Peter experience is also complemented professionally by having completed the Diploma in Financial Planning.Read More
Peter Wilcox Financial Management, Senior Partner Practice of St. James's Place Wealth Management, provides reliable and expert advice for individuals and businesses seeking to achieve three principal financial objectives;
- Build or preserve capital
- Manage cash and borrowings
- Gain financial protection against risk
They specialise in providing a personal advice consultation resulting in sound financial advice for clients who have created wealth, or who have spare financial capacity and require specialist advice to protect their estate and wealth.
Focusing upon maintaining a long-term, trusted relationship with clients, showing distinct quality, integrity and excellence is an important aspect of the practice.
This in turn gives clients financial peace of mind. The level of satisfaction may be judged by the fact that most new clients arrive as a result of personal recommendation by existing clients.
For over 30 years, Peter Wilcox has specialised in offering expert advice in a wide range of important areas including investment planning, inheritance tax planning, pensions and protection.
"We offer a dedicated service to all our clients, helping them to create a firm foundation in meeting their financial objectives, so that they can look to the future with confidence and optimism.
Read about our past events.Read More
A number of our Advisers are qualified Later Life Adviser and Member of the Society of Later Life Advisers.Read More
We pride ourselves upon taking a proactive role in helping charities and those less fortunate than ourselves.Read More