Peter Haigh

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

Coming up to retirement

How has Peter Haigh helped you?

Simplifying our finances

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing we can think of!

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

I consider it very important to have professional advice concerning financial matters

How has Peter Haigh helped you?

At our regular meetings, Peter has advised and reassured me, particularly since I have been widowed. We have had very honest and open conversations which has lead to feel very comfortable in my dealings with him.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Can’t recall.

How has Peter Haigh helped you?

Pensions, investments and insurances.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing.

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

Peter Haigh has been my adviser for many years

How has Peter Haigh helped you?

As a qualified tax accountant I have a reasonable knowledge of savings, investments, pensions etc but it is always good to discuss ideas with Peter and get his viewpoint

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing that I can think of

Please provide a brief comment about your experience with Peter

Peter has always delivered a highly professional, client led service. He listens to our opinions & needs & delivers a client led service,

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

Limited advice in the past and looking for a trusted expert. Peter turned out to be a perfect fit who listens well and advises succinctly.

How has Peter Haigh helped you?

Give me confidence and stability with my future plans

Have you seen the outcome you were hoping for?

Ongoing

What could they have done better?

Nothing

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

Inheritance planning

How has Peter Haigh helped you?

Put me on a scheme suitable to my age

Have you seen the outcome you were hoping for?

yes

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

I received a large sum of money from a business/employment transaction

How has Peter Haigh helped you?

Clear, sensible financial advice tailored to our particular circumstances

Have you seen the outcome you were hoping for?

Yes, despite financial crashes and uncertainty in the marketplace over many years our investments have continued steadily

What could they have done better?

better returns at lower risk

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

Considering retirement

How has Peter Haigh helped you?

Carefully explained different strategies and options for existing pension pots. Explained and provided examples of risk v reward investments ensuring the chosen platform was aligned to my level of risk taking, in my case on the cautious side. Peter has helped me enjoy retirement more fully by removing my concerns about running out of money later in life, a potential issue when having a draw down pension.

Have you seen the outcome you were hoping for?

Yes, the forecasted growth has been realised albeit these were delivered during some challenging times in the financial markets.

What could they have done better?

Perhaps explains through examples the longer term impact of taking tax free lump sums early in retirement. By this I mean the impact longer term of paying higher rates of tax due to not having sufficient uncrystallised funds left to enable partial tax free drawdown later in retirement.

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

Matured pension

How has Peter Haigh helped you?

I find is advice valuable

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Happy with service

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

Compensation on death of my first husband

How has Peter Haigh helped you?

He understands my needs

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Investment of a lump sum.

How has Peter Haigh helped you?

Provision of factual and professional advice.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

None

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

I needed professional advice for pension savings originally and then investments with Peter.

How has Peter Haigh helped you?

Provided clear advice.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

As a chartered accountant (now retired) I realised that I needed advice from a qualified financial adviser.

How has Peter Haigh helped you?

By holding a minimum of annual meetings.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not applicable

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

I have known Peter for many years. As a chartered accountant (now retired) I realised that I needed the advice from a financial advise.

How has Peter Haigh helped you?

I have met Peter annually and also between such meetings when necessary.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not applicable

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

Pension planning

How has Peter Haigh helped you?

Successful planning for an early retirement

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Im totally satisfied

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

My late husband sought financial advice many years ago from Peter

How has Peter Haigh helped you?

Peter has been an amazing help to me since my husband died 12years ago. I have immense trust in him

Have you seen the outcome you were hoping for?

I have been quite happy with everything

What could they have done better?

Not sure Peter could have done more for me with the level of risk I was prepared to take

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

Retirement

How has Peter Haigh helped you?

Sensible advice!

Have you seen the outcome you were hoping for?

Yes

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

I had some money to invest / family advisor

How has Peter Haigh helped you?

Balanced savings approach and tax efficiency

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not aware of anything

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

Financial circumstances had changed

How has Peter Haigh helped you?

