At Perchard Wealth Management we provide bespoke wealth management advice to individuals and businesses. We are committed to establishing lasting relationships built around trust and high quality advice.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Peter is extremely approachable and I fully trust the advice he provides. He explains different scenarios in easy and understandable ways. I find that I can call him at anytime to discuss concerns I may have regarding finances and I would highly recommend those seeking financial advice to make th...
Having recently met with Peter for a review of my current arrangements, I find that the level of service he provides to be excellent and can therefore suggest nothing to improve! I have total confidence and trust in the financial advice Peter provides and I find him to be professional and friendl...
Peter provides a professional and excellent service each time we meet to discuss my financial circumstances. He looks at the wider picture surrounding my investments which may affect not just myself but also my closest connections and family.
I have worked with Peter at Perchard Wealth Management on numerous occasions and I find his clients hold him in the highest regard. Recently we have worked together and I have witnessed the care he gives, which is above and beyond what can be expected.
I have total trust and confidence in the services provided by Peter at Perchard Wealth Management and I am kept informed of any changes in market trends and fluctuations. I have frequent and continuing contact with Peter, who keeps me up to date with current circumstances in relation to my invest...
I see Peter as a friend, I like that he talks about his family which adds to that perception. He is very helpful, reliable and caring, which gave me great comfort in the loss of my husband. Peter is excellent when explaining a difficult subject and rephrases it to something I can understand. I ha...
Very happy with Peter, explained everything in a simple language. I would recommend his services and advice.
I have been with St. James's Place - Perchard Wealth Management for the past 15 to 20 years. I have found them very helpful and accommodating, willing to offer advice whenever I need it. Particularly in my later years, they have been understanding and clear so that I feel confident in the service...
I would have no hesitation in recommending Peter to any of my friends, I have found him to be very caring, supportive and professional.
During our time of investing with St. James's Place we have received excellent guidance. Our interest’s and requirements have been listened to sympathetically and our investments placed on a sound financial basis. Personal attention from the partners has always been paramount.
The value of an investment and the income from it can fall as well as rise. You may get back less than you invested.
I have always found Peter to be very helpful and quick to respond to any query I may have. He knows his business inside our and always advises me in simple, easy terms in a way which I can understand without using jargon, that's why I have him as my Financial Adviser and I would recommend him wit...
We like the fact that we have a one to one relationship with Peter and have total trust in the advice he provides, he certainly knows his business! His advice is always genuine and he explains things very easily to make it understandable. We find him to be accessible and approachable whenever we ...
Peter has been very helpful in explaining clearly his various recommendations with regard to my financial investments. His willingness to visit my house for face-to-face meetings, rather than phone discussions has been invaluable.
He, Peter Perchard, has always kept in touch and offers advice on a regular basis. The service he provides is top class and I am more than happy with the results of my investments over the last few years. In addition, I have found Peter to be extremely personable and supportive.
You should remember that past performance refers to the past and is not a reliable indicator of future results. The value of an investment and the income from it can fall as well as rise.
You may get back less than you invested.
Peter is extremely approachable and I fully trust the advice he provides. He explains different scenarios in easy and understandable ways. I find that I can call him at anytime to discuss concerns I may have regarding finances and I would highly recommend those seeking financial advice to make th...
Having recently met with Peter for a review of my current arrangements, I find that the level of service he provides to be excellent and can therefore suggest nothing to improve! I have total confidence and trust in the financial advice Peter provides and I find him to be professional and friendl...
Peter provides a professional and excellent service each time we meet to discuss my financial circumstances. He looks at the wider picture surrounding my investments which may affect not just myself but also my closest connections and family.
I have worked with Peter at Perchard Wealth Management on numerous occasions and I find his clients hold him in the highest regard. Recently we have worked together and I have witnessed the care he gives, which is above and beyond what can be expected.
I have total trust and confidence in the services provided by Peter at Perchard Wealth Management and I am kept informed of any changes in market trends and fluctuations. I have frequent and continuing contact with Peter, who keeps me up to date with current circumstances in relation to my invest...
I see Peter as a friend, I like that he talks about his family which adds to that perception. He is very helpful, reliable and caring, which gave me great comfort in the loss of my husband. Peter is excellent when explaining a difficult subject and rephrases it to something I can understand. I ha...
Very happy with Peter, explained everything in a simple language. I would recommend his services and advice.
I have been with St. James's Place - Perchard Wealth Management for the past 15 to 20 years. I have found them very helpful and accommodating, willing to offer advice whenever I need it. Particularly in my later years, they have been understanding and clear so that I feel confident in the service...
I would have no hesitation in recommending Peter to any of my friends, I have found him to be very caring, supportive and professional.
During our time of investing with St. James's Place we have received excellent guidance. Our interest’s and requirements have been listened to sympathetically and our investments placed on a sound financial basis. Personal attention from the partners has always been paramount.
The value of an investment and the income from it can fall as well as rise. You may get back less than you invested.
I have always found Peter to be very helpful and quick to respond to any query I may have. He knows his business inside our and always advises me in simple, easy terms in a way which I can understand without using jargon, that's why I have him as my Financial Adviser and I would recommend him wit...
We like the fact that we have a one to one relationship with Peter and have total trust in the advice he provides, he certainly knows his business! His advice is always genuine and he explains things very easily to make it understandable. We find him to be accessible and approachable whenever we ...
Peter has been very helpful in explaining clearly his various recommendations with regard to my financial investments. His willingness to visit my house for face-to-face meetings, rather than phone discussions has been invaluable.
He, Peter Perchard, has always kept in touch and offers advice on a regular basis. The service he provides is top class and I am more than happy with the results of my investments over the last few years. In addition, I have found Peter to be extremely personable and supportive.
You should remember that past performance refers to the past and is not a reliable indicator of future results. The value of an investment and the income from it can fall as well as rise.
You may get back less than you invested.
Peter is extremely approachable and I fully trust the advice he provides. He explains different scenarios in easy and understandable ways. I find that I can call him at anytime to discuss concerns I may have regarding finances and I would highly recommend those seeking financial advice to make th...
SJP Approved 22/09/2023
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.