0330 038 8942
Based in Clacton-on-Sea
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, 2020
4.9 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: 19 April 2025
Peter is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Peter's status
10
Recent Client Reviews
Peter has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Peter has received 10 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.
2
Qualifications Uploaded
Peter has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Peter has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Peter has not yet added their fees to their profile
Fees not yet added
Peter has not yet added their fees to their profile
9
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Peter (based on 9 first impressions)
100% of users who are not yet clients had a positive first experience with Peter
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Peter (based on 9 first impressions)
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: 19 April 2025
Peter is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Peter's status
10
Recent Client Reviews
Peter has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Peter has received 10 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.
2
Qualifications Uploaded
Peter has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Peter has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Peter has not yet added their fees to their profile
Fees not yet added
Peter has not yet added their fees to their profile
9
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Peter (based on 9 first impressions)
100% of users who are not yet clients had a positive first experience with Peter
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Peter (based on 9 first impressions)
With 25+ years of experience as an independent financial adviser, I carefully assist and guide both personal and business (including trust) clients to find the most appropriate solutions to their financial planning needs - whether simple or complex. This can range from investing for the future to protecting the financial future of their loved ones. I was instrumental in saving the closure of a local junior school. A Charitable Trust was set up – the existing School ‘morphed’ into the trust and some 20 yrs. later remains active and thriving. I am married to an immensely understanding wife, and have three fabulous children.
Offers available through VouchedFor
Contact Peter through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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).
About Peter's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
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