Peter Brooke Email and Phone Number
Peter Brooke work email
- Valid
Peter Brooke personal email
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.
The Spectrum Ifa Group
View- Website:
- spectrum-ifa.com
- Employees:
- 54
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International Financial PlannerThe Spectrum Ifa Group Jun 2004 - PresentCote D'Azur, FranceI 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. -
Fund Selection And Portfolio ConstructionSpectrum Ifa Group Jun 2009 - PresentResearch, 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. -
Non Executive DirectorMy Way Code Cic May 2015 - PresentFinancial 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.
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Partnership Account ManagerWorld Health Innovation Summit Jan 2019 - Jan 2021Financial 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. -
Investment AdviserBestinvest Brokers Plc. Sep 1999 - Jul 2003London, United KingdomSenior 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. -
Medical Sales RepresentativeWyeth Laboratories May 1998 - Jul 1999Oxford, United Kingdom -
Medical Sales RepresentativeAstra Pharmaceuticals Sep 1995 - May 1998Oxford, United Kingdom
Peter Brooke Skills
Peter Brooke Education Details
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Molecular Genetics And Biotechnology -
Warminster School -
Brockhurst School
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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