Dunotter Strategic Wealth Limited

Reviews

1. Katy Donkin ★★★★★

   We engaged Peter last year to assist with our financial planning - specifically guidance with future investments. This was unfamiliar territory for us, however, Peter was great at breaking down his process, approach and demystifying the world of financial planning. After gathering our details he was quick to respond with a plan, including additional things we hadn't even considered such as transferring our UK pension schemes (which he's been helping us navigate). We're looking forward to working with Peter further and leaning into his knowledge to guide us in our future financial planning and investments.

   almost 3 years ago
2. Jennifer Leaf ★★★★★

   I found Peter in a web search by his credentials and then found he was based in same area as we were. We were at a stage in life where we have some assets, but aren’t really sure where to go / do next and understanding our financial situation seemed like next best step. Peter’s knowledge and down to earth style made us feel immediately comfortable with him. His presentation of his analysis was straightforward and professional. He ran a few scenarios and provided answers to our questions and we also felt reassured in decisions we had already made. - Jennifer Leaf

   almost 3 years ago
3. Arden Macdonald ★★★★★

   I spoke to peter over the phone, explained my situation and was extremely impressed and relieved to find someone who gave straight answers, didn’t mix their words and had my interests in mind and not his own, I felt much better about the direction I was heading in from just a 20 minute call. Will definitely be using peter in the future

   almost 4 years ago

1. Lou White ★★★★★

   Very professional. Peter has a wealth of knowledge in worldwide investment and was hugely pivotal in ensuring the smooth sailing of our family succession plan. His fresh ideas, ability to relate to people and thinking outside the square when it came to finances have been an asset to our business and insuring the framework is well developed for the next generation. Thankyou

   almost 4 years ago
2. Genna Baldwin ★★★★★

   Very friendly and professional. Advice received has been very beneficial.

   almost 4 years ago

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