Hi I’m Peter
My experience as a financial adviser started over 20 years ago where I began my career as a mortgage adviser with General Accident, then moving to Legal & General where I advised within branches of the Yorkshire Building Society.
My introduction into later life advice began with Care Fees planning of the mother of a client who needed to go into residential care. I witnessed first-hand how stressful this was for all of the family and recognised the need for advice in this area.
Since then, I have specialised in the areas of Care Fees planning and Equity Release whilst attaining CII qualifications in his niche area of retirement planning. I am also an accredited member of SOLLA – the Society of Later Life Advisers which is a trade body recognising advisers having the specialist skills, knowledge and empathy to deal with older clients.
My aim is to help people reach decisions that are right for themselves in a clear and understandable way, whilst keeping in mind that we are all individuals, and that one person’s needs and wishes are never the same as another’s.
I am based in Cheshire with my wife & would be delighted to assist you wherever you are in the UK.
Peter also contributes to news articles on this website.
m: 07828 179707