Reviewed for

Insurance and Protection ( 21 )

Mortgages ( 7 )

Pensions ( 85 )

Equity Release ( 5 )

Retirement income (annuities, drawdown) ( 34 )

Auto Enrolment ( 10 )

Investments and Savings ( 58 )

Pension Transfers - Non Specialist ( 9 )

Inheritance Planning ( 18 )

Long Term Care ( 6 )

Pension Transfers - Specialist ( 9 )

Financial Planning ( 10 )

Financial Mentoring ( 1 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 17 )

£200k - £500k ( 13 )

£100k - £200k ( 16 )

( 1 )

£50k - 100k ( 5 )

Up to £50k ( 3 )

Client reviews

This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in East Sussex

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

Approaching retirement, need to resolve the various pensions I had.

How has Petra Griffiths helped you?

Sorted out which pensions to transfer to a new pension and which to take as annuity. Helped to combine various savings accounts.

Have you seen the outcome you were hoping for?

In the current financial climate, yes.

What could they have done better?

Nothing

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Sussex

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

Consolidating pensions

How has Petra Griffiths helped you?

Petra helped me to consolidate my pensions and to plan for the future

Have you seen the outcome you were hoping for?

Yes - I feel confident I understand my pensions and that they are now east to manage

What could they have done better?

Nothing I’m aware of

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Sussex

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

pension advice

How has Petra Griffiths helped you?

in all aspects above

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

better returns

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in East Sussex

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

help with investing

How has Petra Griffiths helped you?

She has been great

Have you seen the outcome you were hoping for?

Always hoping for more interest

What could they have done better?

Don't know

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in East Sussex

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

I had a work pension and needed advice on how to invest it and get lump sum from it.

How has Petra Griffiths helped you?

She researched the market for the best place to invest my pension, got it transferred and managed my lump sum. She also kept me informed me at every stage of the process.

Have you seen the outcome you were hoping for?

Yes thanks.

What could they have done better?

She have done nothing any better.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in West Sussex

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

Petra has been my financial advisor for over 20 years, but her advice has been particularly valuable to me as I have become older and need and of life/inheritance planning

How has Petra Griffiths helped you?

Advice given in understandable format, and knowing that she has thought carefully about the right path for me

Have you seen the outcome you were hoping for?

Well, I haven’t died yet so I can’t really tell

What could they have done better?

Nothing really

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?

Not impressed with previous financial advisor who seemed a bit lazy and out of his depth.

How has Petra Griffiths helped you?

Petra has made everything easy- from investments, to pensions- with inheritance planning and tax planning along the way. We inherited a very complex situation and investment dinosaurs.

Have you seen the outcome you were hoping for?

absolutely feel like everything is sorted now- and it was very complex. Don't try and do it on your own!

What could they have done better?

nothing

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Sussex

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

We were self employed and Petra became our advisor. Now we are retired and Petra is looking after our Pensions

How has Petra Griffiths helped you?

Petra is always looking for the best way to improve our pensions and giving us great advise when to swap if the market is not doing so well

Have you seen the outcome you were hoping for?

Petra has gone beyond what we were hoping for

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?

We had an old fund that wasn’t performing that well.

How has Petra Griffiths helped you?

Petra has been knowledgable and easy to communicate with.

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 West Sussex

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

Existing pension not performing

How has Petra Griffiths helped you?

Explains things to how I can understand

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I'm happy with what has been done

Review from verified client

December, 2023

Overall

Value

Service

Advice

Based in East Sussex

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

My mum house was sold and wanted to invest proceeds.

How has Petra Griffiths helped you?

The most valued and from my point of view huge respect for her advice is that she is realistic and doesn't promise the moon which fits in well with my thinking.

Have you seen the outcome you were hoping for?

At the moment probably not but given world economic circumstances understandable

What could they have done better?

Nothing as far as I am concerned.

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in East Sussex

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

I realised that I needed professional advice to manage my pension fund investment and also wider pension and financial planning advice

How has Petra Griffiths helped you?

Petra has given me confidence that my pension fund is working well for me, reassuring me when there are market 'blips'. She has been able to consult with me on my retirement aspirations and the impact on my pension/pension fund of retiring at a range of points. She has facilitated tax free draw-downs when needed and she has supported my transition to a new fixed rate mortgage deal in the current bout of interest rate hikes.

Have you seen the outcome you were hoping for?

Absolutely, Petra is very responsive, she understands my requirements and attitude to risk and provides advice and guidance accordingly.

What could they have done better?

I could not have asked for anything to be done any differently.

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in West Sussex

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

Changing pension advisor

How has Petra Griffiths helped you?

