Peter's reviews
Reviewed for
Insurance and Protection ( 3 )
Pensions ( 32 )
Retirement income (annuities, drawdown) ( 16 )
Investments and Savings ( 31 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 14 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 27 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 4 )
£100k - £200k ( 3 )
£50k - 100k ( 4 )
( 3 )
Up to £50k ( 2 )
Review
by a verified client in Somerset
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recommendation from family member after major change in personal life
How has Peter Dart helped you?
planning a more secure financial future for me after a divorce with regular reviews as my circumstances have settled over the years
Have you seen the outcome you were hoping for?
yes, its on the right track :)
Review
by a verified client in Devon
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
In my younger days I had some insurance policies mature, and I was advised by the insurance agent it may be wise to seek independent financial advice
How has Peter Dart helped you?
Yes, he has moved the advice of my previous financial advisor to a new level.
Have you seen the outcome you were hoping for?
I am happy with the outcomes.
What could they have done better?
I am happy with the advice and service I am receiving.
Review
by a verified client in Cornwall
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To Plan for retirement etc
How has Peter Dart helped you?
He has been very helpful and would recommend him to anyone want a financial advisor.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No I don’t think so.
Review
by a verified client in Devon
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for the future
How has Peter Dart helped you?
Set a clear strategy for retirement
Have you seen the outcome you were hoping for?
Yes, feel confident that retirement is secure
What could they have done better?
Can’t think of anything
Review
by a verified client in Cornwall
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wasn't happy with my old financial advisor and I was recommended to Peter
How has Peter Dart helped you?
He is very clear in what is possible and what outcomes there might be
Have you seen the outcome you were hoping for?
Yes definitely
What could they have done better?
Nothing