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Peter Magliocco
Chartered Financial Planner
  Direct: 01883 332264
  Office: 01883 332260

Peter is a Chartered Financial Planner and a member of the Personal Finance Society which is the UK’s leading professional body for financial advisers.

Peter’s background is in the retirement market having started his advisory career in 1996 with a specialist retirement financial planning firm. Peter joined us in June 2014 having followed this firm through its transition to Alexander Forbes Financial Services and most recently JLT Wealth Management Ltd, providing financial solutions for his clients needs.

Peter lives in Caterham with his wife and three children. In his spare time he enjoys cycling and music.


Advanced Diploma in Financial Planning (Chartered)

CII AF3 – Pension Planning

CII G60 – Pensions

CII K10 – Retirement Options

CII K20 – Pension Investments

CII R08 – Pensions Update

CII R05 – Financial Protection

CII R02 – Investment Principles and Risk

CII AF5 – Financial Planning Process

CII SV1 – Savings and Investments

HR1 – Home Reversion Plans