Peter Beck

Peter Beck

Ascot Lloyd

Minimum savings/pensions: Any amount

Minimum mortgage: Any amount

0330 038 8940
Based in Braintree
View location
Top Rated 2025
Verified since: December, 2023
4.5 out of 5

102 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 14 April 2025

    Peter is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Peter's status

  • 46

    Recent Client Reviews

    Verified reviews: 100%

    Peter has received 46 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 06 January 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Peter has not yet added their qualifications to their profile

  • Transparent Fees

    Peter has provided information on their typical fees

    Peter has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 14 April 2025

    Peter is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Peter's status

  • 46

    Recent Client Reviews

    Verified reviews: 100%

    Peter has received 46 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 06 January 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Peter has not yet added their qualifications to their profile

  • Transparent Fees

    Peter has provided information on their typical fees

    Peter has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

I have been working in Financial Services for over 40 years and advising clients for over 30 years. I provide guidance on Wealth Management specifically Investment and Pension portfolios and Inheritance Tax, ensuring matters are as tax efficient as possible. All areas are covered and guide my clients through the journey in an open and concise manner. I am fully qualified with a Diploma in Financial Services.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

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Capital at Risk The FCA does not regulate tax/trust planning. Tax Rules are Subject to Change.