Peter Brooke of The Spectrum IFA Group - a personal introduction
Peter Brooke brings over 10 years’ experience in financial services.
For 5 years Peter was based in London advising clients in addressing the balance, structure and performance of their investment portfolios. He now specialises in addressing the unique financial planning needs of expatriates and those with cross-border interests. He has a detailed knowledge of international product providers and tax-efficient structures that can assist in asset building, asset protection and, ultimately, estate planning.
As an independent adviser, Peter provides his clients with the advantage of unbiased financial planning advice. He has access to many of the world’s most respected international banking, investment management and insurance institutions, which offers his clients the competitive advantages and convenience of being able to access multiple managers and product providers through one source.
Professional Qualifications
Peter is a graduate of the University of Sussex and not only holds the UKSIPP Investment Management Certificate but also the Chartered Institute of Insurers (CII) Financial Planning Certificate. He is a member of the CII and a certified member of the Personal Finance Society (Cert PFS).
Peter is also a key member of The Spectrum fund approval committee and assists our advisers and their clients with fund analysis and portfolio construction.
Peter is a French resident and lives in the beautiful village of Valbonne with his wife and two young children. He travels up and down the Riviera to see his clients and has offices in Sophia Antipolis.
peter.brooke@spectrum-ifa.com
Tel: +33 4 93 00 01 13 Mob: +33 6 87 13 68 71 Fax: +33 4 93 00 01 14
Skype: pbrooke
Post: The Spectrum IFA Group, Mediathel, Routes des Cretes, 06560 Valbonne, France
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