Peter has brought to Regency over 20 years of experience within the industry helping his clients through all aspects of financial planning to achieve their aspirations personally and financially whilst ensuring life’s eventualities do not get in the way of realising them.

On joining Regency Peter said “The business is truly aligned with my values and the values of my clients which enable me to deliver a bespoke professional service tailored to meet the needs of each individual to build exceptionally strong, trusted and lasting relationships whilst giving peace of mind regarding financial affairs with the satisfaction of great service”

Peter provides expert advice in all areas of wealth management with a vast knowledge of:

• Investment Planning
• Inheritance Tax Planning
• Retirement Planning (Pre and Post)
• Utilisation of tax allowances
• Protection Planning
• Building and Leaving a Legacy

Peter prides himself on his quality of service he offers by understanding the background to a client's finances, helping them to identify their priorities and the options available, and implementing a strategy that builds and protects their wealth.

He is dedicated to maintaining and building new trusted relationships which is evidenced by how he approaches building his business through personal referrals and understands generally friends, family and colleagues of his clients share similar concerns when it comes to their financial wellbeing and welcomes any introductions so he can help them benefit too.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.