Estate Planning…perhaps, for most, not the most exciting subject in the world, but let me tell you why it makes me so happy. There are many things in my life that make me happy…live music (particularly Bruce Springsteen), rugby and walking, but the thing that makes me happiest (and proudest) is my family, particularly my two beautiful daughters. When I pass away I want to be 100% sure that my assets will pass to my loved ones and that they will be safeguarded from unnecessary future emotional stress and financial worries. Did you know that only about a third of us get around to making even basic provisions for our loved ones? And yet it is so simple. It all starts with a 10 minute chat with me on the phone or over Zoom to understand what you want to achieve. I then produce full recommendations which we can chat through face-to-face before you make any decisions. All of this is at no cost to you and with no obligation. How do you know you can rely on my advice? I am a fully qualified estate planner and have been advising clients in this capacity for more than 7 years now. Prior to that I worked in banking and financial services, so my background in the sector is extensive. By working with me you will have peace of mind that your wishes will be met and security for you and your loved ones.
Earle Estate Planning
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Estate PlannerEarle Estate Planning Jan 2024 - PresentSurrey, England, United KingdomHelping protect your assets for future generations, with Wills, Trusts and Lasting Powers of Attorney.
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Specialist Estate PlannerLegacy Legal Dec 2017 - Feb 2024Surbiton, Greater London, United KingdomI specialise in creating asset protection strategies to protect my clients against the effects on a family’s wealth of divorce, separation, bankruptcy, the costs of long term care provision and the implications and effects of Inheritance Tax. The strategies adopted typically include writing and re-writing client’s Wills, establishing Trusts and Lasting Power of Attorneys.
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Ifa Proposition DirectorIrc - Independent Resourcing Consultancy Feb 2020 - Jun 2020London & Home Counties -
PrincipalAlternative Solutions Feb 2016 - Feb 2020Using my professional network built up over 30 years to help Entrepreneurs, Principals, Executives, Directors, Professionals and Families build capital and achieve their financial goals.
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Consultant, Membership And SponsorshipPrivate Client Dining Club Limited Nov 2017 - Jan 2019London, Greater London, United KingdomPrivate Client Dining Club (PCD) is the premier business networking club for international private client professionals -
PrincipalPeter Earle Wealth Management, Partner Practice Of St. James'S Place Wealth Management Sep 2009 - Oct 2015I provide personal, long term Wealth Management and Financial Planning solutions for high net worth Private Clients and their families, Business Professionals, Principals, Owners and Directors.
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DirectorUbs Jun 2008 - Apr 2009London, United KingdomDirector within the Professionals and Executives section of the Wealth Management division -
Financial Planning ConsultantPkf Financial Planning Ltd Jan 2005 - Mar 2008GuildfordFinancial Planning Consultant within PKF's top performing financial planning office in Guildford, Surrey.
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Financial AdviserHolden Meehan 2001 - 2004Bespoke financial planning solutions for high net worth professionals with a particular 'slant' towards ethical and socially responsible investments
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Financial AdviserCharcol Holden Meehan 2000 - 2003As Holden Meehan
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Financial Planning ManagerNatwest 1990 - 2000Providing financial solutions to the Bank's high net worth clients
Peter Earle Dippfs Education Details
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Wimbledon College
Frequently Asked Questions about Peter Earle Dippfs
What company does Peter Earle Dippfs work for?
Peter Earle Dippfs works for Earle Estate Planning
What is Peter Earle Dippfs's role at the current company?
Peter Earle Dippfs's current role is Estate Planner | Securing your assets for future generations.
What schools did Peter Earle Dippfs attend?
Peter Earle Dippfs attended Wimbledon College.
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