Pension and investment advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing specific

Review from verified client

August, 2023

Overall

Value

Advice

Service

Based in East Sussex

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

Retirement

How has Petra Griffiths helped you?

Experienced independent advisor who looks at the whole market and could step in to support other family members if anything happened to me

Have you seen the outcome you were hoping for?

Broadly, yes. However the state of global stock markets haven’t helped!

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in West Sussex

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

I received payouts from employment redundancy and proceeds from the sale of a house, and was assessing future plans

How has Petra Griffiths helped you?

She is approachable, knowledgeable and inspires confidence in her understanding of my needs and her skills.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I can think of. On a personal level she is as responsive as she can be, within the confines of regulatory needs.

Review from verified client

December, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Hampshire

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

I had a rusty old pension that was slowly getting worse

How has Petra Griffiths helped you?

I rely on Petra as someone who listens, calculates and then advises particular courses of action, often with a couple of options to choose from.

Have you seen the outcome you were hoping for?

So far yes we are achieving the gains I want.

What could they have done better?

Avoided a war in Europe and prevented Covid

Review from verified client

December, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Hertfordshire

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

needing to financially plan for immediate future and eventual retirement

How has Petra Griffiths helped you?

Reviewing our income and expenditure and suggesting pension and investment options

Have you seen the outcome you were hoping for?

too soon to say

What could they have done better?

nothing. Very happy with service

Review from verified client

December, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in West Sussex

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

I was running a business and needed help with the auto enrollment of pensions for my staff

How has Petra Griffiths helped you?

She has helped me with both my previous business and personal. So private pensions, auto enrollment, investments, savings, life insurance and mortgages.

Have you seen the outcome you were hoping for?

Yes and more :-)

What could they have done better?

Sometime the process can be a little slower than I expected.

Review from verified client

December, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in London

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

had different pension plans that needed sorting out and amalgamate where beneficial in doing so

How has Petra Griffiths helped you?

she sorted out my pensions and advised of the best way in doing so

Have you seen the outcome you were hoping for?

yes, Petra dealt with my pensions in a professional manner.

What could they have done better?

none

Review from verified client

December, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Sussex

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

I needed a financial advisor.

How has Petra Griffiths helped you?

sorted out my needs.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

Review from verified client

December, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in East Sussex

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

Pension advice

How has Petra Griffiths helped you?

Put in place a pension

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in West Sussex

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

We had our own business and the bank recommended Petra

How has Petra Griffiths helped you?

Petra has been looking after our pensions. Giving so much advice and updates.

Have you seen the outcome you were hoping for?

Yes my husband and I have been able to retire at the age of 55. Due to Petra, working hard on making our money work.

What could they have done better?

I don’t think she could have done anything better. We are so happy with her work and what she has done for us. She was always there if we had even the smallest of questions.

Review from verified client

December, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in East Sussex

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

I reached retirement with a pension pot and needed independent advice.

How has Petra Griffiths helped you?

Petra presented herself as a trusted and capable advisor whose fee's were and are competitive with others in this field

Have you seen the outcome you were hoping for?

Under a difficult financial environment the outcome is as good as l would reasonably expect

Review from verified client

November, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in East Sussex

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

The takeover of the business I have been working for for the past 20 years. It was a fairly significant leap.

How has Petra Griffiths helped you?

Petra has advised both on our company wide pension provision and provided individual specific advice where requested.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing I can think of.

Review from verified client

November, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in East Sussex

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

I became Managing Director of a company and needed both private pension and company pension advise.

How has Petra Griffiths helped you?

Petra explained legal obligation required for the company pensions, provided options for our workforce and management team and has provided additional advice on SIPP options.

Have you seen the outcome you were hoping for?

Yes and been very pleased with the results

What could they have done better?

I have been very happy with the level of service and Petra's advice is always clear and the investment risks are explained well.

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in West Sussex

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

We needed to rework some funds from a standard pension pot to allow us to retrospectively invest in property via a SIPP

How has Petra Griffiths helped you?

Petra held our hand from the first point - taking care of the entire process

Have you seen the outcome you were hoping for?

Yes, Petra delivered exactly what we needed

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?

We have a SIPP that requires an advisor

How has Petra Griffiths helped you?

She liaises with the SIPP on our behalf

Have you seen the outcome you were hoping for?

The SIPP has changed and its taking much longer than normal. This is not due to Petra but the SIPP.

What could they have done better?

Maybe chase the SIPP more.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in West Sussex

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

Looking for a long term and trusting relationship with a financial advisor to guide and advise us through saving for our retirement. We knew Petra from her NatWest days so it was a no-brainer.

How has Petra Griffiths helped you?

Good solid advice given, properly explained, and all options discussed with no pressure.

Have you seen the outcome you were hoping for?

