Investing my savings

22/06/2020

My need for Financial advice was decided around 40 years ago, when Peter O’Nions was unknown to me. I was looking for investment for my savings at better rates than banks were offering. A friend recommended an Adviser who I used for several years with excellent results, however his success was obviously greater than mine!  He emigrated to the USA to set up a much larger business.

 

For a few years I used other Advisers with limited success. As my investments were relatively small compared with others I felt that they did not give me adequate attention. I was however approached by Peter O’Nions who offered his services to look after and control my Funds.

 

The majority of my investments are the “lump-sum” from my retirement pot. Peter has served me well with returns well above the current rates on Saving Accounts.

 

Peter visits to update with a review of my Investments and details any changes he believes would be helpful to improve returns, additionally he may 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 provides a personal service with regular up-dates and a level of growth which currently far exceed the paltry returns offered by the banks and at a reasonable risk level.

"Peter fully explains risk levels and expected performance. A personal service with regular up-dates"

E & L Smallman, Investing Ideas client since 2006

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