Richard's reviews
Reviewed for
Pensions ( 27 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 24 )
Investments and Savings ( 30 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 13 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 35 )
Financial Mentoring ( 14 )
Financial Coaching ( 4 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 5 )
£100k - £200k ( 3 )
( 1 )
Up to £50k ( 1 )
£50k - 100k ( 1 )
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 Warwickshire
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Large amount of money to invest
How has Richard Peters helped you?
Make money available to me in tax efficient ways and give advice on many financial matters when needed
Have you seen the outcome you were hoping for?
Yes, I am confident with how my money performs
What could they have done better?
Nothing right now
Richard:
Thank you for your review. I'm so pleased that you feel confident. t's great to help support you in living the life that you want and being able to ensure that your money is available to you at the right time in a tax efficient way.Review
by a verified client in Northamptonshire
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My previous Financial advisor was extremely difficult to communicate with.
How has Richard Peters helped you?
Changing to Richard has been like a breath of fresh air. Easy communication. Explains everything in a way I can understand and is extremely helpful
Have you seen the outcome you were hoping for?
Definitely
What could they have done better?
Not at all
Richard:
Thank you, Joanna, for your lovely review. It's very much appreciated. You have been through a distressing time with your previous advisor. I remember the time when we first met and how worried you were. Over time, we developed our relationship and I'm pleased that you have found your experience with Fortitude Financial Planning a "breath of fresh air"! This is such an honour! As a team, we try our best to communicate with all clients in an understandable way and seek the best way to support clients. We will continue to support you living your best life!Review
by a verified client in Northamptonshire
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Previous adviser ceased advising.
How has Richard Peters helped you?
Richard has very compentently taken me through my financial needs, matched them against my resources and recommended the way forward with advice I fully understand.
Have you seen the outcome you were hoping for?
In truth it is too early to see any outcome. That said I have great confidence in the advice, am comfortable with taking that advice and see no reason that the outcomes predicted will not be achieved.
What could they have done better?
When my previous adviser ceased I looked at a number of financial services businesses but Richard Peters and Fortitude were head and shoulders above the others. The family atmosphere of the team, its speed of response and the quality of the support is such that I have no idea how they could do better.
Richard:
Thank you Peter, for your review. It's been a difficult road for you since your previous financial advisor ceased. You could have chosen any financial service business, but you put your trust in us! As a local Chartered Financial Planning firm near Towcester, Northamptonshire, I'm really pleased that you believe that we are "head and shoulders" above the others. I'm delighted that you feel the family atmosphere of the team. We pride ourself on speed of response and the team will help you every step of the way. We will work with you to help you live your best life possible with your money.Review
by a verified client in Warwickshire
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to resolve multiple pensions and establish a life plan
How has Richard Peters helped you?
Richard provided a very comprehensive financial lifestyle review, consolidate all my pensions and construct a life plan based on sound financial planning
Have you seen the outcome you were hoping for?
Yes, we have a clear plan for the future, have consolidated all my pensions with easy planning for ongoing management, more importantly we have surity of our financial future
What could they have done better?
Nothing of note
Richard:
Thank you, Rob for leaving a review for us. It's very much appreciated! I remember when we first met you wanted to know 2 things: 1. How much money you need to live a great life for the rest of your lifetime. 2. Understand existing assets to see if they're in the right place in readiness for when you choose to stop work. We created your comprehensive bespoke Lifetime Cashflow Model and this gave you the clarity that you needed to answer the question: How much is enough?! The financial planning has given you freedom, knowing that you could stop work now if you wanted to. You now have the surity of your financial future.Review
by a verified client in Northamptonshire
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed our pensions assessing with a view to ascertaining when and if we could retire early.
How has Richard Peters helped you?
Richard helped us realise our ambitions and desires planning our financial furture for us.
Have you seen the outcome you were hoping for?
Absolutely yes.
What could they have done better?
Nothing really.
Richard:
Thank you Keith, for your review. It's very much appreciated! I remember the time when you and Trish became clients and that WOW moment! We created your bespoke Lifetime Cashflow Model and it just so happened that this gave you the clarity you needed - You could stop work immediately! How great was that! We both were emotional! It's been great journeying with you over the years, supporting you to live your best life....so much so that you have decided to emigrate to Spain! That's so wonderful and I wish you all the very best for your new life!