A Financial Adviser for over 13 years, having qualified whilst working for the Private Banking arm of Lloyds Bank where Peter had responsibility for over 250 private wealth clients with investments from £250k to £3m. Peter joined Tom French & Associates in 2015 in order to realise his desire to offer unbiased independent financial advice to clients to meet their needs.
Peter has built his clients through referrals from existing clients or local professional connections. He provides a completely independent financial advice service and often, but not exclusively, deals with matters of:
• investments and savings of all kinds, whether orientated towards income, capital growth, or both;
• pensions, from accumulating pension savings cost-effectively to managing the withdrawal of funds in retirement in the most tax-efficient way;
• corporate risk management, to ensure the continuity of businesses in the event of the loss of key personnel, and the provision of contingency funds to allow for the purchase of shares in the event of retirement or death.
• financial protection, including life assurance, critical illness cover and income protection;
He works with a variety of clients including High net worth individuals, private clients, company directors, business owners and professionals to provide financial planning for them, their clients or employees.
Peter’s clients are predominantly in Somerset, Dorset and Devon. He offers mainly face to face advice in the comfort of your own home, or at a location suitable to you.