Contact Us
  // Open Popup ID 1058 if any element with .header--nav__button
document.querySelectorAll('.header-nav-button').forEach( (el) => {
	el.addEventListener('click', () => {
		bricksOpenPopup(XXX)
	})
})
document.querySelectorAll('.header-nav--parent').forEach(li => {
  const toggle = li.querySelector('.brx-submenu-toggle');
  if (!toggle) return;

  const a = toggle.querySelector('a');
  const button = toggle.querySelector('button');
  if (!a || !button) return;

  // Move the label text into the button (prepend before the SVG)
  const labelText = document.createTextNode(a.textContent);
  button.prepend(labelText);

  // Remove the <a> tag
  a.remove();
});

Peter Magliocco

Chartered Financial Planner

Peter is a Chartered Financial Planner and a Fellow of the Personal Finance Society, the UK’s leading professional body for financial advisers. He also holds the accreditation from the Society of Later Life Advisers (SOLLA), reflecting his expertise in financial planning for older clients.

With a career that began in 1996 at a specialist retirement financial planning firm, Peter has experience in the retirement market. He joined our team in June 2014, having supported his clients through the firm’s transitions to Alexander Forbes Financial Services and later to JLT Wealth Management Ltd, consistently delivering tailored financial solutions.

Peter lives in Kenley with his wife, son, and daughter. Outside of work, he enjoys music and keeping busy with ongoing home redecoration projects.

Qualifications

  • Advanced Diploma in Financial Planning (Chartered)
  • CII AF3 – Pension Planning
  • CII G60 – Pensions
  • CII K10 – Retirement Options
  • CII K20 – Pension Investments
  • CII R08 – Pensions Update
  • CII R05 – Financial Protection
  • CII R02 – Investment Principles and Risk
  • CII AF5 – Financial Planning Process
  • CII SV1 – Savings and Investments
  • HR1 – Home Reversion Plans

Are you ready to make informed decisions about your money?

Contact Us

Get in Touch

Footer Contact Form

Please refer to our Privacy Statement to see how we use your personal information.