Your
financial plan starts here
I need financial advice
What our clients say
David Mitchard
Managing Director
Peter has provided me with first class financial advice for many years. I would thoroughly recommend Peter as a knowledgeable, trustworthy and conscientious adviser.
Ian Bolger
Vice President
Peter has advised me in all financial matters over the last 10 years, and has been a great person to discuss all issues with from pensions to mortgages and everyday investment options. He has helped me understand the many options available and always given good advice.
Melissa Bean
Head of Market Access
Peter is personable and professional.
I would highly recommend him.
Financial planning advice
Why take financial planning advice?
​
Well, most of us need to work. And along the way, we collect stuff. Property, pensions, savings, investments etc. Then life gets in the way. Without a plan, we end up missing investment opportunities, not using personal tax allowances and putting a hold on regularly building our wealth.
​
People who take expert financial planning advice build wealth faster.
​
Whether you're new to investing or you have a number of existing arrangements, taking some advice from a financial planning specialist can provide you with fresh ideas and re-connnect you with your future aspirations.
Why do I need a financial plan?
Having a financial plan is important because it's the foundation to help you to understand your objectives and to achieve your ambitions.
​
Whatever you want to do in life, having a specific plan means you are far more likely to succeed.
​
Without a financial plan, you may run into issues that you and your family simply cannot resolve.
​
Don't wait for a crisis until you do some crisis planning. And don't wait for retirement to do your retirement planning.
What will it cost?
We offer an initial consultation at our expense.
​
Only if you choose to work with us will a fee be chargeable.
​
Like most advisers, we offer a number of ways to pay for our services, the most popular being as a percentage of the money invested.
​
Then, our mission is to review your financial plan with you each year to help you to stay on track, to use your personal allowances and to ensure that your financial future is secured.
“Stop setting goals. Goals are pure fantasy unless you have a specific plan to achieve them.”
Stephen Covey
ABOUT US
Meet Peter Holt
Peter Holt Limited was founded in 1999.
​
Peter is passionate about numbers and people.
As a highly experienced Financial Planning Consultant, he has met hundreds of private clients and worked with many corporate institutions in the City of London providing strategic financial advice.
​
In our ever-changing world, Peter believes everyone should have a robust financial plan.
​
Without a plan, you run the risk of never achieving your financial goals. Don't put yourself last. Prioritise your ambitions.
​
Once you have a plan, building your wealth gets easier. Let us help you now.