Fiona’s story

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.

What our clients say

We work with some fantastic clients, who are delighted to share their stories with you.

“Great advice, flexible on times and locations, clear documented advice and proved it was independent and with our best interests. We feel well set up and clear on future plans to support unexpected events, our children and retirement.”

“Peter was incredibly helpful, patient and gave me guidance in a language I easily understood.”

“The advice was clear and concise and fully answered all my queries.”

“Peter and the team at Adcock Financial took time to understand my position and what I was trying to achieve. Peter and the team are friendly, accessible and most importantly were dedicated to meeting my needs in the best way possible.”

“Peter has been an enormous help to us. His knowledge and experience is very reassuring when making investment decisions, and we now have an investment portfolio, which we are confident he is keeping a close eye on, and a much better idea of pensions and financial planning generally.”

"Thank you Paul for everything you have done. I too enjoyed our conversations and thank you for the time you spent assisting me. I found you to be a very pleasant person with the highest levels of integrity, a true professional. You are a credit to Adcock Financial and I wish you and the company all the very best for the future."

“I really am very satisfied with Peter’s services and I have been using them for 19 years. He has always gone beyond the call of duty for us and has been an incredible support throughout this time. We will always be grateful to him.”

“Over the last 25 years we have been very satisfied with the quality of advice, assistance and service provided by Peter. He has guided us through many & various stages of financial planning with – in my opinion – great success.”