Peter Cooling

A founding member of Swann Financial with over 30 years of Financial experience.

About

Peter is an experienced member of Swann Financial, having been a Partner with the Practice since 2006. He has worked for more than 30 years in financial services and is passionate about helping his clients achieve practical solutions to the financial issues that concern them most. His expertise cover retirement planning, wealth protection and investment planning, with an emphasis on maintaining a long-term relationship with every client. Peter believes this can provide them with a source of trusted advice as their financial needs evolve over the years.

Testimonials

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I have always found Peter to be available, professional and to have my financial interest at heart. His knowledge of investments, pensions, inheritance tax and care issues are comprehensive so he can explain the options available and provides excellent advice that meets my needs. This has resulte...

Keith Beales| Accountant, Burntwood
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The Partner Practice 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 www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Swann Financial is a trading name of Swann Financial Limited. Swann Financial Limited is registered in England and Wales, Number 13817025. Registered Office: 39 South Bar Street, Banbury, Oxfordshire, OX16 9AE.