Richard's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 60 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 51 )
Investments and Savings ( 60 )
Pension Transfers - Non Specialist ( 17 )
Inheritance Planning ( 29 )
Long Term Care ( 16 )
Pension Transfers - Specialist ( 13 )
Financial Planning ( 70 )
Financial Mentoring ( 23 )
Financial Coaching ( 10 )
Reviewers' assets
£500k+ ( 28 )
£200k - £500k ( 15 )
£100k - £200k ( 4 )
Up to £50k ( 1 )
( 2 )
£50k - 100k ( 2 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Northamptonshire
a day ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Future retirement plans
How has Richard Peters helped you?
Giving me confidence to achieve my retirement plan
Have you seen the outcome you were hoping for?
Yes very much so
What could they have done better?
Nothing perfectly happy with all the advice
Richard:
Thank you for your kind review. It’s been a pleasure helping you plan for your retirement, and I’m delighted that the advice and clarity provided has given you the confidence to work towards achieving your goals. Knowing that you’re happy with the advice and that we’ve achieved the outcome you were hoping for is wonderful to hear. I look forward in continuing to supporting you and I wish you all the very best for the future.Review
by a verified client in Warwickshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning retirement
How has Richard Peters helped you?
Richard has help us review our finances and plan for our future lives.
Have you seen the outcome you were hoping for?
Yes I can see now we have a clear plan
What could they have done better?
I cannot think of something missed or not covered we gave frequent dialogue on any questions
Richard:
Thank you very much for your kind review. It was a pleasure to help you review your finances and put a clear plan in place for your retirement and future. I’m particularly pleased to hear that you now feel confident about the direction you’re heading in. Regular dialogue and being available to answer questions are an important part of our approach, so it’s great to know that you felt well supported throughout the process. As a Chartered and Certified Financial Planner, I am passionate about helping clients live their lives to the full through Lifestyle Financial Planning. My approach is centred around bespoke, personalised planning, with you at the heart of every recommendation and decision. Thank you again for taking the time to share your experience. I look forward to continuing to support you and helping you make the most of the years ahead.Review
by a verified client in Northamptonshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance advice and working out when to retire based on multiple pensions with unknown options for both myself and my wife
How has Richard Peters helped you?
Richard has provided clarity at each meeting, and as circumstances have changed, he has been able to offer relevant and prudent advice and suggestions
Have you seen the outcome you were hoping for?
So far, so good. Richard has demonstrated that the funds invested have performed as expected, and the transparency is reassuring
What could they have done better?
Nothing
Richard:
Thank you for taking the time to leave such a positive review. It’s been a pleasure helping you and your wife bring clarity to your pension options, retirement planning and inheritance considerations. I’m particularly pleased to hear that the advice and ongoing reviews have provided reassurance as your circumstances have evolved. Helping clients understand their options and make informed decisions is at the heart of our approach to lifestyle financial planning. Our local office is based near Towcester, Northamptonshire. As a Chartered and Certified Financial Planner, I strive to help clients live their lives to the full. Lifestyle Financial Planning and bespoke personalised planning has you at the centre. I look forward to continuing to support you both as you plan for the next chapter and make the most of your financial future.Review
by a verified client in Northamptonshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I can't remember
How has Richard Peters helped you?
Richard has kept me on the straight and narrow
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing everything is fine just the way it is
Richard:
Thank you so much for taking the time to leave such a lovely review. It’s great to hear that you feel everything is working well and that I’ve helped keep you on the straight and narrow. I’m really pleased that you’ve seen the outcome you were hoping for. Your feedback is greatly appreciated, and it’s been a pleasure supporting you along the way.Review
by a verified client in Oxfordshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To have certainty about our financial future & enable us to make informed decisions
How has Richard Peters helped you?
Very simply, Richard has enabled us to make decisions about our future, that have been genuinely life-changing, and now gives us confidence that we can maintain our life style in an informed, & easy to understand manner.
Have you seen the outcome you were hoping for?
Yes
Richard:
hank you so much for taking the time to leave such a thoughtful review. It has been a pleasure working with you, and I'm delighted to hear that you feel more certain and confident about your financial future. Helping clients gain clarity about how much they need to live the life they want is at the heart of what I do. As a Certified and Chartered Financial Planner based near Towcester, Northamptonshire, my aim is to simplify complex financial decisions, so you can move forward with confidence and genuine peace of mind. It's incredibly rewarding to know that our work together has had such a positive and life-changing impact, and that you now feel able to make informed decisions with confidence. Thank you again for placing your trust in me. I look forward to continuing to support you and your family as your goals and circumstances evolve over the years ahead.