Business Details
11 Years
experience
Expert Financial Advisers for Wealth Management
Perchard Wealth Management was established in 2015 by Peter Perchard, who brings over a decade of experience in the financial services industry. Our practice focuses on delivering tailored wealth management solutions to individuals and businesses, prioritising long-term relationships built on trust and expertise. We specialise in helping clients build, grow, protect, and preserve their wealth through comprehensive financial planning. Our team has worked with diverse professionals, including those in healthcare, education, and local government, offering insights into complex financial scenarios. As an Appointed Representative of St. James's Place Wealth Management, we adhere to rigorous regulatory standards set by the Financial Conduct Authority.Our approach combines technical proficiency with clear communication, ensuring clients understand their investment options without industry jargon. We provide regular market updates and maintain open lines of communication to address client concerns promptly. Our commitment to face-to-face meetings demonstrates our dedication to personalised service. Client testimonials consistently highlight our professionalism, accessibility, and ability to simplify complex financial matters. With a focus on intergenerational wealth management, we help clients plan for their financial future while considering family needs.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgages
Intergenerational Wealth Management
Details
- Year established: 2015
Highlights and features
- We offer over a decade of experience in financial advisory services.
- Our face-to-face meetings ensure personalised, client-focused advice.
- We specialise in simplifying complex financial concepts for all clients.
- Our St. James's Place affiliation guarantees regulatory compliance and industry standards.
- Clients benefit from regular market updates and transparent communication.
Associations and certifications
- Financial Conduct Authority
What people say
Approachable and trustworthy
Clear explanations
Excellent service
Professional and caring
Personalised attention
Services
Investment Management
We provide tailored investment strategies to help clients grow and preserve their wealth. Our approach considers individual financial goals, risk tolerance, and market conditions. Clients benefit from regular portfolio reviews and transparent reporting to ensure their investments align with evolving needs.
Retirement Planning
Our retirement planning services help clients prepare for a financially secure future. We assess current savings, projected income, and lifestyle goals to create sustainable retirement strategies. This includes pension consolidation and tax-efficient withdrawal planning.
Protection Planning
We offer comprehensive protection solutions to safeguard clients' financial well-being. This includes life insurance, critical illness cover, and income protection policies tailored to individual circumstances and family needs.
Corporate Services
Our corporate financial services support business owners with succession planning, employee benefits, and tax-efficient investment structures. We help companies develop strategies to enhance profitability and ensure long-term sustainability.
Intergenerational Wealth Management
We specialise in managing wealth transfer across generations. Our services include inheritance tax planning, trust creation, and family financial education to ensure clients' legacies are preserved and distributed according to their wishes.
People
Peter Perchard
Principal
Peter has over a decade of experience in financial services, specialising in wealth management for professionals and business owners. He joined St. James's Place in 2015, bringing expertise in retirement planning and investment strategy.
Questions
What services does Perchard Wealth Management offer?
We provide investment management, retirement planning, protection planning, corporate financial services, and intergenerational wealth management solutions tailored to individual client needs.
How does Perchard Wealth Management differ from other firms?
Our focus on face-to-face meetings, jargon-free communication, and long-term client relationships ensures personalised advice aligned with your specific financial goals.
What qualifications do your advisers hold?
Our advisers maintain industry-recognised qualifications and operate under St. James's Place Wealth Management's FCA-authorised framework to ensure professional standards.
How are investment risks managed?
We conduct thorough risk assessments and create diversified portfolios aligned with your risk tolerance, regularly reviewing strategies to adapt to market changes and personal circumstances.
