Peter Magliocco — Independent Financial Advisor 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
- Pension Planning
- Later Life Advice
- Cash Flow Planning
- Sustainable Investing
Qualifications
Fully Accredited through Society of Later Life Advisers (SOLLA) 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
Regulation
Peter Magliocco is FCA-verified (firm: Wingate Financial Planning).
Frequently Asked Questions
Is Peter Magliocco a regulated financial advisor?
Yes. Peter Magliocco is FCA-verified and authorised under Wingate Financial Planning, meaning they are authorised and regulated by the Financial Conduct Authority to provide financial advice in the UK.
What financial services does Peter Magliocco offer?
Peter Magliocco offers Retirement planning.
Where is Peter Magliocco based?
Peter Magliocco is an independent financial advisor based in Caterham, serving the SE, SW, CR, DA postal areas.
Does Peter Magliocco offer a free initial consultation?
Yes. You can book a free, no-obligation initial consultation with Peter Magliocco directly through their Trusted Advisor profile.
What qualifications does Peter Magliocco hold?
Fully Accredited through Society of Later Life Advisers (SOLLA) 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
How do I book a meeting with Peter Magliocco?
You can book a free initial consultation with Peter Magliocco directly from their Trusted Advisor profile by selecting a time that suits you. There is no charge for the initial call.