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.
"Pete is personable and well informed. He is 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, Berkshire
"Pete’s advice has proved excellent. His guidance and communication are above and beyond, and he has helped lead us to financial security."
John, Surrey
"Friendly advice that works for me. I was able to retire early 11 years ago and am still receiving great advice."
Glenn, Surrey
"Pete communicates honestly and reliably. He acts in my best interests and not for any short term advantage."
Des, Hampshire
"Pete provides excellent professional and innovative advice. "
Diana, Surrey
At home...
When not studying for further industry qualifications, Pete enjoys travelling, deep-sea diving, reading, and spending time with his family and friends.