Since entering the personal financial services sector, Peter has always worked to provide the very finest services to his clients. Thorough and innovative, he offers a retirement planning service that meets the needs of those about to retire and those who have already retired, who want help in designing a successful strategy for their future. Peter concentrates on increasing clients’ net spendable income through a conservative and sensible investment strategy. Often, by the use of sensible Inheritance Tax planning, he is able to achieve this goal whilst also reducing clients’ overall liability to Inheritance Tax.

After determining his client’s specific financial goals and objectives and assessing their risk tolerances, Peter will develop a comprehensive strategy tailored to meet the client’s individual needs. Through consistent effort and attention to detail, he has built a solid base of clients who are extremely satisfied with his service as a leading financial adviser covering Dorset and the surrounding counties.

Peter resides in Shaftesbury with his wife Susie, to whom he has been married since 1995 and he has three sons, Henry, Freddie and Hugo. He enjoys skiing and sailing, in which he regularly competes in various events and races including three double handed transatlantic races.

Peter specialises in:

• Wealth Management
• Pension Planning
• Inheritance Tax Planning
• Investment Planning
• Retirement Planning/Income (Annuities, Drawdown)

Qualifications:

• Chartered Financial Planner
• Advanced Diploma in Financial Planning
• Diploma in Financial Planning
• Financial Planning Certificate
• Certificate in Life & Pensions
• Award in Long Term Care Insurance
• Fellow of the Chartered Insurance Institute

Office:

• Shaftesbury
• Sherborne
• Canford Cliffs

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.