"I have been working with Peter Davies as my financial adviser for approximately 8 years. As a sole Practitioner in private practice and the breadwinner of my family, I have needed an independent objective advisor that has my best interests at heart. Peter’s service is tailored to each client’s. This is no cookie cutter approach. He pays close attention to each client’s needs. In an age where everything is automated and client service is virtually non- existent, Peter’s service is personal, direct, and focussed on individual needs.  My annual catch ups and the discussions in between (he always makes himself available for a chat) have taught me how to realistically manage my financial affairs and given me peace of mind that I am working toward a sustainable retirement plan. I truly value his service and don’t know what I would do without him."

- Jenny

★★★★★