We haven't reached the outcome yet, as still saving for retirement, but we are very happy with how things are progressing.

What could they have done better?

I can-not possibly imagine how it could have been any better.

Petra's reply

Thank you so much Garry

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Sussex

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

I needed clear solid advice

How has Petra Griffiths helped you?

She found me a bank to take on my Sipps .

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not much to be honest.

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 inherited some money and needed to invest it safely and wisely.

How has Petra Griffiths helped you?

She asked me many questions about myself , listened to me & with these results explained clearly to me what she has discovered & why & how she was going to invest my money in a way that suited me & my level of risk. I never felt pressured or rushed into making any final decision.

Have you seen the outcome you were hoping for?

Absolutely (taking Covid into consideration).

What could they have done better?

I don’t think there is anything she could have done better.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in East Sussex

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

desire to maximize commercial property needs and pension requirements

How has Petra Griffiths helped you?

regular and careful follow up. clear advice. sensible planning

Have you seen the outcome you were hoping for?

100%. i now have a pension plan which I am very pleased with and that builds peace of mind

What could they have done better?

nothing that i can think of

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in East Sussex

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

Retirement

How has Petra Griffiths helped you?

She helped us decide what to do with the pension

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in East Sussex

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

I don't have a clue about financial matters.

How has Petra Griffiths helped you?

She just takes over all of the difficult stuff like knowing where to place available funds but how, when required, to release them.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I have no idea.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in West Sussex

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

Long term financial planning

How has Petra Griffiths helped you?

I have been a client of Petra’s for many years,and view her as a friend. She is accessible,friendly,personable and highly professional. I feel that she puts her client’s interests at the very forefront of her approach,and is always bang up to date with her knowledge and advice. I have total confidence that she not only correctly advises,but also anticipates possible issues,and deals accordingly. A no fuss, personalised service.

Have you seen the outcome you were hoping for?

Yes, I am now very rich!

What could they have done better?

Nothing

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in West Sussex

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

Pension review

How has Petra Griffiths helped you?

Made a recommendation which I adopted

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in East Sussex

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

Investments and pensions

How has Petra Griffiths helped you?

Good advice on investments and pensions

Have you seen the outcome you were hoping for?

YES

What could they have done better?

Nothing.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in East Sussex

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

I had retired and needed advice in respect of my SIPP.

How has Petra Griffiths helped you?

She helped me choose the most efficient and advantageous way of drawdown.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

All good!

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in East Sussex

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

Retirement planning

How has Petra Griffiths helped you?

Petra discussed my goals and helped me release monies from my pensions.

Have you seen the outcome you were hoping for?

Exceeded expectations, all my financial matters with savings and pensions have now been completed.

What could they have done better?

Nothing, Petra has been first class with her understanding of my situation and has helped me enormously understand everything that l had asked and was unsure about. A brilliant experience.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in East Sussex

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

We were looking for pensions advice and life insurance for the company directors

How has Petra Griffiths helped you?

Knowledgeable expertise and guidance to ensure that we took out policies that were suitable for us at the time.

Have you seen the outcome you were hoping for?

Continuing.

What could they have done better?

Petra is always available to sit with us and discuss any concerns or future endeavours.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in East Sussex

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

Approaching early retirement and need to consolidate my finances and plan for a new future.

How has Petra Griffiths helped you?

She took a stocktake of our spending, income, savings and compared those to the 'steady-state' financial position we wanted to be in across retirement. She then looked whole of market and recommended a drawdown pension facility along with advice on other financial questions including mortgage, savings and tax-beneficial investments.

Have you seen the outcome you were hoping for?

Without doubt - my investments has retained value and indeed grown across what has been a very volatile financial market these past 18 months. In the middle of this, I panicked and wanted to come out of the market but careful and insightful advice from Petra confined me to stay invested for the longer-term, a decision which has already paid off in the short-term.

What could they have done better?

Maybe kept in touch a bit more between annual reviews, especially when market volatility is in the headlines.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in West Sussex

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

When I was looking for a personal pension

How has Petra Griffiths helped you?

Petra is a powerhouse of knowledge, she not only helped me with my personal pension but also my companies. She has also given me loads of other advice along the way.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, I think she is great.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in East Sussex

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

Taking early retirement required a good financial plan

How has Petra Griffiths helped you?

Petra helped me to define my retirement goals and to understand whether the true value of my portfolio was sufficient to support them. Petra then made it very easy to make decisions about which holdings I should leave to mature and which would be better moved for the longer term and higher return. Finally, Petra was invaluable in executing all of the paperwork required to move funds around.

Have you seen the outcome you were hoping for?

