Peter Ashcroft
- DipFA
- CeRER
- CeMAP
- Independent Financial Adviser
- Associate Director
- Areas Covered:
- Chorley
- Fylde
- Preston
- Wigan
- Lancashire
Peter has 20 years of experience within the financial services industry, particularly focusing on the areas of Pension and Retirement Planning, Investments, Tax Planning and Protection. He became an IFA as he wanted to be able to offer his clients completely unbiased advice, with solutions from the whole of the market.
Everybody aspires for an affluent and successful future for their families’ and children. Peter strongly believes that having enough money isn’t about luck and is perfectly within reach for most people, with the right planning in place and regular reviews.
From meeting a client for the first time, to hearing their delight years later when they retire early, every meeting is an opportunity for Peter to better understand his clients on a personal level and help them to achieve their life goals. Fostering long-term relationships and helping his clients through tough times and celebrating the good are the most rewarding parts of Peter’s role as an Independent Financial Adviser.
Peter’s family are the centre of his free time. Whether its travelling and seeing the many stunning parts of the UK or long dog walks, the great outdoors is usually involved in family activities.