Peter Repton, Repton Investment Advice

View Peter Repton profile
 
Club name:Scunthorpe

What's happening?

Category:Independent Financial Adviser
 
Company:Repton Investment Advice
Address:1, Sycamore Crescent
Scunthorpe
DN16 3FQ
Telephone:01724-843144
Mobile:07789711908
Website:View my website
Email:Send me an email
Wants:I wish to speak to anyone in or approaching retirement who are looking for personalised investment advice.

Business Description

Repton Investment Advice is a trading style of Positive Solutions that offers independent financial advice provided by Peter Repton. I have over 24 years of experience in providing clients with bespoke investment advice.

I believe that we have been successful because we have been able to give highly individual advice that is entirely focused on our clients' specific circumstances and needs. Especially with regard to their risk profile.

What my clients expect is a professional and efficient service that is delivered with a personal touch. I consider that the key is in creating a trusting relationship with my clients so that I can provide investment advice that is tailored to their individual needs and income rquirements.

My speciality is providing lump sum investment & pension advice to people in or approaching retirement who wish to get maximum income from their retirement funds, investments and ISAs.

Areas of advice I provide include :-

  • Investment Advice

  • Wealth Management

  • ISA Consolidation for Income

  • Inheritance Tax Planning using trusts

Please see the news paper article below about me receiving a national award.

 http://www.thisisscunthorpe.co.uk/Kidney-disease-leads-success/story-11172914-detail/story.html

Accreditations & Qualifications

Professional Adviser Magazine - Awarded Investment Adviser of the year 2010

Member of The Chartered Financial Analysts Society https://secure.cfauk.org/

Member of The Personal Finance Society http://www.thepfs.org/pfs.aspx

Member of the Chartered Insurance Institute http://www.cii.co.uk/cii.aspx