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Client Testimonials

Client testimonials are invaluable to professionals, serving as the cornerstone of trust in any fiduciary relationship. Positive feedback not only validates our dedication to excellence, but also reinforces the essence of our service proposition. I am truly grateful for the encouraging words shared by many of my clients, as they inspire me to continue providing exceptional service. Their support is a testament to the meaningful connections we build together.

Moving to Lanzarote last year meant I finally had to tackle my long-postponed financial planning, and I couldn’t have done it without Peter. He guided me through switching pension providers, navigating Spanish Capital Gains Tax, and planning for a secure financial future. It’s been a relief to have everything in order, especially with so many moving parts during the relocation. If you’ve been procrastinating like I was (and still am on some things!!), I can’t recommend talking to Peter enough—he's been very patient and it’s made a world of difference! Ian Withington - Senior Business Communications Manager

I feel very assured and well looked after by Peter in his advice and management of my pension-related arrangements. I had to decide whether or not to shift my international company defined-benefit pension for an investment format that gave me more flexibility in line with my desires and circumstances. Before taking steps, I had done due diligence through conversations with respected former colleagues who had faced similar decisions and two had independently recommended Peter. Following further due diligence considerations, I approached him and felt reassured through the multiple conversations we had in assessing various options before making significant steps. Since the main assembly of the new portfolio, Peter has kept me well-informed about developments, and has guided both the extraction of funds and the investment of additional funds as I've needed. I have found Peter very professional, friendly and a pleasure to deal with. I have no hesitation in recommending him to others. Jeremy Bentham - Former head of scenarios. Shell Oil & Gas

Peter Button has recently acted as my financial adviser in connection with an investment bond that I wished to surrender. This process proved far more difficult than I'd anticipated, but once Peter became involved I immediately began to see progress toward resolving the situation. Throughout, Peter has worked doggedly to secure me the best possible outcome, responding promptly, and courteously, to my frequent queries. He has kept me abreast of developments, and taken the time to explain complex procedures, making sure that, as a non-specialist, I fully understood the available options. I've really appreciated Peter's expert guidance, and would not hesitate to recommend his services to anyone seeking informed and realistic financial advice. Stephen Brumwell - Historian & Writer

As a expat from South Africa, Peter has looked after my multi country investments for number of years and I can highly recommend him as a extremely professional and caring individual for all his clients. He has always provided me with excellent advice in a simple but thoroughly understandable manner. His ambition to be the best is reflected in the amount of ongoing studying and training he does to keep himself completely up to date with the complex financial world, especially in the EU. I continue to be his client as I move towards a planned retirement and am confident that the plans he has put in place will allow me to be financially secure in the future David Popplewell - European R&D Director - Jiahua Chemicals

Peter, I am honoured to be able to recommend you. For more than two years you have shown immense professionalism that went far beyond the “call of duty” as you found solutions to my multi-juridical conundrums/questions; many of which were of a “having one's cake and eating it” nature. Not once did you show anything but a laser focused professionalism and the desire to find the best solution. Other have highlighted your honesty, supreme professionalism, attention to detail, customer focus, patience and more. To these I would only add your passion to improve the reputation of the industry through your personal behaviour and actions and your seemingly endless studying as you deepen even further your industry certification. Victor Davey - Principal at Ulysses Petroleum Management

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The information presented on this site is intended for educational purposes only and should not be considered financial advice. After a consultation, any advice offered will be conducted through an affiliated and regulated financial advisory firm. All expert money coaches are fully qualified to provide financial advice.

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