Peregrine & Black

Independent Financial Adviser  65 Curzon Street, London, W1J8PE
First meeting at adviser's own cost
Helping to manage money and provide ongoing advice to families and individuals to preserve and grow client’s wealth for current and future generations. Advising on pensions and retirement planning and inheritance tax planning.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Defined benefit
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
EEA
check
Rest of world
check
Group ISA
check
Group Pension/Stakeholder
check
Stockbroking services
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Nicholas Palmer
Investment Director

This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path

This qualification assesses a knowledge and understanding of portfolio investment management.

This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment

FCSI membership is full membership of the CISI, and denotes an outstanding commitment to achieving the highest levels of knowledge, skills and behaviour. It is awarded to those with a suitable combination of qualifications and experience.

This qualification is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.

About us

Nicholas joined Peregrine and Black Investment Management in 2017 and is a Chartered Wealth Manager responsible for providing discretionary investment management and financial planning services. He started his career in financial services in 2007 working within private client and institutional investment management. In 2008 Nicholas joined an office of Raymond James Investment services where he completed his training and became a Chartered Fellow of the CISI. Here Nicholas gained valuable experience working his way up to become an Investment Manager where he helped to manage portfolios for trusts, charities and families as well as a fund within the Investment association mixed asset sectors. Nicholas joined Attivo Investment Management in 2015 where he helped to establish the London office and sat on the Investment committee, fund selection and equity committees

Our services

Provide advice on Investments, pensions and retirement planning. Help clients with inheritance tax planning and investing money received from inheritance for future generations. Provide ongoing investment advice and provide risk adjusted investment returns to clients consistently.

Where to find us
Head office address: 65 Curzon Street, Mayfair, London, W1J8PE
Service coverage
Preferred clients
Minimum wealth (income/assets)
£251,000
Minimum pension value
£251,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 13th September 2021

Similar advisers near you

Independent Financial Adviser 0.96 mi
Working hard to maximise and protect what you earn, save and own - today and into the future - we give independent and valued financial advice in a way that is simple, sound and cost-conscious.
 
Independent Financial Adviser 1.45 mi
We do more financial planning in 2 hours, than most do in 7 years
 
Independent Financial Adviser 1.8 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Independent Financial Adviser 1.9 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.