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Peter Michael Wells

International Financial Adviser

Previous Experience

Peter is an experienced UK & Internationally Qualified Financial Adviser with a demonstrated history of success working in the Investment Management Industry. He is a strong financial professional, highly diligent, graduated from The London Institute of Banking and Finance, skilled in SIPP, QROPS, Wealth Accumulation, Legacy Planning, Protection, Asset Management, and Offshore Investments.

PWS Group – UAE
Senior Private Client Advisor
July 2016

deVere Group – UAE
Area Manager May 2014 – July 2016
Senior Wealth Manager
September 2010 – May 2014

Silver Boomerang – UK
Financial Consultant
January 2006 – September 2010

Qualifications/Accreditations

  • CISI Level 1 (Intl.)
  • CISI Level 3 (Intl.)
  • LIBF Financial Services Regulation & Ethics Certificate
  • Level 4 Diploma in Advanced Financial Advice – MILBF
  • ACSI

 

Testimonials