Peter Davies

Peter has over 26 years experience in financial services and began his career in retail banking before moving into financial consultancy. In 2001 Peter was approached to join a leading Private Bank where he was responsible for the financial planning needs of ultra high net worth clients. Peter co-founded create wealth® in 2006 in order to provide high quality financial and investment planning for people who are committed to making the most of their money and making the most of life.

He is determined to make create wealth® one of the UK’s leading fee based financial and planning specialists. Peter places a clear understanding of clients and their needs at the forefront of his priorities and will invest considerable time and effort to meet these needs. An excellent communicator, Peter helps clients to build their own financial plans acting as a consultant, coach and mentor.

Peter is both a Certified and Chartered Financial Planner, is a Fellow of the Personal Finance Society and is certified BS ISO 22222:2005 – The International Standard for Financial Planners. A member of the Chamber of Commerce, he is regularly asked to comment in the national press and by television and BBC radio broadcasters on various financial matters.

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Qualifications

  • Chartered Financial Planner
  • Certified Financial Planner – CFP
  • Fellow of the Personal Finance Society
  • Advanced Financial Planning Diploma
  • BS ISO 22222:2005 – The International Standard for Financial Planners
  • AF3 – Pension Planning
  • AF5 – Financial Planning Process
  • AFPC G10 Taxation and Trusts
  • AFPC G20 Personal Investment Planning
  • J03 The Tax and Legal Aspects of Business
  • J04 Pension Funding Options
  • J05 Pension Income Options
  • R05 Financial Protection
  • R08 Pensions Update
  • CF2 Investment and Risk
  • CF6 Mortgage Advice
  • CF7 Lifetime Mortgages
  • CF8 Long Term Care Insurance
  • CF9 Pension Simplification
  • FA1 Life Office Administration
  • FA2 Pensions Administration
  • GR1 – Group Risk
  • HR1 Home Reversion Plans
  • Financial Planning Certificate (1, 2 & 3)
  • ACIB Stage 1
  • ACIB Stage 2
  • Monetary Economics
  • Investment

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