Peter Boardman Email
Financial Advisor @ PFP Wealth Group Ltd
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Peter Boardman Location
- Chesterfield, GB
Peter Boardman Work
- 2025 -now Financial Advisor @ PFP Wealth Group Ltd
- 2022 -2025 Age Grade Chair @
- 2004 -2025 Senior Partner Practice of St. James's Place Wealth Management @ BOARDMAN WEALTH MANAGEMENT LIMITED
- 1999 -2004 Director @ Somersall IFA Ltd
- 1991 -1999 Senior Financial Adviser @ Royal Sun Alliance
- 1991 -1999 Financial Adviser @ Royal Life
- 1990 -1991 Assistant Centre Director @ Meadowhall Centre Limited
- 1982 -1990 Store Manager @ W H Smith
Peter Boardman Education
- Chartered Insurance Institute
CII Diploma (Financial Services and Mortgage Advice)
1995-2012 - Hugh Baird College
(Business)
1982-1985 - Old Hall High School 1975-1982
Peter Boardman Skills
- Pension Specialist
- Investment Specialist
- Pensions
- Inheritance Tax Planning
- Income Protection
- Critical Illness
- Retirement Planning
- Strategic Planning
- Life Insurance
- Employee Benefits
- Wealth Management
- Strategic Financial Planning
- Wealth
- Protection
- High Net Worth Individuals
- Investments
- Financial Services
- Small Business
- Business Strategy
- Mortgage Lending
- Financial Planning
- Management
- Retirement
- Finance
- Business Planning
- Strategy
- Project Management
- Microsoft Excel
- Marketing
- Retail
Peter Boardman Summary
- Peter Boardman, based in Chesterfield, GB, is currently a Financial Advisor at PFP Wealth Group Ltd. Peter Boardman brings experience from previous roles at Sheffield Rugby Union Football Club Limited, BOARDMAN WEALTH MANAGEMENT LIMITED, Somersall IFA Ltd and Royal Sun Alliance. Peter Boardman holds a 1995 - 2012 CII Diploma in Financial Services and Mortgage Advice @ Chartered Insurance Institute. With a robust skill set that includes Pension Specialist, Investment Specialist, Pensions, Inheritance Tax Planning, Income Protection and more. Peter Boardman has 1 emails on RocketReach.
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