Are you an Adviser click here

Peter Marks

📍
15 Fairview, Mells, Frome, Somerset, BA11 3PQ
🌐
https://pmfp.co.uk
✔
FCA Number: 995680
Website Image of Peter Marks

Meet Peter Marks, a dedicated FCA-regulated firm (No. 995680) based in the charming town of Frome, Somerset, offering a comprehensive range of financial services. Specialising in life insurance, investments, pensions, and financial planning, this firm provides invaluable retirement advice, guiding you through complex final salary pension transfers. Set in Mells, close to the historic city of Bath, their reach spans the surrounding counties, serving clients with tailored solutions to secure their future. With financial professionals well-versed in various aspects of wealth management, Peter Marks consistently delivers professional yet approachable service. Whether you're a first-time investor or seeking sophisticated financial strategies, trust Peter Marks to successfully navigate your financial journey. Visit them at their Fairview office for expert, regulated advice that stands the test of time.

Their team includes one financial adviser. Check FCA registration here.

Peter Marks are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Peter Marks from the Motorway

  1. From the M4 motorway:
  2. At junction 17, please take the A429 / A350 exit in the direction of Cirencester / Chippenham.
  3. In Stanton St Quintin, proceed to take the fourth exit onto A350.
  4. Upon reaching Malmesbury Roundabout, take the third exit onto W Cepen Way / A350.
  5. At Badger Roundabout, opt for the second exit yet remain on W Cepen Way / A350.
  6. Approaching the subsequent roundabout, proceed with the second exit still adhering to W Cepen Way / A350, subsequently continue to follow A350.
  7. At Bumpers Farm Roundabout, divert via the third exit onto W Cepen Way / A350.
  8. When arriving at the next roundabout, choose the second exit ensuring to stay on W Cepen Way / A350.
  9. At Chequers Roundabout, take the fourth exit onto Bath Road / A4.
  10. Proceed to the next roundabout, and make a choice of the second exit while sustaining your route on Bath Road / A4.
  11. Continuing to the next roundabout, take the initial exit whilst maintaining your position on Bath Road / A4.
  12. Reaching the upcoming roundabout, ensure you take the second exit whilst remaining on Bath Road / A4.
  13. Take a slight turn to the left onto Bradford Road / B3109.
  14. Arriving at the roundabout, select the second exit while staying on Bradford Road / B3109.
  15. At the ensuing roundabout, again select the second exit this time onto Mount Pleasant / B3109.
  16. Reaching the next roundabout, choose the first exit onto Masons Lane / A363, then continue to follow A363.
  17. On arrival at the forthcoming roundabout, take the second exit onto Silver Street / A363 and proceed through one roundabout.
  18. Upon reaching the next roundabout, continue straight onto Frome Road / B3109.
  19. Make a right turn onto Frome Road / A361 and continue to follow A361.
  20. At Beckington Roundabout, take the first exit onto A36.
  21. Proceeding to the approaching roundabout, take the third exit onto A361.
  22. At the subsequent roundabout, opt for the second exit.
  23. Continue onto B3090.
  24. Take a right turn onto Iron Mill Lane.
  25. Take a slight right onto Cuckoo Lane.
  26. Continue onto Coalash Lane.
  27. Take a right turn onto A362.
  28. Turn left onto Coal Lane.
  29. Continue onto Hapsford Hill.
  30. Proceed onto Church Close.
  31. Turn right onto Park Hill. Your destination will be on the left.

List of advisers under Peter Marks:

Peter Marks 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 http://sjp.co.uk/products

SJP Approved : tbc

Neither Performance Leads Ltd nor any of our affiliates or group companies provides any advice or makes any recommendations in relation to any investment on this site. Nothing displayed on this site constitutes a financial promotion or inducement to investment. All content is provided for navigational, information or contact purposes.

Anything published on this website is for information purposes only and should not be regarded as direct or indirect financial advice. FinancialAdvisers.co.uk accepts no liability arising from advice provided by third parties, either from advisors on our panel or otherwise. FinancialAdvisers.co.uk is a trading style of Performance Leads Ltd.

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.

Need Help Choosing an Adviser?
Enter a few details to get matched with the right adviser and receive a guaranteed callback