0208 166 7217
Based in Bromley
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: October, 2022
4.9 out of 5
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: 06 March 2025
Peter and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
25
Recent Client Reviews
Peter has received 25 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Peter has received 25 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: 20 February 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.
6
Qualifications Uploaded
Peter has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 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 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 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: 06 March 2025
Peter and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
25
Recent Client Reviews
Peter has received 25 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Peter has received 25 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: 20 February 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.
6
Qualifications Uploaded
Peter has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 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 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
Free Inheritance Tax Webinar updated for 2025... visit us at https://go.deep-dive-trusts.co.uk/training/ (you can cut and paste this link into your browser) My specialist areas involve financial planning at retirement and beyond, which usually means advising on pensions, investments, estate planning and inheritance tax mitigation strategies. Whether you want tactics for spending your wealth during your lifetime, or preserving the family wealth for generations, you can be confident that I'll be on hand to help for many decades to come. I encourage and facilitate financial conversations between generations. This may involve gifting from senior generations to junior ones, or it may mean planning to enable younger generations to know how to help in the case of incapacity. Deep Dive Estate Planning offers planning and advice on legal frameworks which interlink with your financial planning to protect your family wealth through the generations. Deep Dive Financial Planning offers Independent Financial Advice, please visit deep-dive.co.uk for more information. I've been advising private clients since graduating from Newcastle University with a degree in Mathematics and Statistics in 2007, and by 2014 I had become a Chartered Financial Planner and was elected a Fellow of the Personal Finance Society. I am a fully accredited member of the Society of Later Life Advisers and have adopted the Financial Vulnerability Charter.
£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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