0208 166 7217
Based in Richmond
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FCA Regulated
Peter and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 14 April 2025
Peter and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Peter has not received any client reviews in the past 12 months
Peter has not received any reviews in the last 12 months
Peter has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 12 March 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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Peter has not yet added their qualifications to their profile
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Peter has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Peter and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 14 April 2025
Peter and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Peter has not received any client reviews in the past 12 months
Peter has not received any reviews in the last 12 months
Peter has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 12 March 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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 not yet added their fees to their profile
Fees not yet added
Peter has not yet added their fees to their profile
I provide expert financial advice to busy and successful individuals to help them minimise tax, maximise wealth and protect against risk. With over 15 years’ experience working within the Financial Services Sector both overseas and in the UK, I truly understand the needs of busy & successful individuals and families and am focussed on developing long term relationships with all of my clients built on a strong foundation of integrity and trust. My focus is to deliver tailored advice to all of my clients, structured around the fundamentals of financial planning, and service that is professional, efficient and accessible at all times. 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. 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 xx/xx/xxxx
£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
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Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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