Peter Magliocco — Independent Financial Adviser in Caterham
About Peter Magliocco
Peter Magliocco is a Chartered Financial Planner, a Fellow of the Personal Finance Society and an accredited member of the Society of Later Life Advisers (SOLLA), reflecting his expertise in financial planning for older clients and those facing later life planning decisions. With 40 years' experience in financial services, Peter began his career in 1986 with a leading insurance provider, before going on to hold roles with retirement planning specialists and firms based in the City of London. He joined Wingate Financial Planning in 2014 and works closely with clients to help them make informed decisions around retirement, inheritance tax planning, investments and later life financial planning. Peter lives in Kenley with his wife, son and daughter. Away from work, he enjoys music and spends much of his spare time tackling an ever-growing list of home improvement and renovation projects.
Services
- Retirement planning
Specialisations
- Retirement Planning
- Later Life Advice
- Investment Management
- Tax Planning
- Responsible Investment
- Pension Planning
- Inheritance Tax Planning
Qualifications
Fully Accredited through Society of Later Life Advisers (SOLLA) Advanced Diploma in Financial Planning (CII)
Regulation
Peter Magliocco is FCA-verified (firm: Wingate Financial Planning).
Frequently Asked Questions
Is Peter Magliocco an FCA-regulated financial adviser?
Yes. Peter Magliocco is FCA-regulated and verified by Trusted Advisor. We re-check every adviser's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does Peter Magliocco offer?
Peter Magliocco offers Retirement planning. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.
How much does it cost to use Peter Magliocco?
Fees vary depending on the service, the complexity of your situation and the assets involved. Peter Magliocco will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.
What is the difference between an independent and a network financial adviser?
Peter Magliocco is an independent financial adviser, which means they can recommend products from across the whole of the UK market without being tied to any single provider. This generally allows for more impartial advice.
How do I book a consultation with Peter Magliocco?
Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message Peter Magliocco directly through the contact form.
Does Peter Magliocco work with clients outside Caterham?
Many of the advisers on Trusted Advisor work with UK clients remotely as well as in person. Peter Magliocco is based in Caterham but you can confirm preferred meeting locations and video options when you book your initial call.