Financial Adviser Profile

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Peter Lee

DFP Wealth Management
Peter offers advice to clients with Over £50k
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0203 641 5796
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Specialisms & Expertise

About Me

Qualifications

Map

Mid Life

At Retirement

Later Life

18%
of this adviser's reviews come from Mid Life clients

I can help clients in the prime of their career. At this stage, the most important areas to focus on are:

  • Ensuring that all savings and investments are maximising returns and in a tax efficient structure
  • Ensuring that pension plans are on track to provide the desired standard of retirement
  • Ensuring that the correct plans are in place to cover the cost of university fees and supporting children
Serves clients with: 
Over £50k of investable assets or household income
  


Services Offered

Savings and Investments

Get help and advice on:

  • Ensuring investment portfolios are performing on target
  • Ensuring a diversified portfolio that matches your risk profile
  • Minimising your tax liability through ISAs and NISAs
  • Confirming savings are earning the best possible returns
  • Ensuring savings plans are progressing on plan
  • Finding the right balance between building investments, savings and pensions
Insurance and Protection

Get help and advice on:

  • Ensuring the correct life insurance policies are in place
  • Ensuring adequate covered in case of serious illness or injury
  • Covering family in case of an unforeseen pause in income
  • Protecting income in the case of being unable to work
Pensions

Get help and advice on:

  • Consolidating company and private pension schemes
  • Ensuring pension plans are progressing on track
  • Evaluating the pros and cons of SIPPS and managed pension schemes
  • Updating plans to allow for early retirement
64%
of this adviser's reviews come from At Retirement clients

I can help clients about to retire and those who have just done so. At this stage, the most important areas to focus on are:

  • Discussing options on how to utilise your pension including annuities and drawdown options
  • Building an inheritance plan
  • Minimising the risk of any investments
Serves clients with: 
Over £50k of investable assets or household income
  


Services Offered

Savings and Investments

Get help and advice on:

  • Reviewing portfolio performance
  • De-risking portfolios
  • Rebalancing your portfolio toward income rather than growth
  • Making a plan for drawing down investments and savings in a controlled manner
  • Making best use of ISA, NISA and Pension allowances
  • Starting to plan inheritance
  • Eliminating unnecessary management fees
Insurance and Protection

Get help and advice on:

  • Insurance to cover the cost of healthcare over retirement
  • Protecting savings, pensions and income
  • Covering family in case of health problems
Pensions and Annuities

Get help and advice on:

  • Deciding and executing on annuities and drawdown options
  • Confirming a plan to ensure a comfortable retirement
  • Ensuring all pensions are accessible
  • Making a plan that allows the best possible retirement while allowing cover for emergencies
18%
of this adviser's reviews come from Later Life clients

I can help clients in their retirement. At this stage, the most important areas to focus on are:

  • Making sure you’re enjoying the best possible retirement that your savings and pension will allow
  • Ensuring that inheritance plans are on track
  • Minimising inheritance tax on anything that you wish to pass on
Serves clients with: 
Over £50k of investable assets or household income
  


Services Offered

Savings and Investments

Get help and advice on:

  • Ensuring that portfolios are geared towards driving income rather than growth
  • Ensuring that inheritance plans are in place and progressing on track
  • Minimising the risk of investment portfolios
  • Making best use of ISAs, NISAs and pensions allowances
Insurance and Protection

Get help and advice on:

  • Covering the cost of any unforeseen healthcare bills
  • Protecting savings, pensions and income
  • Covering inheritance
Pensions and Annuities

Get help and advice on:

  • Ensuring you’re taking full advantage of all pensions
  • Working out an inheritance plan for any unrequired pension funds
  • Supplementing retirement funds from alternative sources such as equity release
  • Using pension funds to cover healthcare costs

Other Services

  • General Financial Planning
  • Tax Planning
  • Healthcare
  • Equity Release
  • Offshore investing
  • Saving for children
  • Annuities
Contact Me
We help our clients to build and hold onto their wealth by addressing their financial planning issues. We aim to exceed client expectations in servicing and supporting their needs rewarding clients who place their trust in us.

I have over 25 years experience advising both private and corporate clients helping them to reach their financial goals..

We look to build a long term relationship with our clients. fundamentally our client relationships are based upon trust and mutual respect .

In addition to advising across the full spectrum of personal financial planning areas I have particular expertise in the corporate pension and employee benefits area including at PLC level.

we are in some cases now dealing with third generation of clients for whom we have acted.

I would be happy to answer any questions at no initial cost or obligation.

If you contact me through VouchedFor I offer: Free 30 minute initial discussion
Contact Me
  • IFS - Statement of Professional Standing (SPS)
  • IFS - Diploma for Financial Advisors
  • PFS - Member by Certificate
Contact Me
Address:
DFP Wealth Management Ltd
The Old Bank Chambers 46-48 Devonport Road
PLYMOUTH
PL3 4DH
Contact Me

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We last checked that Peter Lee was registered with the Financial Conduct Authority (FCA) to provide advice on 20/02/2015

 

IFA Disclaimer:
DFP Wealth Management Ltd. is an appointed representative of Positive Solutions(Financial Services)Ltd. which is authorised and regulated by the Financial Conduct Authority .
DFP Wealth Management Ltd. Registered in England & Wales No 06098373. REG. Office 51 North Hill Plymouth PL4 8HZ.

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