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.
Wingate Financial Planning is a trading name of Wingate Wealth Management Ltd which is authorised and regulated by the Financial Conduct Authority. FCA Registration No: 478923. Wingate Wealth Management Limited is registered in England No 6469596.
All Rights Reserved © 2021 · Wingate Wealth Management Limited · Website by e-innovate