Peter Packham Email & Phone Number

QualificationsAdvanced Financial Planning Certificate: G10 Taxation & TrustsG20 Personal Investment PlanningG60 PensionsJ05 Pensions Retirement OptionsAF5 Financial Planning ProcessPensions Management Institute Certificate in Pensions Automatic EnrolmentExperienceI joined the industry in 1983 and have worked in various roles for insurance companies and as an adviser. Prior to joining LEBC Group in 2008 I worked for 5 years as Corporate Pensions Manager North East for Friends Provident Life & Pensions Ltd. In January 2012 I joined Beaumont Robinson as a Senior Consultant and Auto Enrolment Project Manager.In July 2014 I joined Arthur J Gallagher as a Wealth Management Adviser and then became an Employee Benefit Consultant with the same company in January 2015.I left Arthur J Gallagher in November 2015 due to illness and had a career break whilst I recovered. I am now fully recovered, the career break is now over and I was very pleased to join Capita Employee Benefits as an Engagement Consultant in July 2016.Specialties: Employer sponsored pension schemes, pension transfers and retirement options, individual financial planning.

Listed skills include Pensions, Strategic Financial Planning, Inheritance Tax Planning, Investments, and 19 others.

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  Maidstone Grammar School For Boys