Peter Iles - Financial Adviser

I have over 30 years’ experience as a financial adviser. I started my career in financial services with the Prudential in 1984 successfully developing and maintaining long term business relationships with my clients dealing with their savings, investment and pension needs. I was one of the leading advisers within the Prudential gaining promotion with responsibilities for both customer service and sales management.

Following 20 years in the home service sector I formed my own independent practice advising both corporate and private clients on a wide range of financial planning issues. After 10 years of running my own firm and at the end of 2012 I joined True Potential Wealth Management in order to dedicate more time to my clients on a one to one face to face basis.

I specialise in investment, pensions and protection and pride myself in providing a traditional home service where our face to face meetings can be conducted in the comfort of your own home.

I hold a diploma in Financial Planning via the Institute of Financial Services (IFS) and I hold a current and valid “Statement of Professional Standing”

Away from financial services I am married and have two children. I am a Town Councillor spending much of my private time fund raising for local charities and helping to improve services for the local community.

Peter Iles Financial Adviser

Areas Served

  • West Wales

Reviews and Ratings for Financial adviser Peter Iles, Swansea

Peter Iles - Financial Adviser

Peter Iles - Financial Adviser

I have over 30 years’ experience as a financial adviser. I started my career in financial services with the Prudential in 1984 successfully developing and maintaining long term business relationships with my clients dealing with their savings, investment and pension needs. I was one of the leading advisers within the Prudential gaining promotion with responsibilities for both customer service and sales management.

Following 20 years in the home service sector I formed my own independent practice advising both corporate and private clients on a wide range of financial planning issues. After 10 years of running my own firm and at the end of 2012 I joined True Potential Wealth Management in order to dedicate more time to my clients on a one to one face to face basis.

I specialise in investment, pensions and protection and pride myself in providing a traditional home service where our face to face meetings can be conducted in the comfort of your own home.

I hold a diploma in Financial Planning via the Institute of Financial Services (IFS) and I hold a current and valid “Statement of Professional Standing”

Away from financial services I am married and have two children. I am a Town Councillor spending much of my private time fund raising for local charities and helping to improve services for the local community.

Areas Served

  • West Wales

Reviews and Ratings for Financial adviser Peter Iles, Swansea

Areas of Expertise

Investment Planning

Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.

True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.

As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.

Retirement Planning

Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements.

Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and access to world-class investment funds. Plus, I can ensure that you are taking full advantage of new pension freedoms.

In addition, our unique True Potential One® life planning tool helps you manage both the accumulation and drawdown phases of your retirement.

Protection

Protecting you and your family from unforeseen circumstances is essential now, and in the years to come.  I can provide protection cover in the various forms of life, critical illness and disability solutions as well as guidance on Inheritance Tax.