Peter Clark

FINANCIAL ADVISER

Peter joined Castell Wealth Management following a career change from retail and wholesale banking, after deciding that his future lies in financial advice. Peter previously worked at both the Co-operative Bank and Sumitomo Mitsui Banking Corporation, and is keen to apply his knowledge, skills and experience to positively impact his clients’ lives as their trusted adviser and consultant. Working in synergy with his clients, Peter supports them with goals-based financial planning and helps them to achieve their ‘Future Perfect’.

Peter’s approach to advice blends his humanity and compassion with technical excellence, and he is passionate about forging long-term relationships and having a real, profound and lasting impact on his clients’ lives.

Away from work, Peter keeps himself active and enjoys almost all sports including football, skiing and cycling. Otherwise, he is also a keen traveller, an avid festival goer and enjoys quality time out and about with friends and family.

Specialisms

City Professionals on ambitious career paths, including Legal and Finance Professionals
Individuals and Families seeking to proactively protect, manage and grow their wealth
Business Owners on a growth trajectory

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

We offer a no-obligation consultation designed to help you develop a financial plan bespoke to your life goals. Book your consultation today and take the first step towards a more secure financial future.

Castell Wealth Management 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. Castell Wealth Management is a trading name of Castell Wealth Management Ltd. Castell Wealth Management Ltd is registered in England and Wales, Number 11639376. Registered Office: 251 Grays Inn Rd, London WC1X 8QT.

© Castell Wealth Management Limited. 2023.

SJP approved as at 24/11/2023