Chartered Financial Planner
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.