In 2016 we retired to Norfolk from Derbyshire and wanted someone local to help with our financial matters. We engaged Peter before actually retiring and moving so he would be better placed to advise on retirement planning. Peter has advised us on a range of issues including pensions / retirement planning & investments. Some people honestly believe that they can take care of their own finances and to employ an advisor is a waste of money. Peter has blown such thinking out of the water as far as we are concerned. He has regularly been able to advise us of factors relating to, for example, tax and retirement planning that we could not have even thought of ourselves. The fees he has charged over the years have been easily paid for through the added financial value his advice has brought. Peter is not only very clearly accomplished in his field but also has a friendly, patient yet professional approach to clients which means he can explain quite complex financial issues in simple languag

My husband had an imminent annuity maturing and I needed financial advice on my investments. Peter helped us with my husband’s annuity, explaining patiently and clearly. He listened to our needs and acted upon them, guiding us where necessary. He has also become my adviser, sorting out investments to my best advantage. He has always kept us well informed and provided us with a well managed future.

My employer started a pension scheme, I wanted it to be in my control so Peter set it up for me. He also consolidated mine and my wife’s separate plans to maximise their benefits. Peter was great in setting up pension plans and also helped us to make withdrawals from various investments to fund our emigration to Australia. Peter’s advice and his professional demeanour were, and still are, faultless.

Having taken early retirement from the NHS I wanted advice about taking out a private pension. Peter helped me find a private pension. There is nothing he could have done better.