Peter Grant, Weybrook Financial Managements Director and principal advisor, began his Financial Services career in 1989. After many years working for a national Insurance company, in both an advisory and management Capacity, Peter established Weybrook Financial Management in 1998.

Peter is rightly proud of the long term consultancy and financial planning service he provides to an ever growing number of clients in the local area.

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Qualifications

  • Advanced Diploma in Financial Planning (CII)
  • DipFA – Diploma for Financial Advisors (IFS)
  • AF1 – Personal Tax and Trust Planning (CII)
  • AF3 – Advanced Diploma in Pension Planning (CII)
  • AF4 – Advanced Diploma in Investment Planning (CII)
  • AF5 – Financial Planning Process (CII)
  • R02 – Investment Principles & Risk (CII)
  • J10 – Discretionary Investment Management (CII)
  • CF8- Certificate in Long Term Care Insurance (CII)
  • ER1- Equity Release (CII)
  • CEMAP – Certificate in Mortgage Advice & Practice (CII)
  • FP1 – Financial Planning (CII)
  • LP2 – Financial Services Products and Solutions

Interests

Outside finance, Peter is the colts manager at Worplesdon and Burpham Cricket Club and still turning out for the 1st team on a regular basis! An avid golfer, he is a member of Puttenham Golf Club.

He is married with 2 children at local Guildford schools.