Advised re drawdown

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Happy with the service and advice offered

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

Needed advice on Pension Fund investment

How has Peter Haigh helped you?

Advised approximately yes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Better growth in investment but quite happy with what we have.

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

As far as I remember, it was needing to know how best to invest an inheritance that I had recently received.

How has Peter Haigh helped you?

In all the ways listed above.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

finance is a specialist field which sometimes went over my head

How has Peter Haigh helped you?

Peter explains everything in layman's terms, therefore giving me confidence in his advice

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing, he is always there if I need advice

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

Husbands death

How has Peter Haigh helped you?

In every aspect of my life

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

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

Advice on best companies

How has Peter Haigh helped you?

Assurance and advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

I inherited money from my parent's

How has Peter Haigh helped you?

He helped me to understand the best way to invest my inheritance

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

I have been a client of Peter's for a number of years.

How has Peter Haigh helped you?

Peter has helped me and my family with our financial planning for many years.

Have you seen the outcome you were hoping for?

Yes.

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

So we could realise a better return on our investments

How has Peter Haigh helped you?

He as selected investments best suited to our plans

Have you seen the outcome you were hoping for?

Yes we are pleased with our things have performed

What could they have done better?

Nothing our investments have performed in line with our expectations

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

Inherited pension

How has Peter Haigh helped you?

Advise on suitably of various investment funds

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Higher returns would always be an answer for this question.

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

The need for financial planning

How has Peter Haigh helped you?

he has given advise on areas to consider for investment , long term financial planning, advise for possible change based on on going changes etc

Have you seen the outcome you were hoping for?

yes

What could they have done better?

not much as a lot depends on the financial markets, world affairs etc

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

The death of my husband and what was the best way to deal with his pension.

How has Peter Haigh helped you?

He has suggested a safer way of investing the pension and listened to my concerns about risks. He helped me with rewriting my will by recommending someone. Peter explains everything in detail and makes sure I understand fully. He is more than happy to answer any questions I may have and doesn’t rush me. He suggested I check my state pension which was good as I needed to make an additional payment. He has also helped me make sure that my personal pension is split out as per my nomination/expression of wish forms.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

My husbands death

How has Peter Haigh helped you?

He has proved information and advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Needing investment advise

How has Peter Haigh helped you?

20 years of good advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

A requirement for advice on pensions and investments.

How has Peter Haigh helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

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

We had monies that needed investment following leaving our company pensions and starting our own business. Previous advisers didn’t cut it

How has Peter Haigh helped you?

We were left in a mess by our previous adviser years ago . Peter took over our investments and completely transformed them into a financial plan And has kept our investments alive and beautifully managed for many years, he’s just the best there is and we trust him 100%

Have you seen the outcome you were hoping for?

Absolutely, without doubt and more

What could they have done better?

Nothing

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

I had an advisor that I was not satisfied with and was looking for a new advisor. Peter was recommended to me and we have now been working together for over 4 years.

How has Peter Haigh helped you?

Peter has helped with Pension investments, insurance and protection, investments and savings.

Have you seen the outcome you were hoping for?

Yes, I have seen the outcomes I was hoping for.

What could they have done better?

I have had no occasions where I believe the advise provided by Peter could have better.

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

Transfer of portion of ex husband's pension following divorce

How has Peter Haigh helped you?

Hi gives very down to earth advice. He makes sure what he explains is clear and understandable. He shows genuine interest in my circumstances and my wishes. He listens well and shows genuine interest in what he does.

Have you seen the outcome you were hoping for?

Definitely. So happy with the planning advice I have received.

What could they have done better?

Nothing

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

I inherited funds from my late husband and he had recommended Peter as someone I could go to for financial advice.

How has Peter Haigh helped you?

Peter understands my financial situation and my financial goals. He has recommended investment strategies that align with my goals and my attitude to risk. He is totally trustworthy and I can be open and direct with him about any concerns I have.

