Peter is my financial advisor and has been for 10 years. He manages a mixed portfolio of investments which are critical to my family’s financial well being. Having worked with a number of financial advisors prior to Peter I can say that he is exceptional.
I worked in Asia for ten years in senior positions and have subsequently moved back to the UK. Regardless of the country I was / am resident in Peter is able to engage in value adding advice and guidance. That broadly based international financial management knowledge reflects in well considered, well researched and personally relevant investment options advice. What is crucial to me is that we have a two way, interactive discussion focused around the risk / opportunity balance point ensuring that I am in the best position to make investment calls. These analytical conversations have covered more or less all potential investment markets and geographies.
One really important aspect of my long term engagement with Peter is that he is proactive and responsive. Even if I have been distracted with something significant for a period of time, when I reach out to Peter I know that his response will come quickly. Equally if I need to address something within the portfolio Peter will take the responsibility to make sure that I am on top of it in a timely fashion. Given that I am often busy and focused on other things having those extra eyes on the portfolio is very helpful.
Peter comes with a broad and deep experience of success within a leading global financial management organisation and had direct work experience in some of the most challenging markets. I have yet to find a financial management topic that he is not able to offer his own input to. Added to which I really value his honesty and very open, transparent dealings.
Over the period of our engagement together I have benefited from consistent investment growth, even during periods of widescale investment instability. Peter and his top quality advice and guidance is the prime reason for this.
Peter has been taking care of our investments now for last 5+ years (2015). We couldn’t be happier with how well he has grown our investments during such turbulent times. Feel incredibly secure given his experience and track record and is a real pleasure to liaise with as he is so genuine and customer centric.
I’ve known Peter for a long time before I became a client, though we originally met professionally, it took me a while to get me finances in order. I am of the opinion Peter is an exceptionally honest and exceptionally moral person, given his role and responsibilities I can think of no finer recommendation.
Peter is a rare person. Not only has he the fullest respect for his clients wishes, he also shares how they can achieve their dreams. We all need ‘a man/woman who knows..’ when it comes to planning for our futures. It’s difficult to imagine anyone fulfilling this role better than Peter
I have had the great pleasure of knowing and being a very happy client of Peter since 2014. As a financial advisor he is extraordinarily professional, continuously following-up on all – to ensure that our investments are well looked after at all times. So far with a very satisfactory result. On top of that, Peter goes out of his way (and way beyond his expected scope as a financial advisor) to help in any other way possible – i.e. providing guidance and introductions to his great, global network, which has provided me with much additional and truly appreciated value. He is truly a remarkable person and a genuinely caring person – who I now also consider a close friend. I have much respect and high regard for Peter’s integrity and give him my highest level of recommendation
Peter exemplifies the 3Ps – Professional, Proactive and Personable and to cross all the “t”s….thorough!. Professional – both in his approach and his interactions. Discussing financial planning and goals etc can get emotional but Peter is able to navigate through that easily and at the same time get you out of any emotional driven decisions. Proactive – He will send any pertinent information proactively and more often than not it is actually useful. No useless forwarding of articles and information. His email and text responses to questions are within 24 – 48 hours. And I am almost convinced he used to be some sort of administrator in his previous life because he also has this innate ability to remind you of appointments etc! Personable – His method of understanding your objectives and current situation as well as seeking information is unique……what do I mean? Well contact him, speak to him and experience for yourself! 🙂 Thorough – Peter leaves no stones unturned in understanding your financial situation and objectives before making any recommendations. He is a keen listener and seeks to fully understand and clarify before recommending any course of action.
Peter has provided great research and does follow up with the smallest details – he has surpassed my expectations and I value his recommendations. I have no hesitation to recommend Peter to anyone who is looking for solid, fact based, well researched information upon which to make informed decisions. Peter Seligman! Thanks!
Personable, highly experienced – Peter cuts out the usual IFA waffle and provides focussed and well researched solutions for the expat community regarding tax, investment and pensions. He’s also a thoroughly good chap. Recommend him to anyone.
Peter is my family’s IFA and I have found him to be very approachable, responsive and extremely focused on delivering research-based results. He is able to present complex financial advice in a way that is easily understood by all levels of investors. He has also been extremely helpful in providing advice and contacts in other areas including wills, insurance and start-up investments. I look forward to continuing our work together and can recommend Peter to anyone looking for financial advice.
If you care about your personal finances, then get advice from someone that cares. Peter does not only care but he is also aware of moving markets. This guy will guide you through the ‘morass’ of financial complexities and bring one out breathing.
I have been lucky to have met Peter, who is a wonderful financial advisor and all round nice guy, we really like how he goes about his trade, honest, reliable, always available for an email or phone call and knows how to invest, even in these challenging times, we (my wife Sarah and myself) highly recommend you talk with Peter in 2022.
I met Peter when I was weighing up investment advisers. What impressed me about him was his careful and thorough analysis of my situation and then he used his very broad knowledge of investment vehicles to craft options for me to consider. Peter spends a lot of time ensuring the risk profile is well matched and produced both a varied, creative and very sound set of investment ideas. He always thinks long term and how to build a relationship that will stand the ebbs and flows for the volatile investment climate we live in. Spending time with Peter is time very well spent.
Peter has been incredibly helpful in assisting me in several areas, namely QROPS, pension fund management and long term retirement planning. I wouldn’t hesitate to recommend him.