Pete's reviews
Reviewed for
Pensions ( 19 )
Retirement income (annuities, drawdown) ( 9 )
Investments and Savings ( 6 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 2 )
Financial Planning ( 1 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 2 )
£100k - £200k ( 2 )
Up to £50k ( 4 )
Review
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed specialist and independent advice on my pension options including buying an annuity
How has Pete Miller helped you?
Peter was extremely thorough in working out which options could work best for me given my circumstances
Have you seen the outcome you were hoping for?
Peter advised me well and this took a lot of the stress and anxiety away from assessing my options and getting the best solution
Review
by a verified client in Kent
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed advice on annuities,
How has Pete Miller helped you?
Has been a great company to deal with, both Peter and Melissa, had the options clearly explained to me, and any query was dealt with promptly and efficiently,
Have you seen the outcome you were hoping for?
Yes all now in place and up and running, excellent service,
What could they have done better?
Have no criticism of the service provided, the whole experience was easy and quick ?
Review
by a verified client in London
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Total ignorance of my options as I approached retirement
How has Pete Miller helped you?
Set out the options clearly and talked me through the potential benefits and drawbacks of each, specific for my circumstances.
Have you seen the outcome you were hoping for?
Waiting to see how the fund performs, , but he helped me make an informed decision
What could they have done better?
Service was first class.
Review
by a verified client in Surrey
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking for a pension adviser
How has Pete Miller helped you?
He guided me through the process of getting a pension set up
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Kent
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approaching 65 and looking for a guaranteed income.
How has Pete Miller helped you?
Helped me to get an annuity.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
The whole process was excellent.