Nicholas

My name is Nicholas and I’ve been using Peter for probably ten years. He’s been the adviser for my grandfather, then my parents and me and my brothers as well, so, it’s been a long time.

For someone that’s not particularly money savvy, he’s very happy to explain everything in as much detail as I want, which isn’t a huge amount but then he gives me the options in quite a concise way of what we can do with it. I think if you wanted more detail, then he’d be more than happy to give it to you but I’m very happy being led, in terms of advice.

He knows us all extremely well, which is really nice. Like I said before, he’s advised three generations of my family, so, he knows us all, he knows what we’re doing in terms of work, what, all of our various financial situations are in detail, and that makes the relationship much easier. It makes it much easier to discuss different financial decisions.

When it’s time to talk about the actual business side of things, he’s very on it and very focused and then once we’ve done that, he’s very happy to have a laugh and, go for a couple of beers or whatever we want to do after that. But he’s very good at drawing the balance between the two I would say.

He’s done extremely well for us, and I have recommended him to a couple of friends. I absolutely would recommend Pete.