Summary

My contacts details are plower@rpg.co.uk and my mobile number is 07876839061.

I advise Corporate clients. To asses, advise and arrange Autoenrolemnt compliant company pension schemes.

I offer business protection reviews, such as Key Person Insurance, Ownership Protection and Relevant Life assurance.

I also advise business owners and personal clients, Retirement planning, Investment Planning, Life and Health Insurance and Mortgage advice


Expertise


Personal Clients
-Protection
-Retirement Planning
-Investment advice
-Estate Planning
-Mortgage Advice.

Commercial Clients
-Protection Planning
-Pension Planning
-Investment advice
-Employee benefits










Experience

  • Lifetime Wealth Management Ltd

    Financial Planner
    2012 - 2015
  • HSBC PLC

    Financial Planning Adviser
    100+ Employees 2000 - 2012
    Providing regulated financial advice to both personal and commercial customers of bank
  • HSBC PLC

    Bank Official
    100+ Employees 1983 - 2000
  • RPG Wealth

    Corporate Financial Adviser
    6 - 20 Employees 2015 - Current

    RPG Wealth are a Chatered Financial Planning company.

    I have recently jonined as a Corporate Financial Planner to advise corporate clients on their Autoenrolment requirements.

    To complete full corporate financial planning advising on business protection, group insurance plans and pension schemes/

    I also advise business owners/directors with respect to retirement planning, Investment planning and protection and mortgage advice


Education History

  • A levels

    Cheshunt
    1976 - 1983

Qualifications

Diploma in Financial Services DipPFS Chartered Institute of Bankers Certificate in Mortgage Advice and Practice

Clubs and Associations

Member of Personal Finance Society

Interests and Hobbies

I support Queens Park Rangers Football Club

Email Peter

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