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Ask the Expert - Finances - Peter Brooke

Peter Brooke
Financial Adviser

Meet the Expert
Peter spent 5 years in London advising clients on how to address 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. Peter has a detailed knowledge of international product providers and tax-efficient structures that can assist in asset building, asset protection and, ultimately, estate planning. Through Spectrum International Mortgages (SIMs) Peter has also helped resident and non-resident property investors to secure €60 million of French mortgages for property purchases on the Riviera in the last 10 years. Peter is an Honours Graduate of the University of Sussex and, not only holds the UKSIPP Investment Management Certificate but, also the Chartered Institute (CII) Financial Planning Certificate. He is a member of the CII and a certified member of the Personal Finance Society (Cert PFS).

About The Spectrum IFA Group
Spectrum advisers help their clients with the many complex financial and tax issues they are confronted with: retirement and pension planning including QROPS, Life Assurance, efficient investing (using Insurance wrappers), succession and inheritance tax planning, currency exchange and many more. As for most expatriates, these planning issues may exist in more than one country, and we believe working with experienced, qualified, cross border advisers who are themselves expatriates, and therefore facing similar challenges, is really important.

What we offer
Our role is to create and provide solutions for expatriates and foreign residents by way of a broad range of products and services. These include currency exchange, bank accounts, tax efficient investments, QROPS, pensions, medical insurance and more. We also offer wealth management, where appropriate.

 
 
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