Peter Boardman Email & Phone Number

I have 29 years experience in Financial Services and provide holistic advice, mainly to Business Owners, Directors and Senior Managers helping them with practical solutions to the financial issues that concern them most. My advice covers mainly Retirement Planning using Personal Pensions with access to St. James's Place internal funds or SIPPs/SSAS for business property purchase and access to whole of market funds via Discretionary Fund Management, available through Rowan Dartington, the discretionary fund management and stockbroking arm of St. James’s Place, all underpinned with sound Business Protection Solutions in conjunction with other Professionals for Wills and Partnership/Shareholder Agreements. More details are available on my company website.As a Senior Partner Practice of St. James’s Place Wealth Management based in Chesterfield, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years. Chesterfield is an excellent geographical location enabling us to reach out to existing and potential new clients all over the UK.To receive topical market and economic news direct into your inbox, please subscribe to my E-Briefing service. See the link to my website in my contact information above.The value of an investment with St. James’s Place or through Rowan Dartington may fall as well as rise. You may get back less than you invested. The flexibility of SIPP/SSAS allows you to spread the risk, especially if some investments perform badly. However, these do tend to have higher costs than a standard pension plan and active management is essential to maximise the benefits of the wider investment choice on offer. For these reasons, they will not be suitable for everybody and generally only those who are fairly experienced at actively managing their investment should consider this type of arrangement.The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.Wills are not regulated by the Financial Conduct Authority.Boardman Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).The title 'Partner Practice' is the marketing term used to describe St. James's Place representatives.

Listed skills include Pension Specialist, Investment Specialist, Pensions, Inheritance Tax Planning, and 21 others.