Peter's reviews
Reviewed for
Insurance and Protection ( 9 )
Pensions ( 102 )
Retirement income (annuities, drawdown) ( 68 )
Auto Enrolment ( 3 )
Investments and Savings ( 97 )
Pension Transfers - Non Specialist ( 23 )
Inheritance Planning ( 57 )
Long Term Care ( 10 )
Pension Transfers - Specialist ( 13 )
Financial Planning ( 75 )
Financial Mentoring ( 17 )
Financial Coaching ( 8 )
( 2 )
Reviewers' assets
£500k+ ( 37 )
£200k - £500k ( 24 )
£100k - £200k ( 8 )
Up to £50k ( 3 )
( 3 )
£50k - 100k ( 3 )
Review
by a verified client in Leicestershire
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted advise on a pension which was initially my husbands
How has Peter Frogson helped you?
He has been very friendly and professional advising me on my pension.
Have you seen the outcome you were hoping for?
Yes very happy with the advice and outcome
What could they have done better?
In my case nothing
Review
by a verified client in Nottinghamshire
14 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
It was always the promoted option for controlling your SIPP and I’m not sure whether you can access your funds without using a registered financial advisor.
How has Peter Frogson helped you?
Following our assessed risk profiling Peter has recommended a portfolio of investments that have maintained their value.
Have you seen the outcome you were hoping for?
Of course not.
What could they have done better?
I don’t know. I only have experience of one financial advisor. All of my answers are based on a limited sample of one.
Review
by a verified client in Nottinghamshire
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
was transferred to Peter Frogson via Benson McGarvey who dealt with our pension planning over a number of years
How has Peter Frogson helped you?
Annual meeting to discuss current portfolio ,whether it still meets my needs ,also advising inherirance tax .Peter always leavesme feeling financially comfortable
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
no comments
Review
by a verified client in Derbyshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had several pension pots and he advised me what to do with each pot.
How has Peter Frogson helped you?
Helped me get the most benefit from my pensions. Helped me set up a SIPP
Have you seen the outcome you were hoping for?
Yes very happy with all the advice and guidence.
What could they have done better?
Nothing
Review
by a verified client in Northamptonshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Requirement for Financial advice.
How has Peter Frogson helped you?
Regular advice as per above.
Have you seen the outcome you were hoping for?
Not a millionaire yet .........................