0330 038 8940
Based in Braintree
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2023
4.5 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Peter is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Peter's status
Last checked: 14 March 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
Peter has received 46 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Peter has received 46 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
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
Peter has not yet added their qualifications to their profile
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Peter has not yet added their qualifications to their profile
Transparent Fees
Peter has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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
Peter is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Peter's status
Last checked: 14 March 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
Peter has received 46 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Peter has received 46 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
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
Peter has not yet added their qualifications to their profile
Qualifications not yet added
Peter has not yet added their qualifications to their profile
Transparent Fees
Peter has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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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Adviser Disclaimer
Capital at Risk The FCA does not regulate tax/trust planning. Tax Rules are Subject to Change.