How has Pete Miller helped you?
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.
What could they have done better?
I would encourage just a regular follow up/ newsletter/email on changes in legislation that may impact that individual.
How has Pete Miller helped you?
Very helpful from start to finish on all aspects of UK pensions.
What could they have done better?
Nothing, excellent service.
How has Pete Miller helped you?
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.
What could they have done better?
None as my advice was dealt with proactive approach and advice.
How has Pete Miller helped you?
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
What could they have done better?
It could not have been handled better.
What were the circumstances that caused you to initially look for an adviser?
Looking for a qualified Financial Adviser who was able to facilitate a potential Transfer from an old Final Salary scheme.
How has Pete Miller helped you?
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.
Have you seen the outcome you were hoping for?
I am now transferred from my old Final Salary scheme into the More flexible Money Purchase arrangement.
What were the circumstances that caused you to initially look for an adviser?
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.
How has Pete Miller helped you?
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.
Have you seen the outcome you were hoping for?
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.
What could they have done better?
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.
What were the circumstances that caused you to initially look for an adviser?
Provided excellent pensions advice
How has Pete Miller helped you?
Comprehensive review
Have you seen the outcome you were hoping for?
Abolsutely
What could they have done better?
no. really good
What were the circumstances that caused you to initially look for an adviser?
I was about to retire and needed advice on how to manage my final salary pension.
How has Pete Miller helped you?
Pete firstly took the time to make sure he had a full understanding of my individual circumstances and my goals. He then produced a range of options, and explained the pros and cons of each. The information was presented in a very neutral unbiased manner, allowing me to reach the decision that was right for me.
Have you seen the outcome you were hoping for?
Yes, absolutely!! The plan is working extremely well and Pete is really helpful with follow-up questions.
What could they have done better?
I can't think of anything that could have been done better.
What were the circumstances that caused you to initially look for an adviser?
Looking for professional advice re our long term savings and also pension advice for planning for our retirement. We were recommended Peter Neal by friends who used your services and were extremely pleased with the service you provided to them.
How has Pete Miller helped you?
Pete helped us to understand how our pensions could be used to achieve our retirement goals. He also helped us to invest some savings to provide us with additional tax free funds to supplement our existing income.
Have you seen the outcome you were hoping for?
Not yet - it is too soon to comment.
What were the circumstances that caused you to initially look for an adviser?
Transfer of defined benefit pension
How has Pete Miller helped you?
Explained pros and cons of transfer gave advice on what was best in pit circumstances
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Service was quick and efficient wouldn’t change anything
What were the circumstances that caused you to initially look for an adviser?
I needed help with my pension
How has Pete Miller helped you?
Pete was very helpful in explaining my options with regards my pension pot.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Pete was extremely helpful and explained everything. There was nothing he could have done better.
What were the circumstances that caused you to initially look for an adviser?
seeking best flexible pension
How has Pete Miller helped you?
Covered all aspects of drawdown options and consequences
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
All very good
What were the circumstances that caused you to initially look for an adviser?
I needed help to get pension advice
How has Pete Miller helped you?
Pete has been a godsend in the dealings with my pension companies and the subsequent pension transfers. I could not have done what he achieved fir me on my own
Have you seen the outcome you were hoping for?
The outcome was more than I had hoped for
What could they have done better?
Nothing you cannot improve on an already excellent service
What were the circumstances that caused you to initially look for an adviser?
Redundancy from long term employement and retirement planning.
How has Pete Miller helped you?
Pete walked myself and my wife through the (very) complicated process of the various forms of pensions and investments.
Have you seen the outcome you were hoping for?
Too early to give a definitive answer to that question.
What could they have done better?
I don't think they could have done any better.
What were the circumstances that caused you to initially look for an adviser?
Time was running out to consolidate several pension pots for drawdown.
How has Pete Miller helped you?
Pete and the team pulled out all the stops to achieve the above in a limited time frame.yes
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
As far as I'm concerned......nothing
What were the circumstances that caused you to initially look for an adviser?
Initially redundancy.
How has Peter Neal helped you?
Collating all my pensions into a SIPP.
Have you seen the outcome you were hoping for?
Employed. So far so good!.
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for an adviser?
Received enhanced transfer value.
How has Peter Neal helped you?
Moving pension into prosper sip.
Have you seen the outcome you were hoping for?
Yes.
What were the circumstances that caused you to initially look for an adviser?
Retirement planning.
How has Peter Neal helped you?
Peter put together a plan for me which is working perfectly so far.
Have you seen the outcome you were hoping for?
Retired & yes.
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for an adviser?
Company final salary pension came to fruition and, as I am still in work, wanted to reinvest that monthly payment directly in to another pension scheme and also investment advice for the lump sum payment.
How has Peter Neal helped you?
Provided suitable products to meet my requirenments.
Have you seen the outcome you were hoping for?
Yes, returns are good but cancelled out due to initial fees.
What could they have done better?
No, happy with service and results
What were the circumstances that caused you to initially look for an adviser?
I wanted someone to assist in planning my financial life, as my family grew up and I progressed through my career. I found Peter through a recommendation and when he set out to found his own business, I went with him.
How has Peter Neal helped you?
Peter helped with all aspects of financial and pension planning and is continuing to do so. He has also been extremely supportive on a personal basis. He has become part of our extended family. His own family are now part of his business and with whom I also deal, now, on a regular basis.
Have you seen the outcome you were hoping for?
I am semi-retired and financially I am quite a lot better off than I expected to be. So all in all I am very satisfied.
What could they have done better?
I can't think of anything that I would particularly note here. Pensions are a complex area and the law keeps changing, so I suppose anything that can simplify this area, in the future, will be helpful. PN Pensions have always helped with this.
What were the circumstances that caused you to initially look for an adviser?
I was retiring and looking to ensure my pension pot was suitably invested.
How has Peter Neal helped you?
Provided guidance on suitable investment strategy and is managing the investments.
Have you seen the outcome you were hoping for?
Very happy with the outcome and so far have had no issues.