Who I Am

PSudlow_BW_180pxPeter Sudlow · Certified Financial Planner

I hold the current internationally recognised advice licence known as Certified Financial PlannerCM.  This licence has been awarded to less than 5% of financial advisers in the United Kingdom.

Each year the Institute of Financial Planning award and re-issue (on meeting its professional criteria) this licence in the UK.  View my page on the Institute’s website.

Integrity, Objectivity, Competence, Confidentiality and Courtesy are hallmarks of the Certified Financial PlannerCM.  I bear personal and complete responsibility for the advice offered, so that you can engage the firm with complete peace of mind.

Given the growing complexity of tax legislation, I have also become a student member of the Chartered Institute of Taxation.  Additionally, I speak and write French fluently and have good conversational German.

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