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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Peter Magliocco

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

Get in Touch

Richard Grover

Helen Pengelly

Luke Harris-Johns

Mathew Rann

Kellie Cresswell

Kellie Heron

Janice Stent

Tally Wainwright

Kayleigh Skinner

Satish Jhankur

Johh Salter

Natalie Hurst

Ellie Cunningham

Heather Reid

Clare McBarron

Tracy Hepher

Joanne Boyd

Natalie Harmer

Ben Clarke

Paul Weeks

Heather Reid

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