Peter Brooke

Peter Brooke Email and Phone Number

International Financial Planner @ The Spectrum IFA Group
barcelona, catalonia, spain
Peter Brooke's Location
Valbonne, Provence-Alpes-Côte d'Azur, France, France
Peter Brooke's Contact Details

Peter Brooke work email

Peter Brooke personal email

n/a
About Peter Brooke

Thanks for taking the time to have a look at my profile. My philosophy is to build long term trusting relationships with all of my clients via a clear, concise and professional manner. I aim to cut through the jargon to often used by the finance industry and to provide simple and effective solutions to all aspects of personal finance and property purchase. Using me as your financial adviser could give you... * a clear plan as to how to best structure your finances when moving to France.* a fully personalised set of solutions to help implement your financial plan * a loyal and personable adviser to work closely with to reach your financial and life goals. a bit more information about me and my background: My qualifications include UKSIP Investment Management Certificate and the Chartered Institute of Insurers Financial Planning Certificate and I am a certified member of the UK Chartered Institute of Insurers (Cert PFS). I have 18 years experience in personal finance split between the UK and English speaking expatriate market in France. My services include independent advice regarding : • Local and International retirement solutions for expatriates; including QROPS and Assurance Vie; • Wealth & asset management and asset protection solutions;• Property purchase lending in France and across Europe;• Family protection, personal and business insurance; • Tax advice and corporate structure planning in France and across Europe;please do feel free to contact me for more information and thanks for reading my profile. Outside of work I love snowboarding and rugby (as a keen spectator now!). I am learning Golf.

Peter Brooke's Current Company Details
The Spectrum IFA Group

The Spectrum Ifa Group

View
International Financial Planner
barcelona, catalonia, spain
Website:
spectrum-ifa.com
Employees:
54
Peter Brooke Work Experience Details
  • The Spectrum Ifa Group
    International Financial Planner
    The Spectrum Ifa Group Jun 2004 - Present
    Cote D'Azur, France
    I am a qualified and experienced financial planner and investment adviser. My clients are all English speaking expatriates living permanently in France, or planning to move to France. I provide A-Z planning including cash flow analysis of future revenue and expenditure, tax planning for efficient income and inheritance and retirement planning to help you understand what your retirement in France will look like. I only want to build long term mutually beneficial relationships with my clients and so being transparent about the pros and cons and the costs of financial and fiscal solutions is vitally important to me; no one should invest in something they don't understand. My clients are protected by a high level of local regulation, we do not passport or 'trip' into France but live in the communities we work with. I am passionate about responsible investing and believe we have an obligation (and an opportunity) to ensure that our capital is put to use growing for us at the same time as not borrowing from the future generations. We must all work together to fix the problems we have jointly created.
  • Spectrum Ifa Group
    Fund Selection And Portfolio Construction
    Spectrum Ifa Group Jun 2009 - Present
    Research, design and monitoring of regulated fund 'white list' for advice team of The Spectrum IFA Group, and their clients. Model portfolio construction design and monitoring across various investment solution platforms.
  • My Way Code Cic
    Non Executive Director
    My Way Code Cic May 2015 - Present
    Financial Strategy, funding and partnership relations. My main role is to help this amazing concept get fully to market with an online and offline programme. We require funding to launch the My Way Code minimum viable product - platform and initial phase App. I would be interested to link with anyone who might assist us in raising funds for this important and brilliant programme.
  • World Health Innovation Summit
    Partnership Account Manager
    World Health Innovation Summit Jan 2019 - Jan 2021
    Financial education, especially for children, and sustainability have always been an interest and passion to Peter, and he is keen to ‘give something back’ and so joins the WHIS team to help develop and grow the WHIS corporate partnership programme for Summits and for the UNGSII SDGs.
  • Bestinvest Brokers Plc.
    Investment Adviser
    Bestinvest Brokers Plc. Sep 1999 - Jul 2003
    London, United Kingdom
    Senior adviser dealing with the management of client portfolios. Adviser for own high net worth clients providing portfolio monitoring, needs analysis, asset balance and holistic financial solutions.
  • Wyeth Laboratories
    Medical Sales Representative
    Wyeth Laboratories May 1998 - Jul 1999
    Oxford, United Kingdom
  • Astra Pharmaceuticals
    Medical Sales Representative
    Astra Pharmaceuticals Sep 1995 - May 1998
    Oxford, United Kingdom

Peter Brooke Skills

Investments Strategic Financial Planning Portfolio Management Asset Management Financial Advisory Wealth Management Financial Services Wealth Finance Pensions Financial Planning Mutual Funds Asset Managment Investment Advisory Retirement Planning Retirement Investment Management Insurance High Net Worth Individuals Financial Planners Independent Financial Advice Financial Risk Estate Planning Mortgage Lending Banking Qrops Inheritance Tax Planning Wealth Management Services Income Protection Wealth Accumulation Fixed Annuities Tax Asset Allocation Investment Strategies Alternative Investments Private Banking Critical Illness Equities Protection Savings Strategic Planning Asset Protection Health Insurance Life Insurance Customer Service Personal Finance Mortgage Customer Relations Portfolio Optimization Investment Properties

Peter Brooke Education Details

Frequently Asked Questions about Peter Brooke

What company does Peter Brooke work for?

Peter Brooke works for The Spectrum Ifa Group

What is Peter Brooke's role at the current company?

Peter Brooke's current role is International Financial Planner.

What is Peter Brooke's email address?

Peter Brooke's email address is pe****@****ifa.com

What schools did Peter Brooke attend?

Peter Brooke attended University Of Sussex, Warminster School, Brockhurst School.

What are some of Peter Brooke's interests?

Peter Brooke has interest in Children, Investing, Snowboarding, Education, Science And Technology, Squash, Rugby (Especially Bath And England), Animal Welfare, Field Hockey.

What skills is Peter Brooke known for?

Peter Brooke has skills like Investments, Strategic Financial Planning, Portfolio Management, Asset Management, Financial Advisory, Wealth Management, Financial Services, Wealth, Finance, Pensions, Financial Planning, Mutual Funds.

Who are Peter Brooke's colleagues?

Peter Brooke's colleagues are David Holmes, Katriona Murray, Chris Burke, Amanda Johnson, Graham Dixon, Charles Hutchinson, Chris Webb.

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