Peter Taylor FIFP CFP DipPFS
Wealth Management Adviser
My role in Helm Godfrey is to help my clients to make sense of their money, and make the best use of it so that they can achieve the things they want to in life. I am also involved in professional education, and am an examiner for the Institute of Financial Planning.
Most new clients come to us at a time of change in their lives, such as marriage, starting a family, changing jobs, starting a business, buying a house, private education to planning on retirement. They need someone independent and impartial who can help them make sense of their problems and then be an expert guide through the financial jungle. As a financial planner, I spend time getting to understand my clients objectives, and what they really want. I then look at their income and expenditure, assets and liabilities and use this to create a model of present and future financial position. This can then be used to test the likely effects of financial decisions. An important part of the process is how to invest financial assets for the best results. Finally, financial plans are reviewed regularly to keep abreast of changes.
Away from the office I take great delight in watching my three grown up children make their way in life. I combine a love of sport and outdoor pursuits with a love of cooking (and eating) and wine. Apart from playing some bridge, I am a trustee of local museum which is developing rapidly.