Financial Advisers (Independent) in Peterborough

We offer a comprehensive financial planning service for all your investment and protection needs: Pension Planning When do you want to retire and how much income will you need? Life Assurance How much cash would your family need to maintain their current lifestyle if you die prematurely? Income Protection Would you require a regular income or a cash sum if you suffered a serious illness or disability? Investments/Regular Savings Are you making the best use of any spare capital or surplus income? Mortgages Do you want to reduce your current mortgage outlay or are you moving home?

I have worked in the industry for over 29 years, for some of the major insurance companies before embarking on an independent career. I have passed the Diploma in Financial Planning, the Certificate in Mortgage Advice and Practice, and am qualified to advise on Equity Release & Long Term Care planning products.

Eighteen months ago I stepped down from being the Compliance Director of another Independent Financial Advisers to concentrate on building this new business with my wife Helen. It gives m

I have worked in the industry for over 29 years, for some of the major insurance companies before embarking on an independent career. I have passed the Diploma in Financial Planning, the Certificate in Mortgage Advice and Practice, and am qualified to advise on Equity Release & Long Term Care planning products. I am married to Helen and have four grown up children. My interests include being a fan of Peterborough United (Yes I know, I know), Soul and Blues music and fine dining.

Eighteen months ago I stepped down from being the Compliance Director of another Independent Financial Advisers to concentrate on building this new business with my wife Helen. It gives me the opportunity to get back to the work I enjoy most which is seeing clients and helping them achieve their aims.

I have been giving Financial Advice for nearly 30 years, I am open and friendly, I aim to do a good job for you and hope that you will feel you can pass the word to your friends and family that I looked after you. My aim is to build my business in and around the Peterborough area and become known for good friendly advice.

I am happy to advise any client whether you have £10 or £1,000,000 in my opinion everyone can benefit from good financial advice, so I aim to make it affordable for you. Call me if you want to find out more.

April 2011

Keywords: financial advisor peterborough, Pensions advice peterborough, IFA peterborough

Opening Hours: Monday to Friday 9am - 6pm, Closed Saturday and SundayClosed on Bank Holidays