Richard's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 52 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 44 )
Investments and Savings ( 54 )
Pension Transfers - Non Specialist ( 16 )
Inheritance Planning ( 26 )
Long Term Care ( 14 )
Pension Transfers - Specialist ( 13 )
Financial Planning ( 62 )
Financial Mentoring ( 21 )
Financial Coaching ( 10 )
Reviewers' assets
£500k+ ( 25 )
£200k - £500k ( 13 )
£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
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The previous financial adviser stopped leaving me with a need to seek assistance elsewhere. After meeting with a few providers, Fortitude as it was then was a clear preference. One decision I am very pleased to have made.
How has Richard Peters helped you?
Richards wholistic approach to what I need financially in order to live the life style I want has been and continues to be very reassuring. With the support of his team I no longer worry or indeed think about these issues.
Have you seen the outcome you were hoping for?
Yes!
What could they have done better?
I do not know. I am happy as things are.
Richard:
Thank you Peter for your kind words—I really appreciate you taking the time to share your experience. I’m delighted to hear that, after exploring a number of options, you felt confident in choosing to work with us. Knowing that this has been a decision you’re pleased with is incredibly rewarding. It’s especially good to hear that the holistic approach to your financial planning has given you reassurance and peace of mind. Helping you gain clarity and confidence in your financial decisions—so you can focus on enjoying the lifestyle you want—is exactly what I aim to achieve. As a local Chartered Financial Planner and Certified Financial Planner based near Towcester, building trusted, long-term relationships is at the heart of what I do, all supported by a great team! I look forward to hearing more about your sailing!Review
by a verified client in Northamptonshire
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband wanted an honest financial adviser who would guide us wisely so Richard was highly recommended.
How has Richard Peters helped you?
He has provided ways to manage our investment and we have seen improvements in our investment.
Have you seen the outcome you were hoping for?
Yes, we have seen good outcome.
What could they have done better?
I have no complaints. They have done great.0
Richard:
Thank you Helen for your kind words—I really appreciate you taking the time to share your experience. It’s fantastic to hear that you came to me through recommendation and that you’ve found the advice helpful in managing your investments. I’m especially pleased that you’ve achieved the outcomes you were hoping for. As a local Chartered Financial Planner and Certified Financial Planner based near Towcester, my aim is to provide proper financial planning that gives you clarity and confidence to make informed decisions, helping you live the life you want to live. It’s therefore very rewarding to know this has been your experience.Review
by a verified client in Warwickshire
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Need to plan retirement
How has Richard Peters helped you?
Richard has provided a lifestyle plan by assessing my current pensions, then arranging to consolidate into one place using my existing provider. Then a full assessment of all my assets plus a real review of the life my wife and I want to have resulting in a real plan for our future which gives us real confidence about our future.
Have you seen the outcome you were hoping for?
Yes a have seen good returns from our pensions based on a mix of investments based on our risk profile. Then every year we have a full detailed review which we attend at Richard’s office.
What could they have done better?
Nothing we are aware of, nothing has come up in the three years we’ve been working with Richard
Richard:
Thank you, Rob, for taking the time to leave such a thoughtful review and for placing your trust in us over the past three years. It is greatly appreciated. I am pleased to hear that the lifestyle planning approach, pension consolidation and ongoing forward planning meetings have helped give you and your wife greater clarity and confidence about your future retirement plans. Building a bespoke financial plan is about far more than investments alone, so it is encouraging to know that the work we have done together around your long-term goals and desired lifestyle has provided clarity, reassurance, direction and confidence. As both a Chartered Financial Planner and Certified Financial Planner professional, I believe in providing a highly personalised service supported by a knowledgeable team, alongside the use of lifetime cashflow modelling to help clients make informed decisions with confidence. Thank you again, Rob. I look forward to continuing to support you and your family in the years ahead.Review
by a verified client in Northamptonshire
25 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Peace of mind and look after my future when I retire
How has Richard Peters helped you?
Excellent advice for my retirement
Have you seen the outcome you were hoping for?
Yes absolutely
What could they have done better?
Everything is perfect for my lifestyle
Richard:
Thank you, John, for taking the time to leave such a thoughtful review. It is greatly appreciated. I am pleased to hear that you feel everything has worked perfectly for your lifestyle and that the advice and support provided have given you peace of mind as you plan for retirement. Helping clients feel confident about their financial future is always my priority, so it is rewarding to know you have seen the outcomes you were hoping for. Retirement planning is about much more than finances alone. It is about creating long-term security, clarity and reassurance, while keeping things straightforward and easy to understand throughout the process. I am also grateful for your comments regarding the advice you have received. With many years of experience helping clients navigate retirement planning, I aim to provide clear guidance, expert knowledge and a simple approach that allows clients to make informed decisions with confidence. Thank you again for your trust and support, John. I look forward to continuing to help you achieve your long-term financial goals in the years ahead.Review
by a verified client in Cornwall
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Many years ago we fel that we needed to plan more for our retirement and following one poor selection of company we moved to Perspective.
How has Richard Peters helped you?
Patient help, guidance and advice.
Have you seen the outcome you were hoping for?
yes
What could they have done better?
Not much needed.
Richard:
Thank you for taking the time to share your experience and for your continued trust over the years. It is particularly rewarding to hear that, following an earlier disappointing experience elsewhere, you felt confident in moving to us and that we have been able to support you more effectively. You now have clarity of your financial future through your bespoke lifetime cashflow model, and you can move forwards with confidence knowing you are living a great life! Your comments about the patient guidance and advice you have received are greatly appreciated. We believe that clear, considered support is essential when planning for retirement, and it is encouraging to know this approach has helped you feel confident in your financial decisions. We are also pleased that you have achieved the outcomes you were hoping for. Our focus remains on delivering a bespoke, personalised service with high standards of professionalism, supported by a collaborative team approach and the reassurance of a local office in Towcester. Thank you again for your kind feedback. We look forward to continuing to support you in the years ahead.