Peter Magliocco

Chartered Financial Planner

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.

  • Advanced Diploma in Financial Planning (Chartered)
  • CII AF3 – Pension Planning
  • CII G60 – Pensions
  • CII K10 – Retirement Options
  • CII K20 – Pension Investments
  • CII R08 – Pensions Update
  • CII R05 – Financial Protection
  • CII R02 – Investment Principles and Risk
  • CII AF5 – Financial Planning Process
  • CII SV1 – Savings and Investments
  • HR1 – Home Reversion Plans

Would you like more detail on how we could add value to your employee benefit proposition?

Employee Benefit Benchmarking Report 2022

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.