Senior Partner Practice of St. James's Place Wealth Management
Peter has brought to Regency over 17 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:
Inheritance Tax Planning
Retirement Planning (Pre and Post)
Utilisation of tax allowances
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.
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.