Peter Davey

Areas of expertise

Tax efficient investing
Retirement planning including flexible benefits
Preserving wealth for future generations through Inheritance Tax Planning and Trusts
Financial Planning and Cash Flow forecasting
Advising business owners, partnerships and sole traders
Ability to listen and prioritise client objectives
Working with accountants and solicitors providing and matching clients with the right professional support where needed

Experience

40 years in financial services advising clients since 1989.
With Tilney since 2011

Notable client work and achievements

I still advise clients dating back to 1989 and maintain excellent, trusted and loyal client relationships.
My team and I have saved hundreds of thousands of pounds for clients through tax efficient planning and have added significantly to their wealth.
I have helped many clients and their families through periods of significant distress due to serious ill health, death and disability.
Former IFA of the Year Award Winner - Income Protection category.

Professional qualifications and memberships

Member if the Chartered Insurance Institute - DipPFS