I was looking to invest my savings at better rates than banks were offering. For a few years I used other advisers, but with limited success.

As my investments were relatively small compared with others I felt that they did not give me adequate attention – the majority of my investments are the “lump-sum” from my retirement pot.

Peter visits to update with a review of my investments and details any changes he believes would be helpful to improve returns. Additionally, he will also telephone or e-mail between visits to recommend changes.

He fully explains risk levels and expected performance and a balanced distribution of invested money across various funds. Peter has served me well with returns well above the current rates on saving accounts.

It’s a personal service with regular up-dates and a level of growth which currently far exceeds the paltry returns offered by the banks and at a reasonable risk level.

Equity investment do not supply the same level of capital security as cash deposits. Your capital is at risk. The value of your investment (and any income from them) can go down as well as up and you may not get back the full amount you invested.