Despite the unprecedented pandemic, I have been pleased to see my portfolio perform well in the first year. I am so please that I had Petra organise my finances ahead of the pandemic as it also meant that I did not have to worry about my financial future because of the solid foundations she has built for me.

What could they have done better?

Petra is very likeable as well as being excellent at her job. If she continues to nurture the talent within her support team to spread some of the workload I am sure she could help even more clients.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in East Sussex

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

As I was approaching retirement, I needed expert help in consolidating pension annuities and savings.

How has Petra Griffiths helped you?

Petra visited us at our home and spent some time going through all the options that were available to us and importantly making sure we both understood them. She then gave her professional advice on which could be the best options for myself and my wife.

Have you seen the outcome you were hoping for?

Absolutely, Petra's advice has given our investments very good steady growth since we have started working with her.

What could they have done better?

I really can't think of anything.

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in East Sussex

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

We need to consolidate our investment plans and saving, we had acquired many diverse savings plans in the past and needed help to gather them into a single effective fund.

How has Petra Griffiths helped you?

Petra reviewed all of our savings, and after taking into consideration out tax burden combined them onto a single platform.

Have you seen the outcome you were hoping for?

It is still too early to make this assessment, but we are sure we will see the benefit.

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in East Sussex

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

My divorce settlement included the transfer of two pension fund balances and I had no experience of managing / investing funds and Petra does this brilliantly.

How has Petra Griffiths helped you?

Petra arranged for the funds to be consolidated and transferred into my name. She also provided all the information I needed to understand my risk appetite and therefore the investment portfolio that would be right for me. Petra has been invaluable in explaining the ups and downs of investment and ensuring that I am fully aware of changes to the market or legislation that may affect my portfolio. Petra has always been super responsive to queries and was so efficient when I recently needed to draw down a lump sum from my fund. I was made fully aware of the impact and implications before I made the decision and the transaction was delivered without a hitch.

Have you seen the outcome you were hoping for?

Absolutely yes

What could they have done better?

At this stage I cannot make any further constructive suggestions

Repeat review from verified client

October, 2019

Overall

Advice

Service

Value

Based in East Sussex

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

How has Petra Griffiths helped you since your last review?

Advising on up and coming pension release.

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in East Sussex

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

Approaching retirement and needing independant advise

How has Petra Griffiths helped you?

Petra described my options and lead a detailed conversation as to risk levels with realistic outcomes to pension pot investment options

Have you seen the outcome you were hoping for?

My income has followed the market changes as Petra described, so I'm satisfied.

What could they have done better?

While costs were and are discussed, more exact detail would be helpful.

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in West Sussex

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

A divorce and sale of my property, approaching semi retirement, accumulated savings, reduction in pension due to divorce and instigating a company pension.

How has Petra Griffiths helped you?

She listened, was keen to explore alternatives and my attitude to risk particularly well. Helped me initiate a pension and fund investment.

Have you seen the outcome you were hoping for?

It's a little too early to say specifically about the investments, but so far all outcomes have been achieved.

What could they have done better?

Nothing, but I would helpfully add that I look forward to participating in regular reviews and any alternative products available that might attract me with little more risk if it suits my profile!

Repeat review from verified client

October, 2019

Overall

Advice

Service

Value

Based in East Sussex

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

How has Petra Griffiths helped you since your last review?

I always know that Petra is working for me in the background. If I need her help in anyway I can either phone, or visit her at the office. There will always be a friendly face and a coffee. I'm very happy with the way my investment is going. Very happy to recommend Petra.

Repeat review from verified client

October, 2019

Overall

Advice

Service

Value

Based in West Sussex

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

How has Petra Griffiths helped you since your last review?

Continues to be helpful and proactive

Repeat review from verified client

October, 2019

Overall

Advice

Service

Value

Based in East Sussex

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

How has Petra Griffiths helped you since your last review?

Petra has diligently managed my funds and has been extremely proactive in ensuring that my money is in the right place. Her service continues to be excellent.

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in West Sussex

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

I became a partner in my company and wanted financial advice

How has Petra Griffiths helped you?

She gave me well-rounded, fully considered advice:clearly presented and incredibly useful

Have you seen the outcome you were hoping for?

Yes, definitely!

What could they have done better?

No, I honestly think she has done (and will continue to do) the best possible job.

Repeat review from verified client

October, 2019

Overall

Advice

Service

Value

Based in East Sussex

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

How has Petra Griffiths helped you since your last review?

Petra is always professional and she is also friendly and easy to talk too.

