Peter Magliocco

Chartered Financial Planner

Peter is a Chartered Financial Planner, and a member of the Personal Finance Society, which is the UK’s leading professional body for financial advisers.

Peter also holds the Society of Later Life Advisers (SOLLA) accreditation.

Peter’s background is in the retirement market having started his advisory career in 1996 with a specialist retirement financial planning firm. Peter joined us in June 2014 having followed this firm through its transition to Alexander Forbes Financial Services and most recently JLT Wealth Management Ltd, providing financial solutions for his client’s needs.

Peter lives in Caterham with his wife and daughter. In his spare time, he enjoys cycling and music.

  • Advanced Diploma in Financial Planning (Chartered)
  • CII AF3 – Pension Planning
  • CII G60 – Pensions
  • CII K10 – Retirement Options
  • CII K20 – Pension Investments
  • CII R08 – Pensions Update
  • CII R05 – Financial Protection
  • CII R02 – Investment Principles and Risk
  • CII AF5 – Financial Planning Process
  • CII SV1 – Savings and Investments
  • HR1 – Home Reversion Plans

Are you ready to make informed decisions about your money?