Pete Giles
Financial Planner, Partner
Pete is a trusted financial adviser, specialising in retirement planning, complex pension advice, tax-efficient structures, and estate planning. With over 13 years of experience in the industry, he works primarily with company directors and senior executives, helping them navigate the complexities of their financial futures.
A first-class communicator and expert in cash flow modelling, Pete excels at creating insightful, long term financial plans that empower clients to make informed decisions. He believes that by helping clients clearly envision and stress-test their financial strategies, he enables them to move forward with confidence.
Pete holds a Diploma in Regulated Financial Planning and is continually expanding his knowledge with further industry qualifications.
Pete specialises in retirement planning and complex pension advice as well as tax-efficient structures and estate planning.
"I've been with Saltus for a little over a year, and Peter Giles has been my financial planner from the beginning. I've found Pete to be personable and well informed, adept at identifying the important issues to be addressed, taking the initiative as required, and communicating in a way that it is clear and concise. Pete and his team have proved to be responsive in following up, demonstrating a sadly rare trait these days of doing exactly what they say they will do. I don't hesitate to recommend Pete as a trusted financial planner who adheres to high professional standards."
Robert Jones
At home...
When not studying for further industry qualifications, Pete enjoys travelling, deep-sea diving, reading, and spending time with his family and friends.