Repeat review from verified client

October, 2019

Overall

Advice

Service

Value

Based in West Sussex

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

How has Petra Griffiths helped you since your last review?

she has given regular and comprehensive advice

First impression from a user who is not yet a client

October, 2019

Overall

Please provide a brief comment about your experience with Petra

very professional and helpful

First impression from a user who is not yet a client

November, 2018

Overall

Please provide a brief comment about your experience with Petra

It was very clear and helpful.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in East Sussex

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

I needed to consolidate various stakeholder pensions and review my overall financial situation as I had moved and set up a new business. I also wanted to make sure I had sufficient insurance cover and a good long term financial plan.

How has Petra Griffiths helped you?

Petra took a holistic look at my finances and made some sound and sensible advice. We started by reviewing and consolidating my pensions and bringing them onto a single platform. She also reviewed my insurance position and has helped with balance across my savings also. She is quick and efficient and straightforward in her advice.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No - I think Petra has moved at my pace through my various financial questions and it is good to now have a more complete overview of where I am financially and how I can meet my longer term goals.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in East Sussex

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

My husband and I ran a design condultancy and needed assistance with updating insurances, pensions and auto enrolment.

How has Petra Griffiths helped you?

Petra dealt with all the insurance companies for updating and starting new insurance policies. Advised on pensions and our staff auto enrolment.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Petra was a wonderful support through my husband’s terminal illness organising payments of life insurances etc.

Review from verified client

August, 2018

Overall

Advice

Service

Value

Based in London

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

My partner died suddenly leaving me with a large sum of money from life insurance.

How has Petra Griffiths helped you?

Petra listened to my situation; asked pertinent questions; was thoughtful and sympathetic as well as clear on where she felt I should be investing my money. Petra explained everything to me and assured me that I would be investing at a level that was comfortable for me.

Have you seen the outcome you were hoping for?

I have seen the outcome I was hoping for. I feel secure that my money is being well looked after and I am more confident in understanding my financial circumstances than I was 18 months ago.

What could they have done better?

I'm not sure what she could have done better. Whenever I have needed to have something explained to me again, Petra has done so.

Review from verified client

August, 2018

Overall

Advice

Service

Value

Based in East Sussex

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

i needed my various pensions to be rationalised.

How has Petra Griffiths helped you?

reviewed the position and suggested options.

Have you seen the outcome you were hoping for?

yes.

What could they have done better?

NA

Review from verified client

August, 2018

Overall

Advice

Value

Service

Based in East Sussex

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

I retired and had a lump sum of money to invest to provide a retirement income.

How has Petra Griffiths helped you?

Petra helped me consider various financial options including annuities and drawdown funds.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

She has provided me with a good service and there is nothing much that needs to improve.

Review from verified client

August, 2018

Overall

Advice

Service

Value

Based in West Sussex

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

We looked for a new Financial adviser because we felt our existing one was not delivering the level of service required.

How has Petra Griffiths helped you?

Petra took over our portfolio and we were thrilled with the results. Since losing my husband in 2017 Petra has been so helpful, explains everything clearly & makes sure I understand what is happening to my money.

Have you seen the outcome you were hoping for?

I have certainly seen a vast improvement in my investments since Petra took over the portfolio. I now feel I'm kept up to date with my investments. Petra has never tried to push me into anything I'm not happy with & I feel very happy with her advice.

What could they have done better?

I can't think of anything which Petra could have done better.

Review from verified client

August, 2018

Overall

Advice

Service

Value

Based in East Sussex

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

I had property and investments sitting and not doing a lot and so decided it was time to act.

How has Petra Griffiths helped you?

I just handed the whole situation over to her to ‘sort out’ which she did.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

If I was qualified to answer this question I would probably not have needed a financial advisor.

Review from verified client

August, 2018

Overall

Advice

Service

Value

Based in East Sussex

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

Our previous FA was not giving good service.

How has Petra Griffiths helped you?

She is extremely professional and has given us excellent service. Very knowledgeable about all the various areas of finance, and keeps well up to date on the subject. Lovely manner too. Friendly and very easy to talk to.

Have you seen the outcome you were hoping for?

Yes, we have. We are very pleased with her recommendations.

What could they have done better?

I cannot offer any suggestions, as we have had three previous FA’s and none of them showed up the interest or level of professionalism that Petra has shown. We are very happy with her service.

Review from verified client

August, 2018

Overall

Advice

Service

Value

Based in East Sussex

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

I needed to get the best returns for my savings.

How has Petra Griffiths helped you?

After an initial visit from Petra, I felt comfortable enough to let her manage my savings.

Have you seen the outcome you were hoping for?

I've been happy with the results. My portfolio has increased year on, and I'm fairly confident that this will continue.

What could they have done better?

As far as I'm concerned I don't think Petra could have done any better for me.

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in East Sussex

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

I needed to take my private pension early which was held in two separate pension funds.

How has Petra Griffiths helped you?

