Andrew and Fiona

My name is Fiona. This is my husband, Andrew. As a family, we have been using Peter as our financial adviser for many years.

My father was his client to start off with and from then on, Peter took over our financial advice, particularly since my father died a few years ago. He’s now taken on my sons as well. So, three generations.

My mother developed dementia many years ago, so the decision-making from my dad was based on not only what was best for him, but for her future care as well. As well as end-of-life planning in terms of income protection and investments he was making sure that he had enough money to provide care for her.

Peter’s always very helpful and up to date. He’s very easy to get hold of. He’s always available on the telephone always on email. He will either come and visit you at home if you wish, or you can meet him face to face if needs be.

Because Peter is very responsive to contact, if I don’t know the answer and one of my sons is asking me a question about finances, they would automatically go straight to Peter without asking me now. But to start off with, it enabled them to gain confidence knowing there was someone who knew the answer and would give them the best advice on the basis of knowing the whole family and that’s quite a big thing.

I think the move to Deep Dive has been a very good one so far. He’s interested in his clients and looks after his clients well. So yes, we’ve recommended him several times.