Peter Marks
I specialise in providing high quality advice on many aspects of financial planning and wealth management.
I offer all my clients a bespoke face-to-face service and I take the time getting to know your situation and your aims before offering advice.
Following a 15 year career in client facing roles, I help individuals, families and business owners in and around Bath and the surrounding area. By listening to and understanding my client's financial needs, concerns and aspirations I then build a comprehensive financial plan and work together over time delivering on those goals.
About
I work with individuals, families and small business owners who are busy juggling lots of priorities and give them the reassurance that their financial plans are in safe hands. This gives my clients back the valuable time and freedom of mind to focus on enjoying life.
At one time or another most of us will need to seek financial advice, whether this be for building and preserving wealth for yourself and your family, applying for a mortgage, running a business, or simply making sure that when you stop working there is enough income for you to enjoy financial freedom.
My client's best interests are paramount and I am there to help them navigate through life's financial journey. I simplify the jargon and help them build clear and understandable plans which we work on together.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Promotions
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 03/07/2023
The Partner 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.
