Peter joined Blacktower Financial Management Ltd after several successful years working in The City. He has a degree in Business Management (BSc Hons) from Cardiff University.
Areas of Expertise
Peter advises clients in all aspects of financial planning, offering a more personal service with an enduring outlook. Helping clients to establish their current financial position is of great importance to Peter who then looks to offer advice and consolidation for both the short and long-term financial future.
Clients include young professionals; who are starting out and working towards achieving the most from their careers and industries, helping them plan how to get on the property ladder, how to get the most from their income, taking them through their employee benefits packages and helping them make greater provisions for their futures. Plus, he advises well-established pre and post-retirement individuals and couples; who are looking to manage their retirement in the most advantageous way, ensuring that their pension lasts as long as it needs to and can offer the lifestyle they crave.
Peter specialises in:
- Pre and post retirement planning
- Inheritance Tax Planning
- Certificate of Mortgage Advice and Practice (CeMAP)