Founder, Director and Senior Financial Planner
After 25 years of giving high quality, independent financial advice, to his clients, Peter could be forgiven for slowing down.
Not a bit of it!
He is just as passionate about his work today, as he was when he set up Adcock Financial nearly three decades ago.
Peter founded Adcock Financial in 1991 after a career which started at the Inland Revenue, as it was called back then. This was followed by a spell at Deloitte, and it was here that Peter pioneered the integration of tax planning with financial advice, a strategy his clients still benefit from today.
Peter divides his time between Richmond, London, and Nottingham. When time allows he pursues a keen interest in ornithology, cricket and travel. Many of Peter’s clients and close friends will also attest to the fact he takes a keen interest in good food and wine.
He is also acts as a Trustee and Treasurer of Cross Roads Care, Kingston and Richmond.
You can keep up with Peter’s latest thoughts by following him on Twitter; his profile can be found by clicking here.
Why should you choose Peter as your financial planner?
Peter and his team pride themselves on giving the highest quality financial advice to clients.
His unique set of skills, which combine taxation advice, including mitigation strategies, along with financial planning, coupled with his Chartered Financial Planner and Certified Financial Planner CM status mean his clients benefit from truly holistic thinking.
Furthermore, the fact Peter has gone above and beyond the minimum level of qualifications needed to act as a financial adviser, demonstrates Peter’s professionalism and desire to provide the very best financial advice to his clients
Who does Peter deal with?
Peter provides independent financial advice in Richmond, Esher as well as in London and the home counties.
He has always believed in the benefits of specialisation and therefore focuses on dealing with three core groups of clients:
- Business owners
- Senior executives
- People 5 – 10 years away from retirement
All of whom benefit not only from his financial knowledge, but also his tax planning skills, a combination which produces better outcomes for all of his clients.
What do Peter’s clients say about him?
“A very professional yet friendly service. The staff I have used have been effective and swift in their attention to my enquiries.”
“It is great to have expert personal service almost on the doorstep.”
“I appreciate your honesty and willingness to help make things clear and straightforward.”
“A big thank you for your patience in dealing with my forgetfulness! We’re really glad we came to you all those years ago for our first mortgage and you’ve helped us ever since. Nice to have someone to rely on.”
“Peter has been an enormous help to us. His knowledge and experience is very reassuring when making investment decisions, and we now have an investment portfolio, which we are confident he is keeping a close eye on, and a much better idea of pensions and financial planning generally.”
“I have full trust in Peter’s abilities.”
“I really am very satisfied with Peter’s services and I have been using them for 19 years. He has always gone beyond the call of duty for us and has been an incredible support throughout this time. We will always be grateful to him.”
You can read more comments from our clients by clicking here.
You can view Peter’s latest VouchedFor Certificate of Excellence by clicking here.
The personal bit
Favourite film? “The Pelican Brief.”
Current book? “Believe it or not I’ve not got a book on the go for the first time in years. Next one: Paradise Lost or Robin Williams biography.”
Last holiday destination – like or dislike? “California: what do you think?”
First pet? “Hamster!”
Sporting hero? “Lawrence Dallaglio.”
Favorite wine? “Chambolle Musigny.”
What do you listen to in the car? “Florence and the Machine, the Archers or Jo Whiley.”
The official bit
Financial advisers in the UK must be authorised by the Financial Conduct Authority, you can view Peter’s entry in the FCA Register by clicking here.
All advisers must also have a Statement of Professional Standing (SPS), which can only be issued by a FCA appointed accredited body. The SPS shows that the adviser has:
- Has adhered to a code of ethical standards
- Holds the required qualifications for the activities they undertake; and
- Has completed appropriate Continuous Professional Development and has complied with APER (Statements of Principle and Code of Practice for Approved Persons)
All financial advisers need to be qualified to a minimum level. However, Peter does not feel this goes far enough and puts great emphasis on his continuous professional development, which of course benefits his clients and allows him to continue to give high quality, independent financial advice.
Peter’s qualifications include:
- Chartered Financial Planner
- Certified Financial Planner
- Financial Planning Certificate
- CF8 (Long Term Care)
- CF9 (Pension Simplification)
- G10 (Taxation & Trusts)
- G20 (Investment Planning)
- G30 (Business Financial Planning)
- G60 (Pensions – Advanced)
- G70 (Investment Portfolio Management)
- H15 (Holistic Financial Planning)
- H80 (Life and Health Assurance)
- K20 (Pension Investment Options)
- Mortgage Advice Qualification
- RO1 (Regulation in Financial Services)
Get in touch
Peter can be contacted in the following ways:
Phone: 0208 9732410