Swann Financial Consultancy
Senior Partner Practice of St. James's Place Wealth Management
Peter Cooling - Partner and Wealth Management Adviser
A founding member of Swann Financial Consultancy with over 30 years of Financial experience
Peter is an experienced member of Swann Financial, having been a Partner with the Practice since 2006. He has worked for more than 30 years in financial services and is passionate about helping his clients achieve practical solutions to the financial issues that concern them most. His expertise cover retirement planning, wealth protection and investment planning, with an emphasis on maintaining a long-term relationship with every client. Peter believes this can provide them with a source of trusted advice as their financial needs evolve over the years.
Contact Peter Cooling - Partner and Wealth Management Adviser
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.