Testimonials

I have known Mike Petrie for a long time, he arranged my first mortgage way back in 1987 but I had never used Mike’s services as a financial adviser until I had a query about pensions in 2005. Mike invited me to become a customer of his and he was then able to advise me as to the best choice I had with the options available.

I can tell you it was the best advice I have been given. By then I was 55 years old and working as a engineer. Mike asked me what my goals were for the future and I replied, to retire early with my health intact and never having to worry about paying my way.

Very achievable said Mike, then, through a series of tweaks with my savings I was able to pay off my mortgage early and start a investment program that would give me financial security into my old age. Through carful cajoling and encouragement, my attitude to saving and spending were tamed. At the age of 61, two years ago, I was able to take early retirement, my bank balance is healthy, my investments are well into profit  and my wife and myself are enjoying our retirement together.

I owe all of this to Mike Petrie and his dedicated team, I will never be a millionaire but I will never worry about paying the bills or wondering if I can afford that special holiday.

As Chartered Accountants we particularly like the fact that we are dealing with Chartered Advisors and have been recommending clients to Petrie & Petrie for Financial Advice for some time. Mike ,Steve & Tracey always keep us fully advised of the planning they will be presenting to our clients, which we find most reassuring. Everyone at the office is always knowledgeable and helpful and we find Steve’s knowledge of pensions and trusts most useful. We have and will continue to have no hesitation in advising our clients to use the services of Petrie & Petrie in planning their financial future in conjunction with ourselves.

We at David Bunn solicitors have had a professional connection with Petrie & Petrie for over 25 years and have recommended many of our clients to them for Financial and Mortgage advice. This has resulted in our clients receiving sound advice in a professional manner with absolutely no pressure which is obviously what we as solicitors require. Mike, Graham and the whole of the team are very approachable and treat our clients in a manner that leads us to continually recommend Petrie & Petrie without hesitation.

Top qualities: Always helpful!

Never having had a financial adviser before i was a little sceptical when my accountant introduced me to Mike Petrie, but having been advised by Mike for more than 12 months now I must say I am more than pleased with the way he has helped and advised to plan an exit strategy from my company and the software he uses shows us exactly where we are now and where we are going to to be financially in the future I would not be without his and his company”s help now and cannot recommend them highly enough.

Mike & Graham have been looking after myself and family for well over 25 years and during this time we have always had sound financial advice based on our needs, and when they purchased their lifestyle planning software this took things to a new level. Because they are a small family based business  with longstanding employees, whoever picks up the phone knows you, its nice to be a person rather than a number as happens in other organisations. We cannot praise them highly enough for all the help and guidance they have given us over the years.

As the executive manager of one of the UKs leading hotels I spent my life looking after clients and a staff of over 500,leaving little time to devote to my own affairs. I entrusted this to Mike and Graham who having been looking after my finances for over 30 years with great results. I have with their help and financial planning been able to achieve my dream of retiring to my own villa in Marbella where they continue to help me with my affairs by working closely with my Spanish Accountant & Solicitor. I am sure without their constant help and guidance over the years my current lifestyle would not have been achieved. It is difficult to express my thanks and gratitude to them as I wake every day to live my dream. It goes without saying that I have no hesitation in recommending Petrie & Petrie to anyone who wants to plan towards realising their desired lifestyle as it requires financial knowledge, help and planning to realise your dreams.

I have been recommending clients to Petrie & Petrie for Financial Advice for some time and have had nothing but good reports back from my clients. They always keep me fully advised of the planning they will be presenting to my clients, which I find most reassuring. Everyone at the office is always knowledgeable and helpful and I find Steve’s knowledge of pensions and trusts most useful. I have and will continue to have no hesitation in advising my clients to approach Petrie & Petrie to plan their financial future in conjunction with ourselves.

Top qualities: Personable, High Integrity, Creative!

I was very fortunate in being introduced to Matt Petrie through a mutual friend when I was in need of financial advice. Matt”s knowledge of the financial marketplace, along with his careful considered approach, greatly impressed me and I have continued to use him over the years. In summary I wouldn’t hesitate to recommend Matthew; he is a confident, knowledgable, professional who has become a trusted confidant and a good friend.