Have you seen the outcome you were hoping for?

Yes - although I am slightly disappointed with the level of fees I am paying and the fact that no alternative, less costly strategies/investments have been suggested/recommended.

What could they have done better?

They could have suggested less costly investment strategies, knowing my attitude to risk.

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

I was contemplating investments that were outside my own areas of expertise and, with my financial affairs becoming more complicated, I felt I would benefit from professional advice and administration.

How has Peter Haigh helped you?

Peter has been able to introduce me to relevant and appropriate new areas of investment as well as to optimise the performance of my existing investments. He has also helped me with the financial aspects of negotiating a divorce and, on retirement, to obtain the best income available from my investments and to start with the process of inheritance planning.

Have you seen the outcome you were hoping for?

Yes, Peter has always been able both to show me the best ways to organise my finances and to come up with suitable investments to meet my needs at different stage of my life.

What could they have done better?

Really, not very much at all. Peter is a successful, and therefore busy, adviser who always tries to give the time needed to all his clients. So occasionally you have to wait a very short time for a call or a meeting, but he is always there for anything urgent. Any delay is worth waiting for!

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

We originally had a personal friend who helped us with some investments but felt we needed impartial advice to look at all aspects of our finances and have been very satisfied with the advice we have received and would have no hesitation in recommending Peter as an extremely conscientious, hard working adviser, who over the years has become a trusted friend

How has Peter Haigh helped you?

Peter always understands our views on investing - which has always been medium to low risk - probably veering to low risk as we have grown older and more dependent on consolidating and securing our finances. He also understands that one of our objectives is to pass some of our assets onto our family, however, we find his reassurance extremely encouraging to enjoy spending to enrich our lives. His visits certainly are positive and helpful. He is always available or contactable - if not immediately we can rely on his returning our calls and resolving any issues of concern to us.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

We have no criticism whatsoever.

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

Having left a previous adviser, I was looking for someone to continue to advise and look after my pension & investments. Peter was strongly recommended to me by a close friend

How has Peter Haigh helped you?

Taken on my portfolio and continued to look at ways of maximising my investments

Have you seen the outcome you were hoping for?

Yes and hope that will continue

What could they have done better?

Nothing more could have been done by Peter

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

Whilst I was still working, Peter’s firm looked after the pension arrangements and when I was offered the chance to opt out of another pension schemer Peter helped with the whole process. I could not have done this without his help.Please see

How has Peter Haigh helped you?

Please see my comments above. Additionally regular meetings with Peter have kept me fully informed at every stage.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Given the risk parameters that we established I think we are achieving the results we hoped for.

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

Retirement planning

How has Peter Haigh helped you?

Peter has helped us plan our income in our retirement

Have you seen the outcome you were hoping for?

Yes

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

20 years plus association regarding initially pension set, then onto investment advice for my grandkids.

How has Peter Haigh helped you?

Honest straight forward advice over a long period.

Have you seen the outcome you were hoping for?

Definitely.

What could they have done better?

N/A I'm happy with service/advise received.

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

I know my own strengths and weaknesses and happily buy in advice or services where I am not an expert

How has Peter Haigh helped you?

Peter is extremely clear in the advice he gives and is responsive to my specific situation

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

not a great deal

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

To manage my investments

How has Peter Haigh helped you?

He has helped me to understand my money and how to invest it.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

To help me invest my money and shares.

How has Peter Haigh helped you?

He has helped me invest my money and shares.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing I am very happy with Peters advice.

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

Proceeds from the sale of business

How has Peter Haigh helped you?

A portfolio of investments which mirror my risk profile. Agreed method of drawing income from ISAs & bonds. Assistance with tax considerations in relation to the Wills of me and my wife

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Occasional minor missed opportunity. I asked if Yellow Cake could be added to my investments several years ago. I didn't get a reply & forgot to chase. Sadly Yellow Cake has boomed since. However if I had made the investment is would have been a relatively modest sum so very little has been lost.