Petra understood my situation and took on board my needs. Petra was able to get the best arrangement for my pensions and release the required amount that I needed to retire early based on what I had in the funds. Not only did Petra accomplish this in a timely fashion but also in a caring fashion which helped me through what I thought would be a stressful time.

Have you seen the outcome you were hoping for?

I have seen a better outcome than what I was looking for.

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in East Sussex

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

My pension was moved to Reasure by HSBC and I wasn't happy with the arrangement.

How has Petra Griffiths helped you?

Petra advised me of the best pension according to my risk level and gave very clear and helpful advice.

Have you seen the outcome you were hoping for?

Yes I was entirely happy.

What could they have done better?

Petra did a super job and I can't find any fault with it.

First impression from a user who is not yet a client

January, 2018

Overall

Please provide a brief comment about your experience with Petra

We were contacted promptly after our enquiry, and arranged an appointment to meet at the PSG offices. Petra took the time to explain what our options were regarding imminent retirement Pension needs & how she could manage our future Investments if required. Petra is very personable and professional with openness regarding costs and possible expectations should we engage her services.

First impression from a user who is not yet a client

December, 2017

Overall

Please provide a brief comment about your experience with Petra

Petras response was very prompt and efficient. In the end I did not use her services - for reasons I explained to her, which in no way related to any shortcomings in her service, but to arrangements I already had in place, which appeared to be breaking down , but didn't. She is my "first reserve" in the event I need to make changes to my present arrangements. There was no need for her to clarify her charges as we did not get that far.

First impression from a user who is not yet a client

October, 2017

Overall

Please provide a brief comment about your experience with Petra

approachable and thorough

Review from verified client

June, 2017

Overall

Advice

Service

Value

Based in London

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

Accessing my pension.

How has Petra Griffiths helped you?

Moved my pension and allowed me to access my money.

Have you seen the outcome you were hoping for?

Yes I made my final mortgage payment a few weeks ago.

What could they have done better?

She did her very best for us. Lovely lady

Review from verified client

June, 2017

Overall

Advice

Service

Value

Based in East Sussex

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

Nearing pension age.

How has Petra Griffiths helped you?

Petra looked over my current pension plus savings and gave me good advice to change my pension to a flexible pension. This I did and now I'm happy that when I need to draw money from my pension I will be able to rather than have to buy an annuity.

Have you seen the outcome you were hoping for?

Yes, had I not made the changes to my pension now, I would have been disappointed when I needed to use my pension as I was with an old style in-flexible pension plan.

What could they have done better?

Nothing really, I was very happy with the service provided by Petra.

Review from verified client

May, 2017

Overall

Advice

Service

Value

Based in West Sussex

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

To replace existing adviser.

How has Petra Griffiths helped you?

With accurate and concise advise and evidence.

Have you seen the outcome you were hoping for?

Yes. The advice has been far higher than expected.

What could they have done better?

nothing

Review from verified client

May, 2017

Overall

Advice

Service

Value

Based in East Sussex

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

Pensions, Some of my pensions where not performing.

How has Petra Griffiths helped you?

She explained different scenarios to me and only moved the pensions that were not performing or not very good. Since moving my pensions have gone up really well and I have the opportunity to draw down when needed as we are going to travel eventually.

Have you seen the outcome you were hoping for?

As above we are very happy with Petra's services.

What could they have done better?

Petra has kept us informed all the way, we can check the pensions performance anytime we like online.

Review from verified client

May, 2017

Overall

Advice

Service

Value

Based in East Sussex

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

I needed to invest for long-term growth and income.

How has Petra Griffiths helped you?

Petra recommended a suitable platform - based fund and advised and helped ato move my assets across.

Have you seen the outcome you were hoping for?

Yes, I have sufficient income and my capital is growing.

What could they have done better?

Ideally, I would have preferred a monthly income rather than quarterly but I believe these are less generous and there are fewer options in the market.

First impression from a user who is not yet a client

July, 2016

Overall

Please provide a brief comment about your experience with Petra

Very clear and approachable and quick to respond.

Review from verified client

May, 2016

Overall

Advice

Service

Value

Based in East Sussex

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

My previous FSA retired. He recommended an FSA who proceeded to 'churn' various investments. My Accountant gave me Petra's Business Card and we have worked together since.

How has Petra Griffiths helped you?

In the array of areas ticked on the first page. She not only gave professional advice, but listened and supported through a very tense time. or dealing with the Financial Ombudsman Service.

Have you seen the outcome you were hoping for?

Due to the previous FSA, investments have been tied up for 4 years. This has proved to be restricting and frustrating. Petra has endeavoured to keep us afloat during this time.

What could they have done better?

Petra was delivered a restrictive investment situation but accepted this and has strived to get me through it.

