Peter is a Chartered Engineer turned Independent Financial Adviser who now has more than 20 years of experience in providing financial advice to a range of clients.
Peter provides a holistic approach to ensure all his clients’ needs are identified. However, he specialises in the areas of investments, whether these are general investments, bonds, ISAs, pensions, or other tax-advantageous investments.
- Pension drawdown
- Tax-efficient savings and investments
- Inheritance Tax planning
- Life insurance
- Critical illness insurance
- Permanent health insurance
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