Business Details
31 Years
experience
Your Trusted Financial Advisers in Gateshead
Peacock Financial Management was established in September 1995 and has built enduring relationships with clients spanning over 40 years. We prioritise professionalism and attention to detail, offering unbiased financial advice tailored to individual client needs. Our advisors combine over 65 years of collective experience to deliver solutions aligned with clients' lifestyles and aspirations. We maintain a client-centric approach, ensuring all clients receive a first-class professional service while retaining full control over their financial decisions.Our advisors have access to the latest financial information to recommend optimal options, and we often collaborate with solicitors and accountants to enhance client outcomes. Client satisfaction remains central to our operations, with most new clients coming from referrals by long-standing satisfied clients. We pride ourselves on fostering trust through transparent communication and a commitment to long-term financial security for all our clients.
Services
Pension Planning
Investment Planning
Life Assurance
Protection
Details
- Year established: 1995
Highlights and features
- We offer over 65 years of combined experience in financial advisory services
- Our FCA-authorised status ensures regulatory compliance and professional standards
- We provide fully personalised financial solutions tailored to individual circumstances
- Our client retention rate reflects long-term trust built through transparent communication
- We maintain collaborative relationships with legal and accounting professionals for holistic advice
Associations and certifications
- Financial Conduct Authority
Services
Pension Planning
We provide comprehensive pension planning solutions for pre and post-retirement clients. Our services include personal pensions, stakeholder schemes, SIPPs, and pension consolidation. We help clients prepare for retirement at any age, ensuring financial security through tailored strategies that consider individual risk profiles and long-term goals.
Investment Planning
Our investment planning services focus on maximising returns while matching client risk tolerance. We offer ISAs, investment bonds, OEICs, and tax-efficient savings plans. We prioritise capital growth and income generation through diversified portfolios, always considering tax efficiency and long-term financial objectives while maintaining FCA-regulated standards.
Life Assurance
We provide life assurance solutions to protect families and businesses from financial hardship due to premature death or serious illness. Our policies ensure financial continuity for dependants, covering both personal and business-related protection needs through tailored insurance products designed to meet specific client circumstances.
Protection
Our protection services safeguard clients against income loss from accident, illness, or redundancy. We offer payment protection insurance and alternative solutions to maintain mortgage payments and living expenses during unexpected life events, ensuring financial stability during challenging times.
People
Gregg Peacock
Managing Director
DipPFS-qualified Managing Director with extensive financial services experience. Succeeded his father Tony to lead the firm, maintaining its client-focused ethos while expanding service offerings. Brings over 20 years of advisory expertise to client relationships.
Janet Robinson
Administrator
Key administrative professional ensuring smooth operations and client support. Plays vital role in maintaining the firm's high service standards through meticulous attention to client documentation and process efficiency.
Questions
What financial services do you specialise in?
We specialise in pension planning, investment planning, life assurance, and protection services tailored to individual client needs.
How do you personalise financial solutions?
We conduct detailed client consultations to understand personal circumstances, aspirations, and risk tolerance before recommending tailored financial strategies.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under reference number 450607.
How long have you been in business?
We've been operating since September 1995, maintaining client relationships that span over 40 years in some cases.
What areas do you serve?
While based in Gateshead, we provide services to clients across the UK through our established network.
