Peter Stanworth, Dipfa Mifs Cemap

Peter Stanworth, Dipfa Mifs Cemap Email and Phone Number

Senior Financial Consultant, Your Future Perfect Wealth Management @ JMS Wealth Management
Fareham, GB
Peter Stanworth, Dipfa Mifs Cemap's Location
Fareham, England, United Kingdom, United Kingdom
About Peter Stanworth, Dipfa Mifs Cemap

I have nearly 40 years’ experience in the financial services industry, specialising in Retirement Planning, Pension Planning & Pension Drawdown. As an experienced financial adviser, I am passionate about helping clients make the most of their lives by aligning finances with what is most important to them.I gained 30 years’ experience in various roles at Lloyds Bank & TSB, joining the team at Your Future Perfect Wealth Management in 2013 & I am keen to share my knowledge & experience in all areas of financial planning. I have a comprehensive understanding of a wide range of wealth management services covering; Pension and Retirement Planning, Investment Planning, Income Drawdown Schemes, Portfolio Management, Trust & Estate Planning, Specialist Insurance & Life Assurance.My goal is to provide clients with a tailormade financial plan that is regularly reviewed to check it remains suitable & relevant for their changing circumstances. I work with both individuals & corporate clients, providing bespoke financial solutions relevant to their needs. My aim is to build & maintain long & trusting client relationships by offering regular ongoing reviews & outstanding customer service. I am particularly keen to help my clients achieve the retirement they dream of and deserve.Outside of work I love all things outdoors including kayaking, paddle boarding, running & trying to play golf. I enjoy walking, especially with my dog & I’m also a keen chef (when I have the time). I also love music & follow my sons avidly in their band, Barbudo.Your Future Perfect Wealth Management Limited is a Senior Partner Practice of St. James’s Place Wealth Management giving our clients peace of mind and access to a broad range of expertise. We cover Hampshire, the South Coast and London.The value of an investment with St. James's Place may rise as well as fall. You may get back less than you invested. Trusts are not regulated by the financial authority.Your Future Perfect Wealth Management 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) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.Your Future Perfect Wealth Management Limited is a trading name of Future Perfect Wealth Management Ltd.

Peter Stanworth, Dipfa Mifs Cemap's Current Company Details
JMS Wealth Management

Jms Wealth Management

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Senior Financial Consultant, Your Future Perfect Wealth Management
Fareham, GB
Peter Stanworth, Dipfa Mifs Cemap Work Experience Details
  • Jms Wealth Management
    Senior Financial Consultant, Your Future Perfect Wealth Management
    Jms Wealth Management
    Fareham, Gb
  • Jms Wealth Management
    Senior Financial Consultant, Your Future Perfect Wealth Management
    Jms Wealth Management Mar 2013 - Present
    Fareham
    JMS Wealth Management is a Senior Partner Practice of St. James’s Place Wealth Management giving our clients peace of mind and access to a broad range of expertise. We are a small wealth management company with exceptional customer service levels. The success of our practice is based on maintaining long-term relationships with our clients and providing them with a source of trusted advice as their financial needs evolve over time. We cover Hampshire, the South Coast and London.Working alongside Justin and the JMS team I offer clients a holistic level of advice and a bespoke service. I have 30 plus years experience in the industry, and since joining JMS I have built excellent client relationships and have continued to build a new client base through recommendation.If you would like to discuss any aspect of your financial planning, then I would be delighted to hear from you.
  • Lloyds Banking Group
    Financial Advisor
    Lloyds Banking Group Feb 1983 - Mar 2013

Peter Stanworth, Dipfa Mifs Cemap Education Details

  • Havant Sixth Form College
    Havant Sixth Form College
  • St. Johns College, Southsea, England
    St. Johns College, Southsea, England

Frequently Asked Questions about Peter Stanworth, Dipfa Mifs Cemap

What company does Peter Stanworth, Dipfa Mifs Cemap work for?

Peter Stanworth, Dipfa Mifs Cemap works for Jms Wealth Management

What is Peter Stanworth, Dipfa Mifs Cemap's role at the current company?

Peter Stanworth, Dipfa Mifs Cemap's current role is Senior Financial Consultant, Your Future Perfect Wealth Management.

What schools did Peter Stanworth, Dipfa Mifs Cemap attend?

Peter Stanworth, Dipfa Mifs Cemap attended Havant Sixth Form College, St. Johns College, Southsea, England.

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