Friendly and personal advice. We aim to translate the jargon into language that all can understand
What our clients say
'I needed advice on what to do with my pension but was nervous about approaching an IFA. I am so glad I contacted Peter as he took time to find out what sort of investments would suit my attitude to risk and was also able to explain complicated matters in an easily understandable way.
I was very pleased with the options he suggested to me and would not have known about these without his help. My wife and I feel reassured to know that Peter actively monitors our investments and I would thoroughly recommend the use of his wide ranging knowledge and expertise'
Following the clear advise from Pension-Wise to seek help from an Independent Financial Adviser,
I was able to contact Peter Atkins using the <url hidden> website.
Of the various Advisors I contacted after my initial search, Peter appeared to respond more genuinely to my concerns.Peter's advice was professional, straightforward, understandable and considered.
After a detailed analysis of my personal finances and attitude to life, we decided to adopt a moderate approach to investment risk. Good decision. It has paid dividends.
Thank you Peter.
Peter took time to identify my needs and risk profile and gave me time to reflect on his recommendations without any pressure. I feel confident that my pension investment is in good hands
I would like to say thank you for all your invaluable help in the last few weeks. You have been managing my investments for three years now, and have always given me clear and sound advice. It is also very reassuring to know that you are keeping a watching brief on my affairs.
At our last meeting in September, it was interesting to listen to your words of wisdom re Income Tax and especially bringing me up to date with Inheritance Tax. It's given me a lot to think about.
Thank you as always.
When I decided that I needed to sort out my pension, Peter was recommended to me by an associate. He proved to be very knowledgeable, professional and guided us through the process. He is also an exceedingly amiable person who is a pleasure to deal with and manages to explain the options in a language that his clients can understand.
We have been very satisfied with the advice and support that Peter has given us in relation to pension choice and investment services. He provides an efficient service with sound advice. He answers queries promptly and keeps in touch on a regular basis, We are more than happy to recommend his services.
Peter has been advising us for 3 years to help achieve the agreed targets on two investment portfolios he manages. To date we have exceeded our initial targets and have always found Peter to be knowledgeable and pragmatic on the options available to us within the portfolios. He always take in to account our overall financial status to ensure we have a balanced risk profile across the range investments we have.
I was given Peter Atkins name as someone who could help me with my pension and retirement plans. I have several pension pots and prior to meeting with Peter I really did not understand much about the pensions I have and the options available to me.
He gave advice that enabled me to understand my options, acting as my IFA Peter helped me to obtain a lump sum from one pension pot and setup an investment account for the remainder of the funds. I have found Peter to be very professional and helpful.
Following your clear and helpful advice on my investment portfolio recently I am writing to express my grateful thanks.
You took the time to visit, to explain clearly all of the options available and sent a written report in a very timely manner.
The report was so well written and the jargon, of which there seems to be rather a lot in the investment industry, so well explained I had very few questions before we were able to proceed.
Peter initially helped us with a pension drawdown and a recalcitrant pension company. He chased up regularly and gave us frequent updates until the transaction took place. He advises us in a clear and concise way about finances and pension, again initiating updates. He is professional and friendly in his approach and is now one of our ‘go to’ people.
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
Where to find us
Head office address: 58 Holmes Avenue, Hove, BN3 7LD