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in West Sussex

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

My previous pension companies, refused to tell me where my money was being invested, so I needed an advisor to a) sort out the mess and b) cut through the crap from the companies.

How has Petra Griffiths helped you?

She managed to find out some of the information , then helped me find a company who were open about their investment portfolios and then moved my whole fund to them.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Do better? not a lot, sorry, Petra hits the right note everytime

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Surrey

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

Pension advice.

How has Petra Griffiths helped you?

She guided us through the drawdown process.

Have you seen the outcome you were hoping for?

Yes have been very pleased.

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in London

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

Needed to change my pension to a SIP.

How has Petra Griffiths helped you?

Organised all the transfers and the set up of my new scheme.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing - all good and efficient.

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in West Sussex

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

Honesty & Reliability - good advice.

How has Petra Griffiths helped you?

Over a number of years to provide advice and arrange insurances & pension.

Have you seen the outcome you were hoping for?

Absolutely, totally trust and respect Petra and the advice she gives.

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in East Sussex

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

Set up a company pension.

How has Petra Griffiths helped you?

Found the right pension for me based on my levels of risk and brilliant assistance to facilitate transfer of existing pension. Lots of background research, provided recommendation and clearly explained options.

Have you seen the outcome you were hoping for?

I am now happy that have set up a pension that is affordable to me now and will meet my needs in the future. This is something I have left quite late in life but feel more relaxed that have started to save for my retirement.

What could they have done better?

I didn't find Petra lacking in any area, very friendly and very professional. Will recommend to others in my position.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Surrey

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

My age and circumstances.

How has Petra Griffiths helped you?

Focused on my specific financial needs.

Have you seen the outcome you were hoping for?

So far yes.

What could they have done better?

To date servive has been very good

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in East Sussex

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

We wanted to sort out our finances.

How has Petra Griffiths helped you?

Petra explained everything very well. She made us feel at ease and very comfortable discussing our personal financial matters with her.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in East Sussex

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

I needed guidance regarding my pension provision and retirement planning.

How has Petra Griffiths helped you?

Petra provided very clear and balanced advise which has proved to be extremely helpful.

Have you seen the outcome you were hoping for?

The advice and services have been excellent.

What could they have done better?

Nothing more needed - all done very well indeed

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in East Sussex

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

Originally I took advice from Petra for my company pension scheme but have since used her for an insurance policy and will be using her for our auto enrolment next year.

How has Petra Griffiths helped you?

I think Petra had a full understanding of my requirements and understood my aspirations for both policies.

Have you seen the outcome you were hoping for?

The information that I have received on both the above policies suit my needs.

What could they have done better?

I think as above the information that I have received for both policies suit my needs and if they didn't I wouldn't have instructed on them.

Review from verified client

February, 2016

Overall

Service

Value

Advice

Based in East Sussex

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

Income protection in case my husband or I were unable to work and also to protect the business during this time.

How has Petra Griffiths helped you?

She interviewed us to find out our circumstances and needs and current policies that we were holding. She gave us advice about the kind of products we should think about and why and explained them all. She went out to the whole of the markets to find the most suitable products for us. She came to speak with us on 2 occasions with no charge. She explained how she would be paid clearly and was very open about this.

Have you seen the outcome you were hoping for?

Yes. She has set us up with various policies to protect us to the level that we are comfortable with - this was worked out through discussions with her. They are now in place.

First impression from a user who is not yet a client

August, 2015

Overall

Please provide a brief comment about your experience with Petra

Very useful friendly advice.

Review from verified client

August, 2015

Overall

Advice

Service

Value

Based in East Sussex

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

Approaching retirement age.

How has Petra Griffiths helped you?

Reviewed all of our existing pensions/investments and made recommendatons on what action to take. Upon our agreement she consolidated these investments into a new wrapper and oversaw the movement from existing to new.

Have you seen the outcome you were hoping for?

To early to know.

What could they have done better?

Nothing.

Review from verified client

July, 2015

Overall

Value

Service

Advice

Based in East Sussex

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

Following a serious illness last year and redundancy from work, I needed advice on taking early retirement.

How has Petra Griffiths helped you?

Petra performed a thorough analysis of my financial situation, did research to establish the best ways to invest my pension funds and made her recommendation.

Have you seen the outcome you were hoping for?

I have taken out a Pension Portfolio with Royal London and am very satisfied with the outcome.

What could they have done better?

Very little. Petra kept me informed at all times and I feel she performed with utmost integrity and professionalism.

Review from verified client

March, 2015

Overall

Advice

Service

Value

Based in East Sussex

How has Petra Griffiths helped you?

Petra is without doubt the best financial adviser we have ever had! She is very professional, informative, a lovely lady what's more saved us money with her advise and made our investments perform to our advantage!

