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Peter Matthews Acii Fpfs is listed as Now Retired (September 2023) Integrity365 Chartered Financial Planner / IFA Match report writer for Reading FC Women (WSL) @thetilehurstend What’s life without coffee, tea cakes, RFC, friends,family (not in that order). at Retired, a company with 10 employees, based in Greater Reading Area, United Kingdom, United Kingdom. AeroLeads shows a work email signal at live.co.uk and a matched LinkedIn profile for Peter Matthews Acii Fpfs.
Peter Matthews Acii Fpfs previously worked as Retired at Retired and Chartered Financial Planner at Integrity365.
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Taking a long break (I'm reluctant to use the word retirement....as I'm sure I will still have plenty of work to do!) After nearly 40 years of financial services employment I have written my own prescription and I am taking my own medicine (often given to many clients over the years) to take an 'employment break' from the world of financial planning advice.My current (short-term) plan is simple. Create more time to spend with my wife, my family, my friends and to do 'other non-work related things' (whatever that might look like). The longer-term plan and future is exciting and yet to be decided (who knows where this next chapter will take me). Financial services and especially financial planning is an excellent career. It's not easy (and getting harder) but rewarding and often fun (sometimes with a small "f"). It has been a privilege to be allowed into the private, personal and financial lives of the individuals and families I have worked with (and one which should not be taken for granted). Thank you.And thank you to anyone I have worked with over the many years and especially to those that I have worked with on many occasions (why would you keep letting me back in ?!?!?). For many it probably won't be the last time you hear from me (sorry) as I'm sure I still have a bit more to offer and life left in me yet!
Listed skills include Pensions, Retirement, Financial Services, Employee Benefits, and 31 others.
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Taking a long break (I'm reluctant to use the word retirement....as I'm sure I will still have plenty of work to do!) After nearly 40 years of financial services employment I have written my own prescription and I am taking my own medicine (often given to many clients over the years) to take an 'employment break' from the world of financial planning.
Reading, England, United Kingdom
I have ‘a peculiar fascination’ to make pension and investment saving easy (easier!) to understand and demystify the complexity that often unnecessarily surrounds this subject. I help individuals create meaningful goals, with no financial jargon and to keep these on track within a friendly, relaxed and informal meeting of minds. Over the years I've found.
Helping clients create meaningful goals and solutions through Financial Planning to get more from their financial resources. Keeping financial planning easy to understand (no jargon), to remain on track within a friendly, relaxed and informal meeting of minds. I am a Chartered Financial Planner and Fellow of the Personal Finance Society.Many of my clients.
Reading, United Kingdom
Helping clients create meaningful goals and solutions through Financial Planning to get more from their financial resources. I am a Chartered Financial Planner and Fellow of the Personal Finance Society.Many of my clients objectives include planning, phasing or simply enjoying retirement (whatever this may look like), wealth preservation, income needs.
Workplace Pension Scheme advice, guidance and Governance to employers. Helping learning, understanding and education to employees via interactive, relaxed and fun (!) seminars, presentations and virtual surroundings. Why wouldn't you want to know more about the benefits of saving for retirement?
IFA Account Manager based in Reading providing support to IFA's in Berkshire and Oxfordshire.
My initiation in to the world of independent financial advice in the world of financial services and wealth management. Progression from administration support, paraplanning and report writing to Independent Financial Adviser.
Other employees you can reach at byggfokus.com. View company contacts for 10 employees →
Bob Bruce
Colleague at RetiredUnited States, United States
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Ashley Welch
Colleague at RetiredBelper, England, United Kingdom, United Kingdom
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Sabine Smitley
Colleague at RetiredMetro Jacksonville, United States
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Steve Malley
Colleague at RetiredFrederick, Maryland, United States, United States
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Joyce Bracey
Colleague at RetiredNew Rochelle, New York, United States, United States
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Caroline White
Colleague at RetiredUnited Kingdom, United Kingdom
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Jeannette Bochniak
Colleague at RetiredNational City, California, United States, United States
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Jason Lowson
Colleague at RetiredBallarat, Victoria, Australia, Australia
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Kevin Davidson
Colleague at RetiredGreater Edinburgh Area, United Kingdom
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Jenny Clements
Colleague at RetiredLittleton, Colorado, United States, United States
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Peter Matthews Acii Fpfs works for Retired.
Peter Matthews Acii Fpfs is listed as Now Retired (September 2023) Integrity365 Chartered Financial Planner / IFA Match report writer for Reading FC Women (WSL) @thetilehurstend What’s life without coffee, tea cakes, RFC, friends,family (not in that order). at Retired.
AeroLeads has found 1 work email signal at @live.co.uk for Peter Matthews Acii Fpfs at Retired.
Peter Matthews Acii Fpfs is based in Greater Reading Area, United Kingdom, United Kingdom while working with Retired.
Peter Matthews Acii Fpfs has worked for Retired, Integrity365, Chadwicks Ifa, Mercer Jelf Financial Planning Https://Www.Linkedin.Com/Company/Mercer/, and Jelf Group Plc.
Peter Matthews Acii Fpfs's colleagues at Retired include Bob Bruce, Ashley Welch, Sabine Smitley, Steve Malley, and Joyce Bracey.
You can use AeroLeads to view verified contact signals for Peter Matthews Acii Fpfs at Retired, including work email, phone, and LinkedIn data when available.
Peter Matthews Acii Fpfs is listed with skills including Pensions, Retirement, Financial Services, Employee Benefits, Retirement Planning, Defined Benefit, Insurance, and Financial Advisory.
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