BA, DipFA
Independent Financial Adviser
Derbyshire
An Independent Financial Adviser based in Leicestershire, with over 26 years’ experience of delivering professional advice to both personal and corporate clients. I have clients throughout the whole of the East Midlands and then into Lincolnshire and Yorkshire.
My aim is to provide easy to understand financial advice focusing on building and protecting the wealth and financial health of my clients. My independent status means I can offer advice on all aspects of financial planning using products from across the whole market and not just tied to one company.
My key areas of expertise include investment and wealth management, pension and retirement planning and both personal and business protection. I do a lot of work with clients to make sure they maximise tax allowances. I put my clients at the heart of everything I do ensuring that I operate with the highest level of integrity and transparency. I try to ensure all my clients not only have a robust bespoke financial plan in place but also take the time to educate clients on the journey so they understand why I am making specific recommendations.
I specialise in the following advice services:
Pension & Retirement Planning
When you think about the future, what does your retirement look like to you? An important question which we can help you answer.
Investment & Wealth Management
Creating, growing, and then maintaining wealth is key to successful financial planning and should be part of a longer-term investment strategy.
Personal Protection
Talking about illness, disability or death is never an easy conversation to have but protecting against the unexpected will help with financial security and ensure your family can cope should the worst happen.
Business Protection Planning
The importance of business protection is often overlooked but is key to helping business owners plan for the unexpected.
Contact Peter Broughton, your local adviser
We'll work with you to build a personal financial plan that's designed to help you achieve your individual ambitions.