What could they have done better?

Don't think Petra could have done anything better.

Review from verified client

March, 2015

Overall

Advice

Service

Value

Based in East Sussex

How has Petra Griffiths helped you?

Very diligent and hard working. Can recommend her advice and guidance highly.

What could they have done better?

Nothing that I can think of!

First impression from a user who is not yet a client

February, 2015

Overall

Please provide a brief comment about your experience with Petra

First impression from a user who is not yet a client

February, 2015

Overall

Please provide a brief comment about your experience with Petra

Petra was punctual, knowledgable and professional. She had some very good advice, I shall be contacting her regarding an IFA contract a little nearer my retirement date.

First impression from a user who is not yet a client

December, 2014

Overall

Please provide a brief comment about your experience with Petra

Very knowledgeable, friendly and professional.

First impression from a user who is not yet a client

November, 2014

Overall

Please provide a brief comment about your experience with Petra

Petra is friendly and professional.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Surrey

How has Petra Griffiths helped you?

Fair, impartial, consistent......... Trustworthy. Petra knows her business and it shows.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in West Sussex

How has Petra Griffiths helped you?

-

What could they have done better?

-

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in West Sussex

How has Petra Griffiths helped you?

Petra was brilliant in advising me through the purchase of my business, ensuring myself and my business partner had the cover needed to protect us individually and the business. I can not recommend Petra highly enough.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in West Sussex

How has Petra Griffiths helped you?

Petra is really easy to talk to. She explains complicated things in a way that makes it easy to understand. She has a great knowledge of the financial market. I rely on her knowledge.

What could they have done better?

I am very happy with everything Petra does for me, I cannot think of anything that she needs to do differently. Keep up the good work!!!!

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in West Sussex

How has Petra Griffiths helped you?

Petra listens to what my requirements are and provides me with solutions, recommendations etc. She has an excellent knowledge of the products and services on the market; identifying the good ones and the poor ones to avoid.

What could they have done better?

Nothing. I am really happy with the service Petra provides.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in West Sussex

How has Petra Griffiths helped you?

Petra, always keeps in contact, regarding all aspects of our finances, keeping us informed of any changes. She is very good and explaining the details and has patience, which to be honest you sometimes need. I would recommend her to friends and family as good Advisor.

First impression from a user who is not yet a client

October, 2014

Overall

Please provide a brief comment about your experience with Petra

She was very helpful, clear and concise - so far. Only just started the ball rolling.

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in West Sussex

How has Petra Griffiths helped you?

I was advised by my lawyer to seek financial advise re a pension split following my divorce! I contacted Petra and arranged a meeting with her. She took the trouble to come to me as I had no transport. Th meeting was about one hour long and in that time she explained and clarified the intricacies of the pension split! I had no hesitation in hiring Petra to do the job that I needed to get done.which she did.i would highly recommend her.

What could they have done better?

Nothing!i was more than satisfied and more importantly,she put my mind at rest.

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in West Sussex

How has Petra Griffiths helped you?

petra is always not only up to date,but generally 'ahead of the game' in financial matters. very personable ,so I always feel well looked after & my money is safe

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in East Sussex

How has Petra Griffiths helped you?

Petra is friendly andcann professional, she took lots of information to get an all round picture of what was suitable for us.

What could they have done better?

Can't think I anything.

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in West Sussex

How has Petra Griffiths helped you?

Very impressed with quality of advice, prompt and friendly service

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in West Sussex

How has Petra Griffiths helped you?

Petra is always a pleasure to deal with. She understands me and my business on a personal level which means I can trust her to give me the advice I need.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in East Sussex

How has Petra Griffiths helped you?

Review from verified client

November, 2013

Overall

Advice

Service

Value

Based in West Sussex

How has Petra Griffiths helped you?

Everything... Always on hand, polite and pleasant, very trustworthy

Review from verified client

November, 2013

Overall

Advice

Service

Value

Based in West Sussex

How has Petra Griffiths helped you?

She is very professional and attentive. So far, the advice I have been given has worked out very well.

What could they have done better?

None

Review from verified client

November, 2013

Overall

Advice

Service

Value

Based in West Sussex

How has Petra Griffiths helped you?

We found Petra to be very efficient in arranging and delivering our requirements.

What could they have done better?

As I was more than happy with the service provided I would be hard pushed to make any comments or suggestions

Review from verified client

November, 2013

Overall

Advice

Service

Value

Based in West Sussex

How has Petra Griffiths helped you?

Petra is very focused and driven and her advice far exceeds my expected requiremtns.

What could they have done better?

Petra provides far more constructive advice than i ask for and is knowledgeable and engaging. I cannot suggest anything that she could do better.