About Peter Walmsley

Peter Walmsley

As a Financial Planner, I help clients achieve their goals and protect their lifestyles. Long-term relationships built on mutual trust give my clients access to the support and guidance needed at all stages of life and business.

About

The foundations to these relationships are:

  • Understanding client’s goals and aspirations for the future
  • Detailed analysis of the current position, and
  • Building a reviewable plan to help achieve those goals

The benefits of my services include:

  • Peace of mind and security
  • Potential Tax savings
  • Efficient use of your money
  • Better-informed financial decisions
  • A plan for life’s uncertainties

I am looking to help successful young professionals and business owners in the Lancaster and Bay area who want to understand more about how Financial Planning can help them. Please feel free to connect with me, or message me directly. When not Financial Planning, I can be found trying unsuccessfully (so far!) to beat my better half at 10k and half marathons. Healthy body, healthy mind, I enjoy virtually all outdoor activities, especially assault and adventure courses.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

Testimonials

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Peter approached our finances from a completely different angle, we planned backwards from where we wanted to be in retirement to where we are now and setting the objectives along the way. I have seen more of Peter in the six months since the process started than I saw of my previous financial advis...
Mark Norcliffe |Director, Lancaster

News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Peter Walmsley Financial Planning Advice Ltd is registered in England and Wales, Number 11731930. Registered Office: 12 Winster Park, Lancaster, LA1 5TH.