Peter Allen

Peter Allen Email and Phone Number

Senior Director and Financial Planning Area Lead (North) @ Rathbones Group Plc
Liverpool, GB
Peter Allen's Location
Liverpool, England, United Kingdom, United Kingdom
Peter Allen's Contact Details

Peter Allen work email

Peter Allen personal email

n/a

Peter Allen phone numbers

About Peter Allen

Financial adviser, sharing my experience and expertise with clients, primarily to help manage the tax-efficient transition of capital to future generations.I am very open in my dealings with clients and their other advisers, and firmly believe in ensuring that my clients fully understand their overall position and the associated risks of any advice and their investments.I am part of our Liverpool office leadership/management team.Comments and/or content posted via this account represent my personal views and opinions, and not necessarily those of Investec/Rathbones

Peter Allen's Current Company Details
Rathbones Group Plc

Rathbones Group Plc

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Senior Director and Financial Planning Area Lead (North)
Liverpool, GB
Website:
rathbones.com
Employees:
2544
Peter Allen Work Experience Details
  • Rathbones Group Plc
    Senior Director And Financial Planning Area Lead (North)
    Rathbones Group Plc
    Liverpool, Gb
    View
  • Investec Wealth & Investment Uk
    Senior Director And Financial Planning Team Leader
    Investec Wealth & Investment Uk Apr 2019 - Present
    Liverpool, England, United Kingdom
    Leading and developing a team of financial planners and participating in the Liverpool office leadership/management team.Providing financial planning advice to a wide range of private clients.
    View
  • Investec Wealth & Investment Uk
    Financial Planning Director
    Investec Wealth & Investment Uk Apr 2014 - Mar 2019
    Liverpool, England, United Kingdom
    Providing financial planning advice to a wide range of private clients.
    View
  • Investec Wealth & Investment Uk
    Associate Director - Financial Planning
    Investec Wealth & Investment Uk Apr 2011 - Mar 2014
    Liverpool, England, United Kingdom
    Providing financial planning advice to a wide range of private clients.
    View
  • Step Liverpool Branch Committee
    Committee Member
    Step Liverpool Branch Committee Jul 2018 - Present
  • Step Liverpool Branch Committee
    Secretary
    Step Liverpool Branch Committee Jul 2019 - Mar 2023
  • Barnett Waddingham
    Investment Adviser
    Barnett Waddingham Oct 2008 - Mar 2011
    Liverpool, England, United Kingdom
    Providing financial planning, specialist pension, and investment advice to a wide range of individuals, pension schemes and trusts.
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  • Barnett Waddingham
    Pension Consultant
    Barnett Waddingham Dec 2002 - Mar 2011
    Liverpool, England, United Kingdom
    Establishing, running and advising on small self-administered pension schemes and SIPPs for HNWIs and owner-managers of small to medium sized businesses.
    View
  • Mercer
    Technical Assistant
    Mercer 2000 - 2002
    Liverpool, England, United Kingdom
    Establishing, running and advising on small self-administered pension schemes and SIPPs for HNWIs and owner-managers of small to medium sized businesses. Assisting trustees of larger occupational DC pension schemes.
    View

Peter Allen Skills

Pensions Investments Financial Advisory Strategic Financial Planning High Net Worth Individuals Retirement Trusts Financial Services Retirement Planning Financial Planning Sipp Pension Funds Wealth Management Investment Strategies Tax Investment Advisory Employee Benefits Asset Allocation Inheritance Tax Planning Defined Benefit Microsoft Excel Excel

Peter Allen Education Details

Frequently Asked Questions about Peter Allen

What company does Peter Allen work for?

Peter Allen works for Rathbones Group Plc

What is Peter Allen's role at the current company?

Peter Allen's current role is Senior Director and Financial Planning Area Lead (North).

What is Peter Allen's email address?

Peter Allen's email address is pe****@****n.co.uk

What is Peter Allen's direct phone number?

Peter Allen's direct phone number is 44.151.227*****

What schools did Peter Allen attend?

Peter Allen attended University Of Cambridge, Liverpool Blue Coat School.

What skills is Peter Allen known for?

Peter Allen has skills like Pensions, Investments, Financial Advisory, Strategic Financial Planning, High Net Worth Individuals, Retirement, Trusts, Financial Services, Retirement Planning, Financial Planning, Sipp, Pension Funds.

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