Testimonials
Testimonials
Very helpful - "Go Ahead" - Efficient
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Peter, thank you for the efficient manner in which you organised my retirement.
Mr J - Oakham
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Dazzling performance Peter, all my funds are going up faster than the grain prices. You have shown me that there is another way and have weaned me off stocks and shares for good.
Mr G writes from his farm in Leicestershire early 2008
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Dear Mr Dracup
Thank you for the efficient advice and work on my divorce, things proceeded very swiftly once we had your figures.
Ms R - Stamford
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Peter
That was clever, all these years I have been paying tax and I did not need to. We will be off to the Canaries on the proceeds. Would it be all right if J brought you round a bottle of whiskey?
G & J - Oakham
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When we released capital after downsizing Peter gave us a detailed strategy, options for investing which addressed all of our family issues and his personal attention. By contrast a private bank gave us no customised strategy or personal attention.
Mr & Mrs R.-.Barrowden
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Dear Peter.
We both wish to thank you for your work on our Equity Release, as it will make our lives so much easier. All the work on the downstairs bathroom and garden bedroom has finished. We will not miss the car now as the extra money means we can take taxis all the time and we are off on that cruise next week.
Mr & Mrs G - Leicester
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The personal touch is most valued - always politely and courteously dealt with, either personally or by telephone contact.
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Dear Peter.
Thank you for responding to my phone message so promptly, S and I are really pleased to hear that the Credit Crunch has not affected our investments.
S & B - Marseilles January 2009
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Good investment strategy on PEPs & ISAs resulting in considerable increases. Set up investment fund for grandchildren. We are looking to switch our Firms Pensions to SIPPS.
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I feel confident that my financial affairs are being well looked after.
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Personal service when we need it. Good half yearly reports on our investments.
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The fact that Peter kindly visited me at home to discuss my financial affairs and give advice on tax form filling.
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You are always ready to give advice and discuss any problems.
Until we had actually received it, we really hadn't realised just how good sound financial advice can be. Peter's 'no nonsense' approach to assessing our needs and recommending tailored solutions has enabled us to get on with our lives confident that our financial affairs are now being maintained in good order. We just wish we could have done this 20 years ago!
Mr and Mrs A.- Cambridge.
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Dear Mr Dracup
My sons and I wish to sincerely thank you for organising my Equity Release, as you know they used the money as deposits for their new homes and both families have moved in just in time for Christmas.
G R - Uppingham
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Peter, thank you for your letter explaining the Credit Crunch and our investments, Bill and I are less worried about the news now.
Mrs A S - Wells