I have been most impressed with Peter’s experience, capability, and sincere desire to help since he was referred to me by my UK accounting firm.  My taxation status (UK and US) was causing me much frustration and extra work.  This has now been simplified and the tax burden reduced.  Peter’s willingness to help through layers of paperwork and telephone calls was above and beyond what many financial advisers would have been willing to give, and I whole-heartedly recommend Peter for others in my situation.

I have known Peter for many years now, during which time my personal circumstances have changed often and I have had to quickly adapt my financial planning. This would have been much more difficult without the strategies he has devised which have helped me remain focused on my goals and without the responsive, thoughtful, comprehensive and patient service he offers. Peter is, I believe, truly consultative in style and totally committed to understanding his clients’ needs.

Knowledge of individual client is very in depth – clearly cares about the interests of the client.

Sometimes knowing what to do with Pensions or investments can be daunting and as we are approaching retirement age it is something that we are thinking about. Peter from Sapienter discussed the options in detail with us as we were thinking of investing in a small rental property. He made us aware of the costs that we could incur whilst renting out a property and when the figures were analysed it was apparent to keep the pension pot where it is. As there was not much difference in the two incomes.

Peter is always willing to give his time to talk over our future financial plans and is a thorough professional advisor. We have been his client for over 10 years and would recommend his services to anyone that requires attention to detail and an unbiased view on the available investments and pensions.

Without Peter and his brilliant team, I would have been unable to navigate my way through the complexities of my transaction. Peter has a very high level of investment knowledge and expertise but, most importantly, he listens carefully and is skilled at asking the right questions to understand your needs. I was supported and informed throughout the process with any queries dealt with very promptly. They have my complete trust and confidence.

Unlike the majority of financial advisers I have dealt with, you gave me clear and helpful answers to the questions I actually asked, not the questions you wanted me to ask.

Your advice has been invaluable in helping us to manage the run-up to retirement with confidence and a clear idea of what we need to do and how we need to do it. And unlike the majority of financial advisers we’ve dealt with, you haven’t treated every meeting as an opportunity to sell us something we didn’t actually need.

What the firm does well: Research, documenting discussions, reporting back promptly, thoroughly questioning to be clear on investment objectives, understanding the customers wishes, being clear on what is included within the price, ongoing reviews, offering a tailored investment strategy as opposed to making you fit the product.

Peter and Lisa handled my DB pension transfer quickly and efficiently. They’re a friendly, personable team and I appreciated the care taken to assess my circumstances, the clarity of the advice given and the speed of execution once a plan has been agreed.

I have been with Peter Sudlow and his team since 2016 and have benefitted from his very sound financial advice and he is always readily available whenever I need to talk about things. His team of assistants answer quickly, are always polite and set up our meetings to my needs. I know my investments are safe with Sapienter especially during these troubling economic times.

I consider Peter Sudlow carries out ALL the aspects of Financial Planning that I require with due diligence, and provides an excellent service. I have always had quick answers to any queries and if further investigation is required then it is carried out expeditiously and I am kept informed of progress.