Peter Ditchburn Fpfs Email and Phone Number
Clients can reach me on 07875 536228.I offer independent financial advice to people who have retired or who will be retiring imminently, and also assist the trustees of discretionary trusts. The service focusses on helping people plan their investment and pension portfolios as well as their total family wealth.I use a combination of evidence based investment strategies and sensible tax mitigation measures to improve the financial position of my clients. Together, we can make a financial plan that ensures your money is used to give you a comfortable and enjoyable retirement. If you wish to protect and grow your family wealth we can maximise the value for your loved ones and protect your legacy from unnecessary tax and other risks.I refrain from giving any recommendations unless confident that the benefits of the advice will outweigh the cost.
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Chartered Financial PlannerDeep Dive Financial Planning / 2Plan Nov 2022 - PresentLondon, England, United KingdomDeep Dive Financial Planning is a member of the 2plan network of independent financial advisers. These are our values:- A philosophy of helping advised families gain the best outcomes in life from the assets they hold on paper. By establishing the purpose of a portfolio, whether that is security, peace of mind or enjoyment, we can aim to deliver the best benefit at the appropriate time and to the right person.- Top quality advice from a top tier financial adviser with a specific focus on needs at retirement and further into later life. Peter is Chartered, a Fellow of the PFS and holds full SOLLA accreditation.- The service and responsiveness you would expect from a boutique IFA but with the cost efficiency and cutting-edge technology of a national network.- A focus on evidence-based investment principles founded on Nobel-prize winning research and data going back over a century.- A healthy disdain for jargon, complexity and wordiness. A direct approach which helps clients achieve the clarity to make an informed decision once all relevant facts are known.- A commitment to refrain from giving any advice unless confident that the benefits of the advice are likely to massively outweigh the cost.
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DirectorDeep Dive Estate Planning Nov 2022 - PresentLondon, England, United Kingdom -
Chartered Financial PlannerBuckingham Gate Chartered Financial Planners Aug 2019 - Nov 2022London, United Kingdom -
Chartered Financial PlannerCavendish Brooke And Openwork Aug 2014 - Aug 2019London, United Kingdom
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Wealth Management ConsultantHarrison-Bailey Wealth Management Ltd Feb 2014 - Jul 2014Bromley, United Kingdom
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Senior Financial ConsultantNationwide Building Society Dec 2008 - Jan 2014
Peter Ditchburn Fpfs Skills
Peter Ditchburn Fpfs Education Details
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Society Of Later Life AdvisersLater Life Financial Advice -
Chartered Insurance Institute -
Institute Of Financial Services -
Mathematics And Statistics -
Heathfield Community College
Frequently Asked Questions about Peter Ditchburn Fpfs
What company does Peter Ditchburn Fpfs work for?
Peter Ditchburn Fpfs works for Deep Dive Estate Planning
What is Peter Ditchburn Fpfs's role at the current company?
Peter Ditchburn Fpfs's current role is Chartered Financial Planner.
What schools did Peter Ditchburn Fpfs attend?
Peter Ditchburn Fpfs attended Society Of Later Life Advisers, Chartered Insurance Institute, Institute Of Financial Services, University Of Newcastle-Upon-Tyne, Heathfield Community College.
What skills is Peter Ditchburn Fpfs known for?
Peter Ditchburn Fpfs has skills like Financial Advisory, Pensions, Retirement Planning, Inheritance Tax Planning, Investments, Finance, Wealth Management, Income Protection, Investment Advisory, Insurance, Mortgage Lending, Critical Illness.
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