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Peter Grant

Peter Grant of Grant Financial Planning Ltd is based in Banstead. Peter has up to 22 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
[FCA CF] Client dealing
[FCA CF] Functions requiring qualifications
CPD4 - Personal recommendation on retail investments (not broker funds)
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Responsible for Insurance Distribution
SMF16 Compliance Oversight
SMF17 Money Laundering Reporting Officer (MLRO)
SMF3 Executive Director

Previous Employment:
Stocker Blaxsell Grant Wealth Management Ltd27/02/2014 to 05/02/2023
Throgmorton Private Capital Ltd10/10/2005 to 10/02/2014
Barclays Financial Planning Limited07/04/2005 to 20/09/2005
Medical Sickness Ltd26/04/2001 to 04/03/2005
Wesleyan Financial Services Ltd14/01/2005 to 04/03/2005
Wesleyan Unit Trust Managers Limited01/12/2001 to 14/01/2005
Wesleyan Assurance Society24/05/2002 to 14/01/2005
My Pension Expert
Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.