Peter Davies

Please provide a brief comment about your experience with Peter

Immediate response and very helpful so far. Only had an initial call at this stage.

What were the circumstances that caused you to initially look for an adviser?

Retirement

How has Peter Davies helped you?

Helped us find the best products available and relevant for our financial future. He gave us detailed advice and explanations that we as pensioners could easily understand! He is always available to answer any ongoing concerns we may have.

Have you seen the outcome you were hoping for?

Considering general financial climate we have indeed.

What could they have done better?

We don’t think we could have done better

What were the circumstances that caused you to initially look for an adviser?

We were looking to invest in financial portfolios with a view to gaining long-term returns and security.

How has Peter Davies helped you?

He has helped us to invest in financial portfolios, explaining carefully every step along the way.

Have you seen the outcome you were hoping for?

yes we have seen a return on our investments.

What were the circumstances that caused you to initially look for an adviser?

Inheratance money

How has Peter Davies helped you?

Very knowligable

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Due to inheritance, I required excellent financial advice re investments and planning. A respected professional colleague of my husband's recommended Peter highly to us.

How has Peter Davies helped you?

Peter has helped me and my deceased husband over many years to reflect on our financial needs, to help plan ahead, to maximise our savings and investments. He has always listened carefully and empathetically and responded with excellent advice. He has always kept in touch with us and responded immediately to any concerns we raised.

Have you seen the outcome you were hoping for?

Yes. Peter has helped us produce the outcomes we hoped for.

What could they have done better?

I have no criticism at all of Peter.