Peter Barlow (Financial) Ltd

Independent Financial Adviser  7 Westcombe Park, Shanklin, PO37 6QE
First meeting at adviser's own cost
Offering a Client-centric service, we provide advice to enhance wealth for clients in the key areas of Pensions, Investments, Inheritance Tax planning and Long term care.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Group Pension/Stakeholder
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 22nd November 2021
Meet our advisers
Mr Peter J Barlow Dip PFS

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

About us

We have been providing high quality independent financial advice on the Isle of Wight since 2000, we primarily deal with Investments, Tax planning and Pension work. We also have extensive experience in Long Term Care Planning and Ethical investing, our initial meeting is without charge and obligation.

The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Our services

Wealth Management, Retirement Planning, Long Term Care, Protections

Where to find us
Head office address: 7 Westcombe Park, Westhill Road, Shanklin, PO37 6QE
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 22nd November 2021

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