“My emphasis is on maintaining a long term professional and trusted relationship with my clients and to provide them with a source of expert advice as their needs evolve over the years”
My company is committed to providing high quality, tailored and confidential financial solutions to clients both professional and personal, and since 1998 has been working together with individuals, their families and businesses seeking to achieve four principle financial objectives:
- Gaining financial protection against risk
- Building and maintaining capital
- Managing cash and borrowings
- Minimising the effect of taxation
Personal referrals and recommendations from existing clients are testament to the measure of client satisfaction and my dedication in providing the highest level of financial advice.
I can be contacted through my office on 01159 775027, mobile 0797 0177 101 or through my website at www.petersimonsfinancialservices.co.uk
Peter Simons Financial Services 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 at www.sjp.co.uk. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.