PETER COLERIDGE

FINANCIAL ADVISER

Peter's key area of interest lies in helping clients build their long-term financial plans. These are designed to maximise tax efficiency, and thereby produce greater resources for retirement, as well as create effective estate and inheritance tax outcomes.

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Peter was a client of FLM’s founder, Dave Allard, before joining the team as an adviser. His operating style is to put himself in his client’s shoes and to provide them with the same exceptional levels of quality, care and integrity that he experienced as a client, which was a huge factor in his decision to join this team.

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Peter's interests include; keeping fit, foreign travel, ‘living the dream’ with Manchester United and ensuring his own planning is on track (to the benefit of his sons!)

Peter has a very broad range of financial experience to add to his advisory expertise, which has been gleaned from an earlier background in treasury management and tax planning.