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Tony Peters is listed as Director at Due Diligence Solutions - Independent due diligence reviews on Platforms, DFM/AMs, CIP/CRP, MPS, ESG, VCT/EIS/Business Relief and Multi-Asset. at Due Diligence Solutions., based in Stretton, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Tony Peters.
Tony Peters previously worked as Director at Due Diligence Solutions. and Head of Due Diligence at Platform People. Tony Peters holds Maths, Mathematics, S Level In Mathematics And 7 Further A Levels from Oldswinford.
Having Joined Financial Services in 1990 I progressed from being a successful adviser to set up my own AR Firm with over 20 advisers. Ahead of RDR I then developed a proposition to help IFA's and Firms through the various stages of Due Diligence when choosing the appropriate Platform(s) and DFM's to support the Client and Investment Proposition. Each report is bespoke and tailored to meet the requirements of the IFA/Firm which in turn will satisfy the key elements highlighted by the FCA. I also complete consultancy work designed to meet the very detailed and specific needs of advisory firms which has included due diligence around model portfolios, D2C proposition and technology provider development plans for the UK platform market. My clients range from Sole-traders, HNW advisers, Regional firms, National firms, Networks and Banks which include many who are chartered status. A more detailed explanation along with client testimonials can be viewed on my website www.duediligencesolutions.net
Listed skills include Sales Management, Leadership, Innovation, Wrap Platform, and 38 others.
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United Kingdom
Independent Consultant specialising in Platform/DFM Due Diligence for Advisers and Firms across the financial services market. Expertise in Platforms, DFM´s and technology providers. Range of experience covering over 100 businesses which include National firms, Networks, Sole-Traders, Regional firms and Banks.
Birchwood, Warrington
Due DiligencePlatform People offer a range of Due Diligence services to support your platform strategy including:• Independent platform selection based on your business requirements• Review of your client proposition• Review of your investment proposition• Comprehensive documentation of your platform selection• DFM due diligence• Training of your staff following a due diligence review
North West
Recruited IFA's and Firms to join both National and Network propositions.
Cheshire
Successfully recruited IFA's and IFA Firms to build a new Region for the Company who had not had any distribution in the area previously. With some 30 advisers and a steadily growing turnover out of the blue "The Clarkson Hill Group" had their permissions removed and could no longer trade.
Manchester
Joined Inter Alliance after they acquired Lincoln Financial Group to develop the 2 Manchester office's for the group. I decided to leave when Millfield acquired them.
West Coast
Joined as a Regional Director based in Warrington I recruited a team of advisers from GAN and opened an office in Chester and Liverpool. After a number of successful years I was promoted to Divisional Director looking after 5 Regions and 350 advisers.
Northwest England
Recruitment and development of the advisers
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Tony Peters works for Due Diligence Solutions..
Tony Peters is listed as Director at Due Diligence Solutions - Independent due diligence reviews on Platforms, DFM/AMs, CIP/CRP, MPS, ESG, VCT/EIS/Business Relief and Multi-Asset. at Due Diligence Solutions..
Tony Peters is based in Stretton, England, United Kingdom while working with Due Diligence Solutions..
Tony Peters has worked for Due Diligence Solutions., Platform People, Self Employed, The Clarkson Hill Group Plc, and Inter Alliance Group.
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Tony Peters holds Maths, Mathematics, S Level In Mathematics And 7 Further A Levels from Oldswinford.
Tony Peters is listed with skills including Sales Management, Leadership, Innovation, Wrap Platform, Rdr, Due Diligence, Independent Financial Advice, and Development And Delivery Of Training.
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