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Peter Daly

Financial Adviser, DipPFS in London

A little bit about Peter

I provide a holistic financial planning service across the Greater London area as well as nationwide. I hold the Level 4 Diploma in Regulated Financial Planning, advising across investments, protection and retirement planning. The structure and support I provide allows individuals and families to review their finances effectively, allowing them to make informed decisions for the future and creating a plan to get there.

Find out more about me below.

Start the conversation

Let’s work together to see how professional financial advice could benefit you.
Contact me today

Graphic of people in a meeting discussing the value of advice

Financial advice is about more than managing money

When people think about financial advice, they often think about investments. But financial advice can support a much wider range of decisions, helping you plan confidently for the future and make the most of the opportunities available to you.

More support than many people realise

More support than many people realise

New research commissioned by Quilter and conducted by Boring Money found that many people understand how advisers like me can help with investments, but are less aware of the wider support available through professional financial planning.

As an adviser, I may be able to help with:

  • retirement planning
  • tax planning opportunities
  • pension consolidation
  • estate and legacy planning
  • financial planning through major life events
  • managing investments through changing market conditions.

Building confidence in your financial future

Financial decisions can feel complex at times, particularly as circumstances, legislation, and markets change.

If we work together, I can help you:

  • gain clarity over your options
  • understand opportunities available to you
  • stay focused on long-term goals
  • build a clear financial plan
  • make informed decisions with confidence.

If this sounds good to you, please get in touch.

 

Tax Planning, Estate Planning & Legacy Planning are not regulated by The Financial Conduct Authority.

Approver Quilter Financial Limited and Quilter Financial Services Limited. August 2026

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Diploma in Regulated Financial Planning

  • The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.

Peter's location

Kingston upon Thames
London
United Kingdom

Peter is located in Kingston upon Thames and provides a holistic financial planning service across the Greater London area as well as nationwide.

I enjoy getting to know people and understanding what makes them tick while hearing about their plans, opportunities and challenges. Ultimately, I draw satisfaction from closely collaborating, deriving a clear plan and providing clients with the encouragement they need in order to get to a better financial place.

To do this, I draw on my business and leadership experience working for global multi-national companies before becoming a financial adviser, as well as the resilience, management and planning skills gained from my time in the military.

As a family man, I have probably been through many of the thought processes involved in trying to come up with the optimal plan to secure financial security and resilience. While everyone's circumstances are different and one size does not fit all, creating a personal, achievable plan is essential to facing the future with confidence and ensuring success.

I live in South-West London and advise clients in Greater London and the surrounding areas as well as nationwide. If you think you’d like test the water and get an opinion, guidance or advice, I would be very happy to speak with you.

What to expect

In advising you, I follow a simple and trusted 3 step process:

1. Free intro call to understand your needs

We will arrange a time to talk about your goals and plans.

2. Personalised plan

I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.

3. On going check-ins, on your terms

I'll be there as your financial adviser to give you the support you need.

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 09 April 2026.