In line with our commitment to the wellbeing of our clients and the team, the Buckingham Gate office is now closed until further notice with all staff working remotely very effectively. All of our IT systems and business processes are operating as normal.
To our wonderful clients - We would like to ensure you that we are doing everything we can to maintain our usual service to you and during this time we will be doing all in our power to support, reassure and advise you and your families. We would encourage you to contact us as usual with anything that you need help with.
We welcome new enquiries – During these unusual times, many people are taking the opportunity to review and organise their finances and estate planning. Therefore, to support you in the best way possible, we will be hosting a Webinar Programme for which you can find details on our Seminar page. We are also delighted to announce that we are now able to take instructions for new wills and estate planning solutions digitally, removing any need for face-to-face meetings during this period of social distancing. Please feel welcome to contact us with any questions you might have, by calling 020 3478 2160 or by emailing [email protected]
Peter has been working in the profession since graduating in 2007, and by 2014 he had passed a series of exams to be able to call himself a Chartered Financial Planner and a Fellow of the Personal Finance Society. He has also been called “a mediocre amateur actor” by the Bromley Theatre Guild, and “easy points” by his peers in the squash ladder.
Peter’s specialist areas involve financial planning at retirement and beyond, which usually means advising on pensions, investments, estate planning and inheritance tax mitigation strategies. Whether you want tactics for spending your wealth during your lifetime, or preserving the family wealth for generations, you can be confident that Peter will be on hand to help for many decades to come.
We are delighted that Peter was included in VouchedFor’s top-rated adviser guide in 2020. Featured in The Times, the guide showcased the advisers who received the highest ratings from their clients on VouchedFor.
You can find out more and read some of Peter’s reviews here.
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