Pete's reviews
Reviewed for
Pensions ( 17 )
Retirement income (annuities, drawdown) ( 6 )
Investments and Savings ( 6 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 2 )
Financial Planning ( 1 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 2 )
£100k - £200k ( 1 )
Up to £50k ( 3 )
Review
by a verified client in Surrey
a month 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
a month 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.
Review
by a verified client in East Sussex
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Parents passing
How has Pete Miller helped you?
To plan & invest
Have you seen the outcome you were hoping for?
Too soon to tell
What could they have done better?
Nothing, very happy with the service, professional & always at hand to answer questions, etc
Review
by a verified client in Kent
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Lack of financial retirement investment experience
How has Pete Miller helped you?
Pete has provided tremendous amount of support and information, not just this year but over many years before I became a fully fledged client.
Have you seen the outcome you were hoping for?
Yes, I’m pleased with the structure and plan implementation that we now have in place.
What could they have done better?
As of today nothing, performance has been exemplary. Incredibly approachable and knowledgeable.
Review
by a verified client in Kent
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Time was running out to consolidate several pension pots for drawdown.
How has Pete Miller helped you?
Pete and the team pulled out all the stops to achieve the above in a limited time frame.yes
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
As far as I'm concerned......nothing