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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.

Qualifications
  • 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

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Richard Grover

Strategic Employee Benefit Consultant

Helen Pengelly

Strategic Employee Benefit Consultant

Luke Harris-Johns

Strategic Employee Benefit Consultant

Mathew Rann

Strategic Employee Benefit Consultant

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Kellie Cresswell

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Kellie Heron

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Janice Stent

Corporate Support

Tally Wainwright

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Satish Jhankur

Technical Support Executive

Johh Salter

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Ellie Cunningham

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Ben Clarke

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PA to Managing Director

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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

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