Peter Clark

As a Financial Adviser, I work with individuals, families and business owners to design, implement and deliver bespoke financial plans designed to help motivate and inspire them to fulfil their financial and broader life ambitions, goals and objectives; and achieve their ‘Future Perfect’. ‘Goals-based’, highly personal and designed for the long-term, the advice I provide my clients spans across the core areas of financial planning and wealth management, including investment planning, retirement planning, tax-efficiency, protection and inheritance tax and estate planning. Based in the heart of London and backed by the leading expertise of Castell Wealth Management and St. James’s Place Wealth Management, my typical clients tend to be, but are not restricted to: - City professionals on ambitious career paths, including legal and finance professionals; - Individuals and families seeking to proactively protect, manage and grow their wealth; and - Business owners on a growth trajectory. My approach to advice blends my humanity and compassion with technical excellence, and I am passionate about forging long-term relationships and having a real, profound and lasting impact on my clients’ lives. If you are an individual or a business looking to form a long-term trusted relationship with a Financial Planner and would like an informal chat with no obligation, then please feel free to make a direct enquiry via VouchedFor or email me at p.clark@sjpp.co.uk. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 06/11/2024