Fiona’s story

Fiona has been a client of Peter’s since 2002, after receiving a recommendation from her brother and sister-in-law.

When Fiona and her husband first moved to Nottinghamshire, they were looking for an adviser who was local to them. Fiona and her husband were at a point where they had some extra money available and wanted advice on how to improve their family’s future.

They met with Peter and listened to his advice about the best ways to invest their money to build a successful financial future. Peter ensured they kept on track. He offered straightforward advice and kept the process as simple as possible.

Sadly, in 2009, Fiona’s world turned upside down when her husband suddenly passed away.

How Peter helped

Due to their work with Peter, Fiona was in a position where she was financially secure, despite being on her own, enabling her to focus on what was important; her family and taking time to grieve. Once Fiona made the call to tell Peter, “it was as if a machine swung into action”. Peter went over right away to see Fiona, explained her financial position, and made sure she knew he would continue to work with her.

Fiona was pleased that she’d made contact with Peter all those years ago. He helped her go through some of the more complicated processes required when you lose a loved one. Thanks to Peter, Fiona could reassure her children that everything would be ok, which was a weight off her shoulders.

Peter is always there for his clients, during the good times and the more challenging, providing the knowledge and support required at the appropriate times.

Working with Peter

We asked Fiona to describe Peter in three words, and she used:

  • Steadfast
  • Reliable
  • Approachable.

These three characteristics were vital in making sure Fiona was well looked after by Adcock, particularly after the sudden loss of her husband. It’s also thanks to Peter’s work and the relationship he has built with Fiona that she is more than happy to recommend Peter to friends and family, and she has already done so many times.