Senior Partner Practice of St. James's Place Wealth Management
Peter has brought to Regency over 15 years of experience within the industry, helping his clients through all aspects of financial planning to achieve their personal and financial aspirations, whilst ensuring that life’s eventualities do not get in the way.
Peter prides himself on the quality of service he offers, understanding his clients’ financial backgrounds, helping them to identify their priorities and the options available, and implementing a strategy that helps build and protect their wealth.
Contact Peter Whittaker - Wealth Management Consultant
The Partner Practice is an Appointed Representative of and 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 www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Regency Financial Planning is a trading name of Regency Wealth Ltd. Regency Wealth Ltd is registered in England and Wales, Number 7970712. Registered Office: Unit 6 Calder Close, Calder Park, Wakefield, West Yorkshire, WF4 3BA.