Peter was invited by the board of St. James's Place Wealth Management to join St. James's Place Wealth Management in 2008 having spent 15 years prior as a Senior Wealth Planning Manager for a national private bank. With over 20 years’ experience in the financial services profession Peter’s areas of expertise are Investment Planning, Tax Planning, Pension Planning, Inheritance Tax Planning and Estate Preservation.
Away from the office Peter enjoys spending time with his wife and children. Peter is also a keen bowler, playing for his local club and also represents Cornwall.
My team are dedicated to your financial well-being.
We offer an excellent wealth management service which will help you achieve your goals
During January 2013, our financial adviser retired & introduced us to Mr. P. Brooks of St. James's Place. Since then, his help and guidance has been invaluable to me & our family. He & his secretary have guided us through all the changes that occurred when my husband died, this support continues. It...
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We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.