Financial Adviser, DipPFS in London
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.
In the UK, there are around 3.3 million pension pots that are considered as ‘lost’, containing an average of around £9,500 per pot*. Nobody wants to be missing out on money they have built up in a pension, but there’s good news - this kind of financial hit is completely avoidable.
This one might seem obvious, but it’s easy to lose track of your pension pots, where they are, and what they’re doing. If you make a note of your pension providers, and check your pot(s) regularly, you’re far less likely to lose one of them over time.
Your investment allocation is where and how you’re investing your pension. Often, people will just use their pension provider’s default setting. But this might not actually be right for your retirement goals and risk profile. So, it’s a good idea to revisit this every few years.
If you’ve had a windfall recently, like a pay rise, bonus, or inheritance, putting a portion of it into your pension is a good idea. Not only is it tax-efficient, but you’ll be glad when your retirement comes around.
As an adviser, my role is to help you get all of this done simply, with all the facts and information you need. That might be helping you review your risk profile, consolidating old pension pots, or making a plan to help you retire early. Investing can help your money grow over time, but the value of investments can go down as well as up.
If that sounds good to you, please get in touch.
Approver Quilter Financial Services Limited. June 2026.
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and 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.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
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.
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
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.
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.
