Reviews

Looking for a qualified Financial Adviser who was able to facilitate a potential Transfer from an old Final Salary scheme. Pete was able to not only facilitate the transfer to a more flexible money purchase arrangement, but also to explain in simple terms the different options available, following the recent legislative changes in April. I am now transferred from my old Final Salary scheme into the More flexible Money Purchase arrangement.

I needed advice as I wanted to transfer an occupational pension into a personal pension scheme, in light of the recent change in pension legislation. I was approaching an early retirement deadline and it is necessary to get advice before my work scheme would enact any transfer. Pete Miller understood my needs and spoke extensively with me before even offering or suggesting any particular course of action, in fact he was initially more cautious than me in what I wanted to achieve. He explained things in a way I understood, even allowing for the fact that I felt I was pretty knowledgeable in the matter. Based on my attitude to risk which was carefully measured, he produced a comprehensive report on investment choices and recommendations. I have the outcome I was hoping for, especially given the tight deadline that was involved. I have full documentation of what was discussed and agreed. I have a modest sum of money available to me whilst having my pension pot invested in areas I am happy with. There were other unforeseen benefits I realised, only after having Pete Miller's advice. I can monitor online how my investments are doing will have ongoing reviews with my adviser in the future. A good start so far. I felt my adviser calmly shared all the facts I needed, even when I asked several times about a topic I didn't quite follow first time out. I can't think of any thing he could have done better.

Mr Pete Miller gave me a full and totally understandable review of my pension status and then undertook the work to transfer my pensions to a pension plan which is suitable for my requirements. He was thorough and acted in a very diligent fashion. I was very happy with the review and the way my arrangements were handled throughout. I was kept informed at every stage

Peter explained everything I needed to know and be aware of. Contact and meetings meet with curtius and professionalism, reacted calmly and in a professional manner after my numerous calls and e-mails.

Pete is a very knowledgeable and proficient advisor who listens carefully to your requirements and takes time to work with you to understand your current and future circumstances and your objectives. He then constructs a detailed report that clearly identifies the options that are open to your personal circumstances .I would confidently recommend Pete as a competent and diligent adviser for those wanting to ensure they enhance and protect their financial situation and institute the correct course of action to achieve this.