Peter's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 1 )
Pensions ( 24 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 8 )
Investments and Savings ( 26 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 5 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 1 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 6 )
£100k - £200k ( 1 )
Up to £50k ( 2 )
£50k - 100k ( 3 )
Repeat review
by a verified client in Bristol
2 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Peter Ward helped you since your last review?
Monitored investments and pension. Recommended new savings accounts
Repeat review
by a verified client in Hampshire
3 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Peter Ward helped you since your last review?
Has remained in touch with telephone calls and meetings for ongoing review, and follow up discussion/meeting regarding Investments changes and decisions taken by us. Believe advice given to have been well considered and options presented.
Review
by a verified client in Wiltshire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Sold house after divorce, had some money in the bank wanted to know how to invest for the future .
How has Peter Ward helped you?
Helped me to find the right level of investment , explaining how to invest for pension
Have you seen the outcome you were hoping for?
Yes
Repeat review
by a verified client in Hampshire
3 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Peter Ward helped you since your last review?
Help with my tax
Repeat review
by a verified client in Bristol
3 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Peter Ward helped you since your last review?
Peter has helped with my pension review and noticed some amendments that were required based on misunderstanding with my current employer pension contribution