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Peter Sargeant

Financial Adviser

Certificate in Financial Planning (Dip PFS)
Joined the practice in 2003

Advice Areas:

  • - Residential Mortgages - including Buy-To-Let*
  • - Commercial Mortgages
  • - Protection; including Life Insurance, Critical Illness Insurance and Income Protection
  • - Investments & Pensions
  • - Retirement Planning
  • - Inheritance Tax Planning
  • - General Insurance

Biography

Peter made his career in Banking, having joined Barclays Bank on completion of his education, remaining with them in a variety of roles for 27 years.

Upon leaving banking in 2000, a career switch saw Peter join a practice of financial advisers where he remained until he joined Carl Summers Financial Services in September 2003.

Peter has accumulated a wealth of valuable experience and knowledge over the years from his study towards his Chartered Institute of Bankers Qualifications whilst at Barclays and the various financial adviser qualifications since his career change, most recently his Diploma in Financial Planning; for the benefit of the many loyal clients he has advised since his move away from banking into financial advice.

* Buy-To-Let and Commercial mortgages are not regulated by the Financial Conduct Authority, unless in very specific situations, please ask for further clarification if needed.

Contact Details

  • 01952 815930
  • 01952 815935
  • peter.sargeant@openwork.uk.com
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