Pete Giles
Financial Planner, Partner
Pete supports individuals in numerous contexts, but his book of clients consists primarily of company directors and senior executives. He specialises in retirement planning and complex pension advice as well as tax-efficient structures and estate planning.
He is a first-class communicator and is highly experienced at cash flow modelling, which enables him to deliver insightful lifetime plans for clients. He strongly believes helping clients envisage and stress test their financial plan is the key to helping them make informed financial decisions. Pete has worked in the industry for over 13 years and holds a Diploma in Regulated Financial Planning.
Pete specialises in retirement planning and complex pension advice as well as tax-efficient structures and estate planning.
"I've been with Saltus for a little over a year, and Peter Giles has been my financial planner from the beginning. I've found Pete to be personable and well informed, adept at identifying the important issues to be addressed, taking the initiative as required, and communicating in a way that it is clear and concise. Pete and his team have proved to be responsive in following up, demonstrating a sadly rare trait these days of doing exactly what they say they will do. I don't hesitate to recommend Pete as a trusted financial planner who adheres to high professional standards."
Robert Jones
At home...
When not studying for further industry qualifications, Pete enjoys travelling, deep-sea diving, reading, and spending time with his family and friends.