Lexis Nexis
Peter Allen
Financial Planning Director
Investec Wealth & Investment
Peter specialises in providing independent financial planning advice to a wide range of private clients. His areas of expertise include estate planning, retirement planning and personal tax planning, working closely with other professional advisers where necessary.
A lifelong resident of Liverpool, Peter joined Investec Wealth & Investment in April 2011. He previously spent eight years working at Barnett Waddingham and two years at Mercer in similar roles.
Peter graduated from Gonville & Caius College, Cambridge with a Mathematics degree in 2000. A Chartered Financial Planner and Fellow of the Personal Finance Society, Peter recently became a Member of the Chartered Institute for Securities and Investment.
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