Peter Wickson Dip PFS, Independent Financial Adviser at Expert Financial Solutions
Peter is a professionally qualified and experienced independent financial
adviser specialising in wealth management and estate preservation. In particular
the use of trusts to mitigate inheritance tax and preserve your estate for
future generations. Peter has a great deal of experience in financial services
and has been an adviser since 1984.
Work history:
April 1982 to February 1998, with major UK insurer advising on a wide range of financial products.
February 1998 to October 2004, managing director and independent financial adviser with a local IFA firm specialising in wealth management and estate preservation. During this period also acted as compliance officer which involved dealing with the industry regulator and ensuring that high standards were maintained.
Peter joined Expert Financial Solutions Ltd in October 2004 and is now a Director and shareholder in the company.
Professional Qualifications:
FPC Parts 1,2 and 3
AFPC Taxation & Trusts (G10)
AFPC Personal Investment Planning (G20)
AFPC Savings & Investments (SV1)
J02 Trusts
CF6 Mortgage Advice
Peter is a member of The Personal Finance Society
Expert Financial Solutions Ltd are independent financial advisers (IFA) / financial planners based in Witney, Oxfordshire. We serve the local community in and around Abingdon, Banbury, Bampton, Bicester, Burford, Chipping Norton, Cheltenham, Cirencester, the Cotswolds, Henley on Thames, Kidlington, Lechlade, Oxford, Wantage, Witney and Woodstock. We specialise in pensions, retirement planning, pension annuities, investments including PEP, ISA, OEIC, unit trusts and investment bonds, and inheritance tax (IHT) mitigation and trust investment. One of our advisers is a Chartered Financial Planner and we are proud of having Oxfordshire's only Resolution qualified and accredited IFA for pensions on divorce.
Copyright 2008 Expert Financial Solutions Ltd