Peter Brooke

Background

About Peter Brooke

Thanks for taking the time to have a look at my profile. My philosophy is to build long term trusting relationships with all of my clients via a clear, concise and professional manner. I aim to cut through the jargon to often used by the finance industry and to provide simple and effective solutions to all aspects of personal finance and property purchase. Using me as your financial adviser could give you.* a clear plan as to how to best structure your finances when moving to France.* a fully personalised set of solutions to help implement your financial plan * a loyal and personable adviser to work closely with to reach your financial and life goals. a bit more information about me and my background: My qualifications include UKSIP Investment Management Certificate and the Chartered Institute of Insurers Financial Planning Certificate and I am a certified member of the UK Chartered Institute of Insurers (Cert PFS). I have 18 years experience in personal finance split between the UK and English speaking expatriate market in France. My services include independent advice regarding : • Local and International retirement solutions for expatriates; including QROPS and Assurance Vie; • Wealth & asset management and asset protection solutions; • Property purchase lending in France and across Europe; • Family protection, personal and business insurance; • Tax advice and corporate structure planning in France and across Europe; please do feel free to contact me for more information and thanks for reading my profile. Outside of work I love snowboarding and rugby (as a keen spectator now!). I am learning Golf.