place this time next year. I was hoping to take out a yearly lump sum, but don't think this would be practical at the moment.

What could they have done better?

Nothing - was very thorough when talking through the plan with me.

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Hampshire

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

Continuation of financial advise following the retirement of Martin Appel

How has Andrew Peters helped you?

Andrew advised me to transfer my pensions to MetLife to guarantee a minimum return irrespective of market movements.

Have you seen the outcome you were hoping for?

Yes, definitely especially now with Covid-19!!

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Kent

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

On and off over many years

How has Andrew Peters helped you?

Andrew has always given valuable me advice and guidance as and when I need it

Have you seen the outcome you were hoping for?

Yes, apart from the two recent dips in my investments, initially due to Brexit, and now Coronavirus.

What could they have done better?

Avoid the Brexit vote in the first place, and the Coronavirus outbreak

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Wiltshire

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

Have always used an Independent Financial Adviser to look after Investments and Pensions.

How has Andrew Peters helped you?

Andy keeps me up to date, he is always available, conscientious and explains things in a sensible matter of fact way that make life more straightforward. I am very happy to recommend him to family and friends.

Have you seen the outcome you were hoping for?

Over the years - wholistic Independent Advice is always beneficial to clients

What could they have done better?

Nothing really - advisers have to deal with a great deal of "red tape" which can often confuse clients. Andy helps make sense of this.

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Surrey

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

We were seeking competent and non-biased advice on our pensions and future investments.

How has Andrew Peters helped you?

Because Andrew's advice has looked after our finances and investments

Have you seen the outcome you were hoping for?

Until the current situation YES - we are sitting tight as advised!!!

What could they have done better?

Always guided us through each year and a pleasure to deal with

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Surrey

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

Always have.

How has Andrew Peters helped you?

Good advice.

Have you seen the outcome you were hoping for?

yes.

What could they have done better?

No

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in London

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

Stepp fall in stock market

How has Andrew Peters helped you?

"Abide your time" !

Have you seen the outcome you were hoping for?

Not yet

What could they have done better?

Nothing, so far

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

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

Needed clear straight forward advice on getting a good return for my investments.

How has Andrew Peters helped you?

Andrew has always explained things thoroughly and clearly and patiently re-explaining on a number of occasions.

Have you seen the outcome you were hoping for?

Yes I am very satisfied.

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Essex

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

Advice on investing our savings

How has Andrew Peters helped you?

Doing the above

Have you seen the outcome you were hoping for?

Yes to some extent due to the present climate

What could they have done better?

Not a lot,but keeping in touch is most important

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in East Sussex

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

Professional advice to help with forward planning

How has Andrew Peters helped you?

All aspects of pension provision

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Kent

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

Initially I needed to amalgamate various pension schemes

How has Andrew Peters helped you?

He efficiently undertook the transfers to the Royal London plan

Have you seen the outcome you were hoping for?

The scheme has performed well

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Kent

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

I have had one for some 20+ years and when he retired he recommended Black Swan. I find contact with financial organisations difficult so I prefer to have somebody deal with them on my behalf.

How has Andrew Peters helped you?

It was a seamless transition to Andrew Peters who I find easy to contact and gives me what I consider sound advice.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

My retirement funds were just about set up before I transferred to Black Swan and Andrew Peters, but he has continued to help in making minor adjustments.

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Kent

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

Needed advice on how to sort out my pensions and what would be best way forward with the time and money I had

How has Andrew Peters helped you?

He was very helpful from the start put everything over in a language l could understand told me what was available to me always felt he knew his stuff

Have you seen the outcome you were hoping for?

Oh yes especially in the current situation he has explained the way forward now l have retired everything went very smoothly

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Hampshire

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

pensions and savings

How has Andrew Peters helped you?

reviewed and recommended action

Have you seen the outcome you were hoping for?

not yet - covid19 appears to be affecting the markets

What could they have done better?

not at the moment

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Essex

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

I recetl opeed a Lodon Company for the Norwegian company that I worked. I needed advice about starting a Pension through the company.

How has Andrew Peters helped you?

Advised me on Company or Private Pension (what was best for me) Discussed the benefits of tranferrring all other Pensions I have under the umbrella of this new pension.

Have you seen the outcome you were hoping for?

Very much so!! Everything during the process has been expertly explained and I feel confidant tat the decisions I have made are the right ones.

What could they have done better?

In my view nothing. Ther service, advice and recommendations (plus some extra questions outside of the above) have been very good.

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Kent

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

Money to invest from sale of business premises to be used to finance retirement

How has Andrew Peters helped you?

Found the best investment for our present situation

Have you seen the outcome you were hoping for?

As far as is possible given the current financial state

What could they have done better?

Satisfied with what he has done

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Kent

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

The change in pensions law.

How has Andrew Peters helped you?

Makeing the decision on how to invest my pension savings

Have you seen the outcome you were hoping for?

Yes up to the Corona virus,the fund has grown well. Time will tell what happens next.

What could they have done better?

We had this question from Black Swan,and i asked for more information why a financial advisor was necessary,since then we have more emails explaining the advantages and help if needed.

First impression from a user who is not yet a client

April, 2020

Overall

Please provide a brief comment about your experience with Andrew

Andrew is an excellent advisor, very clear and a great detail man!

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Buckinghamshire

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

Had one for many years, a family member.

How has Andrew Peters helped you?

He continued the excellent advice given by family member IFA when Black Swan took over the business.

Have you seen the outcome you were hoping for?

Yes......until Covid, which is obviously unavoidable.

What could they have done better?

Nothing. Cannot fault him.

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Kent

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

Something I couldn’t do without advice

How has Andrew Peters helped you?

Moved my old pension into a new, flexible, pension.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Andrew provided good advice in a straightforward and easy to understand way.

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Kent

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

I have always had an adviser

How has Andrew Peters helped you?

He set up our annuity and drwadown

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

He did exactly what he advised and we asked for

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Kent

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

My previous advisor retired

How has Andrew Peters helped you?

He took over my drawdown pension and took a lot of concern from myself

Have you seen the outcome you were hoping for?

As well as can be expected in these uncertain times in the share index

What could they have done better?

Andrew has looked after my pension although I realise that my income will decrease this year due to the turmoil in the markets Andrew has always been accessible and I'm quite happy to leave my business in his hands