Owner
CurrentI am owner and Managing Director of Essential IFA which I set up in 2007 to help both business and personal individuals in the area of financial planning
Please complete the CAPTCHA to continue
@essentialifa.com
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Peter Herd is listed as Professional Financial Adviser and member of The Chartered Institute Of Bankers in Scotland at Essential IFA Ltd, based in Greater Ipswich Area, United Kingdom, United Kingdom. AeroLeads shows a work email signal at essentialifa.com and a matched LinkedIn profile for Peter Herd.
Peter Herd previously worked as Owner at Essential Ifa Ltd and Senior Business Financial Planning Manager at Natwest. Peter Herd holds Fpc, Financial Services from Chartered Institute Of Insurance.
This section adds company-level context without repeating Peter Herd's masked contact details.
AeroLeads found 1 current-domain work email signal for Peter Herd. Compare company email patterns before reaching out.
At Essential IFA building a financial future for our clients is paramount. We believe in giving unbiased financial advice that bests suits you and your needs and as we are independent we are able to give unbiased advice based on the entire market.Essential IFA was established by Peter Herd in 2007 and although we are based in Ipswich, we are dealing with clients in Suffolk, London and Essex. We are able to give independent financial advice to both companies and individuals and we specialise in:• Pensions• Investments• Complete retirement planning services• Financial protection for both your family and income• Wills and Trust servicesWe are also fully qualified experienced financial advisers and keep our knowledge up to date for an ever-changing market within the financial world. We are also regulated by the Financial Conduct Authority (FCA).About Peter HerdI am a member of the Chartered Institute of Bankers in Scotland and have over 20 years’ experience within financial services and have worked in both Banks and Building Societies. I have worked in many fields of financial planning including Business Banking and so I am able to give independent advice based on a client’s entire financial situation. I am FCA registered and hold a Level 5 Diploma in Investment Planning. I also have a current Statement of Professional Standing which complies with RDR regulations.For more information please do not hesitate to contact us or visit our website.Essential IFA is an appointed representative of the Whitechurch Network Ltd which is authorised and regulated by the Financial Conduct Authority (FCA).The Financial Conduct Authority may not regulate all products or services on this website including tax planning.Essential IFA offers services only to investors in the UK.The value of your investment is not guaranteed, it may go down as well as up and income from it may fluctuate and you may not get back your original investment.
Listed skills include Pensions, Investments, Strategic Financial Planning, Financial Advisory, and 36 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
I am owner and Managing Director of Essential IFA which I set up in 2007 to help both business and personal individuals in the area of financial planning
Charring Cross
Giving financial advice on pensions and investments to individuals and companies.
I was giving investment & savings advice to personal customers
Quick answers generated from the profile data available on this page.
Peter Herd works for Essential IFA Ltd.
Peter Herd is listed as Professional Financial Adviser and member of The Chartered Institute Of Bankers in Scotland at Essential IFA Ltd.
AeroLeads has found 1 work email signal at @essentialifa.com for Peter Herd at Essential IFA Ltd.
Peter Herd is based in Greater Ipswich Area, United Kingdom, United Kingdom while working with Essential IFA Ltd.
Peter Herd has worked for Essential Ifa Ltd, Natwest, and Chelsea Building Society.
You can use AeroLeads to view verified contact signals for Peter Herd at Essential IFA Ltd, including work email, phone, and LinkedIn data when available.
Peter Herd holds Fpc, Financial Services from Chartered Institute Of Insurance.
Peter Herd is listed with skills including Pensions, Investments, Strategic Financial Planning, Financial Advisory, Financial Services, Inheritance Tax Planning, Wealth, and Income Protection.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Peter Herd you were looking for.