Peter now has 14 years experience in the industry, gaining great experience and knowledge in all areas of personal financial planning; these include protection (both personal and asset), retirement planning, investments, trusts and taxation.
Peter has a great deal of experience advising corporate clients in areas such as auto enrolment but also in providing individual advice to employees themselves.
Chartered Insurance Institute Financial Planning Certificate (Cert PFS), Taxation and Trusts (G10), Pensions Simplification (CF9), Savings and Investments (SV1), Pension Income Options (J05)
Telephone: 020 7382 0446
Fax: 0844 756 0462
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Tax and Trusts planning are not regulated by the Financial Conduct Authority.
Tax treatment is based on individual circumstances and may be subject to change in the future.