Peter is the Partner of Trembeth Wealth Management LLP, Associate Partner Practice of St. James's Place Wealth Management and has more than 15 years of experience in the financial services industry working with both personal and business clients. He is a firm believer in providing financial advice which is clear and comprehensive, keeping the process jargon-free and as simple and smooth as possible for his clients.
Prior to accepting an invitation to join St. James's Place Wealth Management, Peter had previously worked with three of the largest UK retail banks.
Peter’s career has seen him progress through the roles of bank manager and business manager, before moving into specialist financial advice. As a financial adviser, he has worked both in the UK and overseas, establishing long-term relationships with individual clients and business clients across the UK and internationally. His wide range of experience in financial services therefore enables him to adapt his skills to best meet the specific needs of his clients. Peter’s last position prior to establishing his Practice was as a regional manager leading a team of financial advisers in a large UK bank.
In an age where ‘one size fits all’ is becoming a standard practice, Peter recognises that each of his clients is unique and deserves a bespoke, personalised service, tailored to their own individual financial needs, circumstances and future aspirations.
With a constantly changing environment and changing client circumstances, it is important to review these plans regularly to ensure they remain current and on track.
Outside of work, Peter enjoys spending time with his young family as well as enjoying a variety of sporting activities.
Peter looked into our pension situation and gave 'easy to understand' advice. After three meetings and analysis we were extremely impressed by his honesty when ultimately there was no financial reward for Peter. Great Service.
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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.