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Carlton Smith Private Wealth IFA featured in Independent Financial Advisors

Essential IFA Ltd Testimonials

Recommended as best for: Good standards, sound advice and professional help

Visit Website Add a testimonial 01473 276141
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Testimonials

Date Added: October 2011
Image of Sarah P

Peter conducted a thorough review of our overall finances and helped us to identify any gaps we needed to address. We were delighted that he gave my husband some advice about tax he could claim back which resulted in the receipt of a cheque from the tax office for £1500.

Sarah P Joined: October 2011 Testimonials: 1 View
Date Added: February 2011
Image of Stephen and Kim M

We found Peter extremely helpful recently when we needed professional help with our finances. Peter was not only able to help us with our Re Mortgage but was able to help us to protect us with the relevant insurance protection that was needed. Peter was always profesional,and put us at ease and gave us confidence for the first time in our financial situation!

Stephen and Kim M Joined: February 2011 Testimonials: 1 View
Date Added: February 2011
Image of joe w

"Good standards, sound advice and professional help" are the basics, in my view. But Peter goes further - being fleixble, providing personal attention and inspiring trust - he displays the rare and valuable qualities one seeks in a professional to handle your financial affairs.

joe w Joined: February 2011 Testimonials: 1 View
Date Added: February 2011
Image of Roger G

Peter has provided a very helpful overview of my business and given me some very sound advice on both personal and commercial matters. He is very approachable and down to earth with a clear insight into the day to day running of a business. I would have no hesitation in recommending him to anyone running an SME.

Roger G Joined: February 2011 Testimonials: 1 View
Date Added: February 2011
Image of Ian B

Essential IFA have assisted me in both personal and business financial matters and specifically setting up a SIPP buying commercial property. From the very first contact I felt comfortable discussing such matters and his depth of knowledge gave great confidence. I would recommend Peter Herd at Essential IFA.

Ian B Joined: February 2011 Testimonials: 1 View
Date Added: October 2010
Image of Philomena Q

I am pleased with the personal support and professional advice I received from Essential IFA recently.

I had some money to invest but am not a confident investor and was uncertain about where to place it to get the best long-term return whilst also providing an income to supplement my pension.

Peter Herd at Essential IFA came up with a very good investment plan which perfectly matched my attitude to risk and my objectives, and he then guided me along every step of the way. His patience and thoroughness was impressive, and he was happy for my daughter to be present at all meetings so that I would have someone to refer to if I hadn’t fully understood the plan.

I've just had my first "win" on the premium bonds that were included in my plan, so would have no hesitation in using Peter Herd's services again, and would highly recommend him.

Philomena Q Joined: October 2010 Testimonials: 1 View
Date Added: September 2010
Image of Glen N

Peter has given me invaluable financial advice in both personal and business matters. He is quick to respond to requests, is very knowledgeable in his field and conducts all business in a very professional manner.

Glen N Joined: July 2010 Testimonials: 1 View
Date Added: September 2010
Image of Chris S

Peter provides coherent, objective advice on all aspects of financial
planning and his approach is refreshingly down-to-earth and jargon free. He
thinks strategically and offers a service which takes into account risk
profile and long-term goals, while carrying out regular reviews to assess
investment performance and make any necessary portfolio adjustments. I have
no hesitation in recommending him as a highly professional and effective
financial adviser.

Chris S
Date Added: September 2010
Image of Karen W

My husband and I met with Peter to discuss the options for our personal finances and those of our business. I really think this is Peter's Unique Selling Point as he is able to do the crossover between the two areas of our lives. Peter is incredibly knowledgeable but manages to convey that knowledge in a straightforward way so that we understood our current position and future direction. I was also very impressed by the fact that Peter at no stage did any hard selling but allowed us to make our own decisions based on the great advice provided by himself.

Five stars ***** :)

Karen W Joined: September 2010 Testimonials: 1 View
Date Added: February 2010
Image of Ruth C

Peter was a great help to my partner and I when we embarked on buying our first house, advising us on the most appropriate life and critical illness cover for our needs. Despite a few problems along the way relating to medical issues, Peter was able to advise us professionally and helped us to find the right policy for use. We both feel reassured that Peter's advice stands us in good stead should anything every happen in the future (but hopefully we'll never need the policy!)l

Ruth C
Date Added: June 2009
Image of Robert H

I have known Peter for several years and he has always given me sound and reliable financial advice both as regards business and now personal financial problems. He is both reliable and totally efficient in all aspects of financial advice. This is all on top of the fact that he is donating 20% of his turnover to a local charity.

Robert H Joined: June 2009 Testimonials: 1 View
Date Added: June 2009
Image of Norman H

Peter has handled our personal financial affairs for several years. In that time. he has offered us sound advice and invested wisely. He has been quick to react to market changes brought on by the credit crunch and banking meltdown. Peter works hard for us: always available, attention to detail, well organised and highly personable. We are very pleased with his services.
Nicola and Norman Hayden: Hildenborough, Kent

Norman H Joined: June 2009 Testimonials: 1 View
Date Added: May 2009
Image of Ian C

Peter gave me some great advice on my pension. I am now receiving more than I would have done if I had stayed with the company that had my pension fund.

Not only that but he has donated 20% of his commission to the Cancer Campaign in Suffolk.

I can whole heartedly recommend Peter.

Ian Clarke
Pansophix

Ian C Joined: September 2008 Testimonials: 1 View
Date Added: May 2009
Image of

Peter has assisted me with both my personal and business finances. I have always found him to be totally professional in his approach and he has provided with me sound and accurate advice on a number of different issues from pensions, life insurance, critical illness insurance and tax effiicient savings schemes. I would not hesitate to recommend Peter at Essential IFA as a result of the services he has provided for me personally and also my company.


Contact Details

Office 12, Epsilon House Business Centre
Masterlord Office Village,
West Road,
Ransomes Europark,
Ipswich

IP3 9FJ

Tel: 01473 276141
Mob: 07957 119112
Fax: 01473 206558
Email: send email
Web: visit website


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