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.

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

Now that you have realigned and invested our retirement funds my wife and I now feel confident and relaxed about our future income. We are grateful to our friends who contacted you on our behalf, following our bad experience with a commission driven adviser. We thank you for your skills, patience and exceptional attention to detail before giving your advice and also in carrying out our agreed needs.

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.

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.

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.

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.

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.

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.

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.