Philip Peat

Wealth Manager

“I want my clients to come away from our meetings knowing more than when they came in. The more they understand the more comfortable they will be with the advice I am providing.”

Locations: Bristol, Cheltenham

Philip joined RBC Brewin Dolphin in 2018 and is a Financial Adviser in the Bristol office. He provides tailored financial advice to private individuals, business owners and trusts.

He specialises in pensions, investments, inheritance tax planning and protection. Typically, his clients are some time away from retirement and needing to get plans and strategies in place to achieve their long-term goals and objectives. Alongside this he presents Financial Wellbeing Seminars to businesses helping to increase financial awareness amongst employees covering topics such as budgeting, savings and planning for later life whilst also teaching people the basics about investments, pensions and protection.

Philip began his financial services career in 2012 completing his exams whilst working as an administrator before becoming a Paraplanner, Compliance Specialist and now a Financial Adviser. Philip has a Diploma in Regulated Financial Planning as well as ancillary qualifications in complex pension planning, long term care, mortgages, and equity release.