0330 038 8941
Based in Harrogate
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: August, 2024
5 out of 5
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FCA Regulated
Peter and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 15 May 2025
Peter and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
22
Recent Client Reviews
Peter has received 22 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Peter has received 22 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
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Last checked: 13 February 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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Checks carried out by VouchedFor
FCA Regulated
Peter and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 15 May 2025
Peter and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
22
Recent Client Reviews
Peter has received 22 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Peter has received 22 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 13 February 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Peter has not yet added their qualifications to their profile
Qualifications not yet added
Peter has not yet added their qualifications to their profile
Transparent Fees
Peter has not yet added their fees to their profile
Fees not yet added
Peter has not yet added their fees to their profile
Peter is an experienced Financial Adviser with a Chartered Institute Insurance (CII) Diploma in Financial Planning. After successfully completing the M&G Wealth Academy, which is part of The Advice Partnership from Prudential, Peter has joined Evergreen Financial Planning Ltd as a trusted member of their advisory team. Peter has a wealth of experience and expertise across a wide range of financial planning areas, including retirement, investments and estate planning. Peter is personable, has a fine eye for detail and strives to provide every client with clear, concise advice which is constructed to match each clients bespoke requirements. Peter provides tailored investment solutions which are specifically aligned with your financial goals. Peter enjoys nothing more than spending time with his family. A keen swimmer, he can be found in the pool almost every morning or doing some other water based activity!
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Peter's clients
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