Christopher Peters

What were the circumstances that caused you to initially look for an adviser?

Coming up to retirement I required financial advice regards a number of pension related options

How has Christopher Peters helped you?

Chris has provided advice, guidance and assistance across a number of financial related matters.

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

I was getting close to retirement and I had a number of different pension funds with different providers, which I had collected over many years. I was unsure how to maximise the total investment, and also I wanted to consolidate my pensions into one easily managed pension with the drawdown flexibility to meet my needs.

How has Christopher Peters helped you?

Chris has worked with me and found a pension to meet my needs without either being overly technical or being pushy.

Have you seen the outcome you were hoping for?

Yes, I can see the full value of my fund in one place, which is a leading provider. I have seen double digit growth over the last 12 months.

What were the circumstances that caused you to initially look for an adviser?

I needed security that my money was being invested wisely.

How has Christopher Peters helped you?

Peace of mind

Have you seen the outcome you were hoping for?

It is ongoing but he says I can gift more to my family.

What could they have done better?

I don't like being asked to complete forms analysing my income and expenditure but he is willing to do this for me if I send bank and credit card statements.

What were the circumstances that caused you to initially look for an adviser?

Advisors understand and give specialist advice.

How has Christopher Peters helped you?

Giving advice concerning drawdown and retirement income.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I don't think that they could have done.

What were the circumstances that caused you to initially look for an adviser?

Approaching later stages of career and wanted to check we were on target for early retirement

How has Christopher Peters helped you?

Chris has given us clarity on where we sit financially against our retirement goals, which in turn has given us confidence that we are on track. He has been open and flexible with us as our requirement and situations have changed. His investment advice has proved to be sound after the first year. Chris is always responsive, very approachable and easy to work with.

Have you seen the outcome you were hoping for?

Yes, see above.

What could they have done better?

Nothing obvious at this stage

What were the circumstances that caused you to initially look for an adviser?

I had various pensions savings in different accounts and I thought it was about time that I got my finances in order.

How has Christopher Peters helped you?

Chris has helped and advised in what i should do with my pensions, which ones should and shouldn't be moved .. Where i should move my savings to make them work better for me

Have you seen the outcome you were hoping for?

Yes , obviously the main motivator for me, was to increase my pension pot and my savings, this has been achieved so I am very happy with this.

What were the circumstances that caused you to initially look for an adviser?

After reading Guy Myles articles in the Independent newspaper I contacted Flying Colours for more information concerning SIPP pensions.

How has Christopher Peters helped you?

By providing the information and assistance I required.

Have you seen the outcome you were hoping for?

Yes, I have.

What could they have done better?

I don't think so.

What were the circumstances that caused you to initially look for an adviser?

I was considering early retirement and needed advice on how to secure an appropriate retirement income and to achieve reasonable outcomes for investing my savings.

How has Christopher Peters helped you?

Chris produced a report based on my financial status, current income and future savings profile that I provided him. This resulted in me going forward with his recommendations.

Have you seen the outcome you were hoping for?

Following the implementation of the plan some 10 months ago I have achieved my initial financial goals and my investments have returned more than expected.

What could they have done better?

I don’t think there was anything that Chris could have done better as the outcome so far has achieved a better return than I had expected. All information provided was clear and concise and all my questions were clearly answered allaying any concerns.

What were the circumstances that caused you to initially look for an adviser?

My son was concerned that I would have enough money to pay for care if needed, and he put me in touch with Flying Colours.

How has Christopher Peters helped you?

Investing in Investment Bond and ISA

Have you seen the outcome you were hoping for?

Yes

Please provide a brief comment about your experience with Christopher

Knowledgeable, easy to understand, to the point and Chris came across as extremely trustworthy, someone honest that is good to be advised by!

What were the circumstances that caused you to initially look for an adviser?

I needed professional help in planning for the future in respect of investments, provision for pension income and IHT advice

How has Christopher Peters helped you?

Christopher has listened to my concerns and questions giving each topic his considered professional advice, explaining in detail the course of action required.

Have you seen the outcome you were hoping for?

I have followed his advice given and all monitored financial areas are performing well under his guidance.

What could they have done better?

I cannot think of anything that can improve the service given.

Please provide a brief comment about your experience with Christopher

I approached Flying Colours last year and Chris was intoduced as my advisor. As a beginer to investment and approaching my pnsion age I was fortunate to be connected to him. Having lots of question about my future finance and worrying about my family after I am gone; he helped my in understanding the alternatives to my pension investments and also my family future money worries. I strongly recommend him as an honest advisor .

What were the circumstances that caused you to initially look for an adviser?

Wanting to best money I inherited

How has Christopher Peters helped you?

To optimise growth of my money whilst minimising IHT and allowing for drawdown of income if necessary

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Too handle my pre retirement financial plan

How has Christopher Peters helped you?

Christopher guided me through the complex selection of a sustainable pension fund that exceeded my expectations and enabled me too retire early through ill health in a very professional manner, outstanding.

Have you seen the outcome you were hoping for?

I have been been able retire due too ill health that surpassed my expectations.

What could they have done better?

Every expectation was exceeded, perfect service.