Peter's reviews
Reviewed for
Insurance and Protection ( 9 )
Pensions ( 95 )
Retirement income (annuities, drawdown) ( 63 )
Auto Enrolment ( 3 )
Investments and Savings ( 94 )
Pension Transfers - Non Specialist ( 23 )
Inheritance Planning ( 54 )
Long Term Care ( 9 )
Pension Transfers - Specialist ( 13 )
Financial Planning ( 70 )
Financial Mentoring ( 17 )
Financial Coaching ( 7 )
( 2 )
Reviewers' assets
£500k+ ( 35 )
£200k - £500k ( 22 )
£100k - £200k ( 8 )
£50k - 100k ( 2 )
Up to £50k ( 3 )
( 3 )
Review
by a verified client in Nottinghamshire
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Future retirement
How has Peter Frogson helped you?
Explained all the jargon in lamens terms Provided advice on future retirement questions and where best to place our moneys explaining the risks and benefits
Have you seen the outcome you were hoping for?
Yes so far
What could they have done better?
By clearly making us aware of their businesses costs to us eg when transferring from one plan to another
Review
by a verified client in Nottinghamshire
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
planning my Exit strategy from work
How has Peter Frogson helped you?
Helping with collating pensions , investments , isas , tax , retirement income
Have you seen the outcome you were hoping for?
it's early days but looks positive and Petes advice has been invaluable
What could they have done better?
Nothing really i was concerned that meeting only once a year would be insufficient but 5 years in i don't think it's an issue . Pete has always been on the end of the phone if I wanted anything
Review
by a verified client in Derbyshire
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Nearing retirement
How has Peter Frogson helped you?
Pension and drawdown planning
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
None
Review
by a verified client in Nottinghamshire
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice and financial planning re inheritance tax
How has Peter Frogson helped you?
He has helped myself very much and pointed me in the right direction for future planning etc.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Everything has been excellent.
Review
by a verified client in Buckinghamshire
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Peter was recommended to me by my existing adviser as he at the time was able to support a transfer out to drawdown from my Sony Music DB scheme
How has Peter Frogson helped you?
Peter has since helped me with those investments for last 8/9 years
Have you seen the outcome you were hoping for?
It was an unknown world for me from a personal point of view and I wasn’t sure what to expect even with my own pension trustee experiences of many years standing - Peter provided that support along with my prior adviser from St. James’s Place.
What could they have done better?
Perhaps provide now more detailed/better modelling for pension drawdown and investments planning now over a timeline to end of life ? Particularly taking into account inflation pressures etc