Peter Best - Chartered Paraplanner
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Peter Best - Chartered Paraplanner Email & Phone Number

Helping financial advisers help their clients - AdvDipFA PETR DipPFS CertLTCP CertsCII (L&P, FS & MP) EFA Ch.ALFBF at Sheffield Hallam University
Location: Chesterfield, England, United Kingdom 7 work roles 7 schools
1 work email found @tag.uk.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

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Work email p****@tag.uk.com
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Role
Helping financial advisers help their clients - AdvDipFA PETR DipPFS CertLTCP CertsCII (L&P, FS & MP) EFA Ch.ALFBF
Location
Chesterfield, England, United Kingdom

Who is Peter Best - Chartered Paraplanner? Overview

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Quick answer

Peter Best - Chartered Paraplanner is listed as Helping financial advisers help their clients - AdvDipFA PETR DipPFS CertLTCP CertsCII (L&P, FS & MP) EFA Ch.ALFBF at Sheffield Hallam University, based in Chesterfield, England, United Kingdom. AeroLeads shows a work email signal at tag.uk.com and a matched LinkedIn profile for Peter Best - Chartered Paraplanner.

Peter Best - Chartered Paraplanner previously worked as Postgraduate Student at Sheffield Hallam University and Club Photographer at Sheffield Steeldogs Ice Hockey Club. Peter Best - Chartered Paraplanner holds Financial Planning And Services from Sheffield Hallam University.

Company email context

Email format at Sheffield Hallam University

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*@tag.uk.com
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Profile bio

About Peter Best - Chartered Paraplanner

I am a financial services paraplanner with over 27 years experience of helping advisers help their clients.I can assist you with:➡ Investment Planning➡ Retirement Planning (including the use of SIPP, SSAS and Drawdown)➡ Pension Transfers (Both DB and DC)➡ Inheritance Tax Planning➡ Protection➡ Cashflow-modelling➡ Suitability Report writing➡ Lasting Powers of Attorney➡ Case checking

Listed skills include Financial Advisory, Personal Pensions, Sports Photography, Pensions, and 41 others.

Current workplace

Peter Best - Chartered Paraplanner's current company

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Sheffield Hallam University
Sheffield Hallam University
Helping financial advisers help their clients - AdvDipFA PETR DipPFS CertLTCP CertsCII (L&P, FS & MP) EFA Ch.ALFBF
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7 roles · 31 years

Peter Best - Chartered Paraplanner work experience

A career timeline built from the work history available for this profile.

Club Photographer

Current

Sheffield, England, United Kingdom

I am a match night and event photographer for the Steeldogs

Dec 2015 - Present

50/50 & Shirt Raffle Ticket Seller

Sheffield, England, United Kingdom

I promoted the 50/50 and Shirt raffles during all home games held during the season, this involved dealing with the general public visting the games and handling the money taken for tickets.

Sep 2014 - Dec 2015

Office Manager & Paraplanner

Tag Wealth Management

Sheffield, United Kingdom

During my time at TAG Wealth I provided technical and administerial support to the partners and advisers of the firm, liaised with clients, provided support to the members and Trustees of various pension schemes including Defined Benefit Schemes. Ensured that office is running efficiently and smoothly.I was also responsible for the checking of all.

Jul 2011 - Apr 2022

Administration Assistant & It Technician

Tag Wealth Management

Sheffield, United Kingdom

Provided support to all the sales advisers, processed new business, quotation requests and renewals of existing business.Provided support and maintenance for all computer systems used by the company

Jul 1997 - Jul 2011

Business Process Manager

Envi Data Ltd / Risk Transfer Solutions Ltd

Sheffield, United Kingdom

These companies were set up by one of the Partners of TAG Wealth Management to provide specialist environmental risk reports and insurance policies to SIPP's and SSAS's that were being used to hold property.My role involved the day to day running of the companies dealing with Trustees (both professional and member), scheme administrators, environmental.

Feb 2008 - May 2013

Checkout Assistant

Staveley, Chesterfield

This was a weekend job while I was still at school.Although officially I was a checkout assistant, I was expected to be flexible, and worked on the checkouts, shop floor and in the store warehouse as required.

1995 - 1996 ~1 yr
7 education records

Peter Best - Chartered Paraplanner education

Financial Planning And Services

➡ Master of Science in Wealth Management (Level 7) Current units include: Financial Derivatives and Risk Management Global Financial.

Financial Planning And Services

➡ Level 6 Diploma in Financial Advice ➡ Level 4 Certificate in Long Term Care and Later Life Planning ➡ Level 6 Pension Transfers.

Financial Planning And Services

➡ Level 3 Certificate in Mortgage Advice ➡ Level 4 Diploma in Financial Planning ➡ Level 3 Certificate in Regulated Financial Services.

Financial Planning And Services

Pearson

➡Level 3 Certificate in Providing Financial Services

Pensions And Retirement Planning

Pensions Management Institute

➡ Level 2 Award in Pension Essentials Completed Units: Introduction to UK Pensions Occupational Pension Scheme Design, Investments and.

Education record

Tupton Hall School & 6Th Form

➡Advanced GNVQ in Business ➡9 GCSE's including Maths and English

FAQ

Frequently asked questions about Peter Best - Chartered Paraplanner

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What company does Peter Best - Chartered Paraplanner work for?

Peter Best - Chartered Paraplanner works for Sheffield Hallam University.

What is Peter Best - Chartered Paraplanner's role at Sheffield Hallam University?

Peter Best - Chartered Paraplanner is listed as Helping financial advisers help their clients - AdvDipFA PETR DipPFS CertLTCP CertsCII (L&P, FS & MP) EFA Ch.ALFBF at Sheffield Hallam University.

What is Peter Best - Chartered Paraplanner's email address?

AeroLeads has found 1 work email signal at @tag.uk.com for Peter Best - Chartered Paraplanner at Sheffield Hallam University.

Where is Peter Best - Chartered Paraplanner based?

Peter Best - Chartered Paraplanner is based in Chesterfield, England, United Kingdom while working with Sheffield Hallam University.

What companies has Peter Best - Chartered Paraplanner worked for?

Peter Best - Chartered Paraplanner has worked for Sheffield Hallam University, Sheffield Steeldogs Ice Hockey Club, Tag Wealth Management, Envi Data Ltd / Risk Transfer Solutions Ltd, and Wm Morrison Supermarkets Plc.

How can I contact Peter Best - Chartered Paraplanner?

You can use AeroLeads to view verified contact signals for Peter Best - Chartered Paraplanner at Sheffield Hallam University, including work email, phone, and LinkedIn data when available.

What schools did Peter Best - Chartered Paraplanner attend?

Peter Best - Chartered Paraplanner holds Financial Planning And Services from Sheffield Hallam University.

What skills is Peter Best - Chartered Paraplanner known for?

Peter Best - Chartered Paraplanner is listed with skills including Financial Advisory, Personal Pensions, Sports Photography, Pensions, Fixed Annuities, Sipp, Adobe Acrobat, and Environmental Insurance.

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