Peter's reviews
Reviewed for
Insurance and Protection ( 22 )
Mortgages ( 18 )
Pensions ( 102 )
Equity Release ( 8 )
Retirement income (annuities, drawdown) ( 64 )
Auto Enrolment ( 5 )
Investments and Savings ( 97 )
Pension Transfers - Non Specialist ( 25 )
Inheritance Planning ( 30 )
Long Term Care ( 14 )
Pension Transfers - Specialist ( 24 )
Financial Planning ( 41 )
Financial Mentoring ( 11 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 27 )
£200k - £500k ( 19 )
£100k - £200k ( 10 )
£50k - 100k ( 4 )
Up to £50k ( 7 )
( 2 )
Review
by a verified client in Middlesex
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To combine my investments and pension into one place so it's easier to manage
How has Peter Fulcher helped you?
Peter Fulcher helped me manage my Self invested Pension, stocks and shares ISAs, and other investment savings into one place. He also provided my with really clear forecast options helping me decide when to retire on what income.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
They could not have done anything better. The problem is more with the uncertainty of the stock markets.
Peter:
Thank you for your kind feedback. I'm really pleased to hear that you're happy with the outcome and that the consolidation and planning support have been helpful.Review
by a verified client in Warwickshire
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
For more than 30 years Peter has been my PFI starting with funds for a house purchase in the 1990's.
How has Peter Fulcher helped you?
He has always been there to help and assist with monetary matters no matter what life has thrown at me and my family.
Have you seen the outcome you were hoping for?
Absolutely, looking forward to moving to retirement in a few years.
What could they have done better?
Nothing. Exceptional work by him and his team.
Peter:
Thank you very much for leaving a review, we're all very appreciative at BPI.Review
by a verified client in Warwickshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have had quite a few advisors over the years. I can say with absolute confidence he is right up there with the best advice I have ever had.
How has Peter Fulcher helped you?
Stabilising and planning my finances for now and the future.
Have you seen the outcome you were hoping for?
I can say that things from my point of view are going in the right direction.
What could they have done better?
Nothing comes to mind at all.
Peter:
Thank you so much for your review, we appreciate it. It’s truly been a pleasure working with you and Fiona over the years.First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Peter
Peter made of feel really comfortable at our meeting and explained options to me in a way that was easy and clear to understand. I would highly recommend Peter
Peter:
Thank you for your valuable review; we truly appreciate it and look forward to working with you.First impression
by a VouchedFor user
9 months ago
Overall
Please provide a brief comment about your experience with Peter
Warm personality, good knowledge of the subject discussed, fees a bit unclear.