Bespoke financial advice for a life well lived.
About us
Your trusted adviser.
We provide peace of mind by creating and managing financial plans that are designed around our clients’ unique goals.
We advise across the full life cycle, from building wealth and protecting earnings, to long-term spending plans and providing a legacy.
We are fiercely independent and committed to helping our clients make good financial decisions, framed through the lens of living a good life.
Our service
Our advice service includes:
Pensions and retirement planning
Investment management
Financial protection
Tax-efficient income planning
Estate and inheritance tax planning
Where relevant, we provide advice on all these matters to our clients, engaging with tax and legal advisers as required.
We will use sophisticated cashflow modelling software to review your current financial position and demonstrate the impact of our advice.
Investments Carry Risk.
The Financial Conduct Authority does not regulate Tax & Estate Planning and business strategies.
The process
-
In our first meeting, we will:
Discuss your current situation
Identify your goals, values and objectives
Evaluate your attitude to risk and capacity for loss
Demonstrate our lifetime cashflow
Explain our investment philosophy and process
Consider if we are a good long-term fit
-
Next, it is over to us to:
Collect all relevant data concerning your existing financial arrangements, such as pensions, life cover, and investments
Undertake research and analysis on your existing plans
Prepare your personalised lifetime cashflow
Draft our financial recommendations
-
Following our research and analysis, we will be able to:
Present our specific recommendations for you
Discuss how our plan of action will meet your goals and objectives
Demonstrate this through the presentation of your personal lifetime cashflow, showing your position before and after our advice
Answer any questions that you may have have
Complete any initial paperwork
-
Then it is back to us to:
Establish any new accounts or policies needed
Set-up an automatic saving or spending plan
Oversee any required transfers
Arrange fund switches or new investments
Organise your new account logins
-
On a regular basis, we will meet to:
Update essential financial data
Discuss the year ahead
Re-run your lifetime cashflow
Review how your objectives are being met
Agree and implement any actions needed to stay ‘on track’
-
After all of this, we will have:
Established a comprehensive financial plan that is matched to your unique goals
Reduced taxes, costs, and risk (where possible)
Organised and simplified your financial affairs
Given you financial peace of mind
Established ourselves as your trusted adviser for all financial matters
Your trusted adviser
Peter launched Enbrook Wealth in 2024 after nearly a decade of experience in financial planning and wealth management in London. His career includes roles at an independent firm, Smith & Williamson, and RBC Brewin Dolphin, where he advised on high-value and complex financial plans.
Peter was named Financial Advisory Individual of the Year at the 2022 Citywealth Future Leaders Awards.
Like most that venture out on their own, Peter was driven by a desire to do better for his clients, which means:
Being fully independent,
Spending more time on planning, and
Charging lower fees.
Outside of work, Peter is a keen (but mediocre) cricketer, a fair-weather cyclist, and a spreadsheet enthusiast.
Financial planning on divorce
How we can help:
Preparing your finances for divorce
Budget analysis and modelling different settlement options
Technical support on pensions
Implementing financial orders
Rebuilding your financial plan
We are uniquely well placed to help people getting divorced.
Peter is one of only (approximately) 30 financial advisers in the country to have achieved the Resolution Accredited Specialist status, and he has assisted clients getting divorced over the past 8+ years by:
Preparing Expert Witness reports
Acting as a Shadow Expert
Attending and supporting Mediation
Acting as a Financial Neutral in ‘one lawyer’ cases
Answering one-off questions from lawyers and their clients
Providing pensions and financial training to many law firms, including an online seminar attended by over 100 legal advisers.
Very few financial advisers, let alone independent financial advisers, can match our experience in this space.
A few testimonials:
“After my marriage of 25 years ended, Peter guided me through every overwhelming step of the divorce/pension quagmire, with both compassion and efficiency.
I do not believe I would have survived this incredibly stressful process without his expert guidance and understanding.
I honestly could not recommend a more empathetic and professional individual.”
“Peter has a unique and reassuring way of explaining the pensions that is not patronising and after a long marriage of having no financial control at all this is comforting and educational.”
“The advice he is giving in the background on some of my cases is pretty extraordinary and of a different level and calibre than anybody I’ve come across before.”
Please note that we are not authorised to provide legal advice and nothing we say can be interpreted as such.
The help we will provide during your divorce is for guidance purposes only and must be discussed with your solicitor.
If you require legal advice, we would be happy to refer you to a trusted adviser within our network of professional connections.
We also do not provide coaching services, but again would be happy to refer you to a trusted partner.