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Peter Loughlin
Independent Financial Adviser at Price Ferguson
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Work Experience
Independent Financial Adviser
Nov 2016 - Present · 8 years and 1 months
Legacy Relationship Manager (South)
Apr 2016
Wills & Legacies Manager South
Present
Company Details
11-50 Employees
At Price Ferguson, we build lifelong relationships to support people on their financial journey from childhood to retirement. Based in Guildford, Surrey we have offices that overlook Guildford Golf Course, situated on Merrow Downs. We are directly authorised by the Financial Conduct Authority. Our dedicated team of advisors help build secure financial futures through pension planning, inheritance tax advice and family wealth. Together, we review assets and resources, future earning capacity and how funds can be allocated in the best possible way. Through regular reviews, we talk through the options to inform decision making, as priorities and circumstances change. We direct money into an investment vehicle to take account of long-term saving plans, to monitor retirement funds and protect the family in the event of illness or premature death of a loved one.
Year Founded
1997
Social Media
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Industry
Financial Services, Life insurance services, Insurance, Finance and Insurance
HQ Location
100 HIGH PATH ROAD GUILDFORD SURREY, GU1 2QP, GB
Keywords
InvestmentsInheritance Tax PlanningRetirement PlanningFinancial Planningand Financial Services
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