"I care passionately about providing a first class service to all my clients and an integral part of that service is to forge a longstanding and trusted relationship to fully understand your needs and financial aspirations."
Peter is committed to providing high quality, tailored and confidential financial solutions for his clients, and since 1998 has been working together with individuals, their families and businesses providing expert advice as their needs evolve over the years.
Through St. James's Place, Peter can offer a wealth of specialist knowledge to achieve the four principle financial objectives:
- Gain financial protection against risk
- Building and maintaining capital
- Managing cash and borrowings
- Minimising the effect of taxation
Personal referrals and recommendations from his existing clients are testament to his level of commitment and a measure of client satisfaction. His dedication in providing the highest level of financial advice is second to none.
The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.