Reviewed for
Insurance and Protection ( 21 )
Mortgages ( 18 )
Pensions ( 100 )
Equity Release ( 8 )
Retirement income (annuities, drawdown) ( 63 )
Auto Enrolment ( 5 )
Investments and Savings ( 95 )
Pension Transfers - Non Specialist ( 24 )
Inheritance Planning ( 29 )
Long Term Care ( 13 )
Pension Transfers - Specialist ( 22 )
Financial Planning ( 39 )
Financial Mentoring ( 10 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 26 )
£200k - £500k ( 18 )
£100k - £200k ( 10 )
£50k - 100k ( 4 )
Up to £50k ( 7 )
( 2 )
Review
by a verified client in Warwickshire
2 days 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.
First impression
by a VouchedFor user
22 days 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
7 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.
Review
by a verified client in Bedfordshire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed a review and management of my retirement arrangements
How has Peter Fulcher helped you?
I have received sound advice on the management of my pension and financial investments
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nil
Peter:
Thank you for taking the time to leave a review - it is much appreciated. I look forward to continuing the good work we have started in the months and years to come.Review
by a verified client in Oxfordshire
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
As I am nearing retirement and unsure of how to create an adequate pension I took advice from Peter.
How has Peter Fulcher helped you?
Peter explained very clearly how I could top up my pension and gain tax refunds at higher rates.
Have you seen the outcome you were hoping for?
Yes I have gained a benefit of at least £40k from taking Peter's advice and I like the way Peter is able to explain the complicated world of Pensions.
What could they have done better?
The service has been excellent and Peter and his team alwys contact you when they say they will and make it easy to have face to face appointments.
Peter:
Thank you for taking the time to leave a review, it is greatly appreciated. It has been a pleasure assisting with help set up your pension.