Peter Greenwood FPFS, FCCA, TEP, SOLLA
Chartered Financial Planner
Peter is one of the most highly qualified financial advisers in the UK and one of a small number of Fellow status Chartered Financial Planners. He is a non practising Chartered Certified Accountant and a full member of STEP, a qualification held by solicitors specialising as Trust & Estate Practitioners. Added to this, he is a full member of the respected Society of Later Life Advisers. The Practice is founded on trust, excellent service and superior wealth management planning.
Peter embarked on his financial services career over 30 years ago and in that time has gained valuable skills and experience in Accountancy, Finance & Tax, Investments, Client Service and more recently was principal consultant into organisations such as Barclays Wealth Management, Barclays Private Clients, Zurich Financial Services, Halifax, Bank of Scotland (HBOS), and Equitable Life mainly consulting on improving client related services. With his commercial and financial expertise, he was chosen to provide his skills to Save the Children charity.
His vision is to provide clarity for his customers, enabling them to benefit and maximise the wealth and growth of their investments and assets across both their professional and personal interests.
He has lived in West Sussex for over 25 years.
In his leisure time he enjoys skiing, cycling and walking, music, theatre and cinema.
He is dedicated to offering his clients long term advice taking into account their aims and objectives, helping them to secure their financial futures for themselves and their families.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.