0330 038 8938
Based in Launceston
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FCA Regulated
Last checked: 23 February 2025
Peter and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
14
Recent Client Reviews
Verified reviews: 100%
Peter has received 14 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 18 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
11
Qualifications Uploaded
11 qualification certificates available to view
Peter has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Peter has provided information on their typical fees
Peter has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA Regulated
Last checked: 23 February 2025
Peter and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
14
Recent Client Reviews
Verified reviews: 100%
Peter has received 14 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 18 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
11
Qualifications Uploaded
11 qualification certificates available to view
Peter has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Peter has provided information on their typical fees
Peter has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I have worked in the financial services industry all my working life, after completing a degree in Accounting & Finance in 2005. I qualified as a financial planner in 2011 and have been helping clients achieve financial independence ever since. I am a 'Fellow' of the the Personal Finance Society and obtained 'Chartered Financial Planner' status in 2014. I use my ability to connect and listen to my clients, to help them reach their life goals and achieve financial independence through sound investment, pension and inheritance tax planning. It is a great privilege and responsibility that my clients entrust me to look after their's and their family's financial future. In my spare time, I enjoy spending time with my wife and two young sons exploring the beautiful local area of Cornwall and Devon. Although, I am not particularly good at it, I do enjoy a round of golf and also like to get out on my bike when the weather permits.
Offers available through VouchedFor
Contact Peter through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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).
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Adviser Disclaimer
Dart Wealth Management Limited is authorised and regulated by the Financial Conduct Authority.