Alternative Investments

“Peter has not only provided invaluable financial advice and support for ourselves, but also for other family members. He is friendly, approachable and through his knowledge and experience has enabled our finances to develop and grow. We are very happy with the service he provides. “  Kerry and Patricia D

“Peter has given us good, solid advice over the last 8 years. We trust him completely to manage our financial investments and to advise us on our businesses financial affairs.”  Stuart and Karen B

“Peter provides coherent, objective advice on all aspects of financial planning and his approach is refreshingly down-to-earth and jargon free. He thinks strategically and offers a service which takes into account risk profile and long-term goals, while carrying out regular reviews to assess investment performance and make any necessary portfolio adjustments. I have no hesitation in recommending him as a highly professional and effective financial advisor.”  Christopher S

“Essential IFA have assisted me in both personal and business financial matters and specifically setting up a SIPP buying commercial property. From the very first contact I felt comfortable discussing such matters and his depth of knowledge gave great confidence. I would recommend Peter Herd at Essential IFA.”  Ian B

“We found Peter extremely helpful recently when we needed professional help with our finances. Peter was not only able to help us with our re-mortgage, but was able to help to protect us with the relevant insurance protection that was needed. Peter was always professional and put us at ease and gave us confidence for the first time in our financial situation!”  Stephen and Kim M

“Peter conducted a thorough review of our overall finances and helped us to identify any gaps we needed to address. We were delighted that he gave my husband some advice about tax he could claim back which resulted in the receipt of a cheque from the tax office for £1500”  Sarah P

“Peter has provided a very helpful overview of my business and given me some very sound advice on both personal and commercial matters. He is very approachable and down to earth with a clear insight into the day-to-day running of a business. I would have no hesitation in recommending him to anyone running an SME”  Roger G