Our latest client service feedback results (07-23 to 06-24):
Peter is a Chartered Financial Planner and a member of the Personal Finance Society which is the UK’s leading professional body for financial advisers.
Peter’s background is in the retirement market having started his advisory career in 1996 with a specialist retirement financial planning firm. Peter joined us in June 2014 having followed this firm through its transition to Alexander Forbes Financial Services and most recently JLT Wealth Management Ltd, providing financial solutions for his clients needs.
Peter lives locally with his wife and three children. In his spare time he enjoys cycling and music.
Wingate Benefit Solutions is a trading style of WFS Consulting Ltd which is authorised and regulated by the Financial Conduct Authority (FCA no. 191531). WFS Consulting Ltd is registered in England No 3872950. Registration No. 164 3814 07
Exclusively focused on UK organisations with employee headcounts of up to 1000, the data and conclusions shared in this report are directly relevant to companies of this size and profile.
