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

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.

Working with Peter Sudlow and his team at Sapienter Wealth Management has been a stress free and thorough process. Peter and Claire are very efficient, knowledgeable and always return my emails and calls. I am very pleased to have them looking after my interests and know that mine and my families assets are in good capable hands. I would recommend Sapienter Wealth Management very highly.

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.

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.

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.

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 believe the firm to be completely independent and as such to provide a solution that is wholly trustworthy. It is a highly personable business not only due to its size but more so the manner of the person in question. I believe the individual has a clear understanding of my personal requirements and therefore he is able to advise appropriately.

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.

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.