Peter Boardman, PFP Wealth Group Ltd
PB
Financial Advisors
Peter Boardman, PFP Wealth Group Ltd
Sunnybank 12 Albion Rd, Chesterfield S40 1LJ
# Business Description
Peter Boardman established PFP Wealth Group Ltd following a 34-year career in financial services, transferring his practice from St. James's Place in July 2025 to access enhanced administrative and marketing support. Based in Chesterfield, South Yorkshire, the firm operates as an Appointed Representative of St. James's Place Wealth Management plc, specialising in bespoke wealth management for a defined clientele.
The practice primarily serves directors, high earners and retirees, with particular expertise in retirement planning, tax-efficient investment strategies and inheritance tax planning. Boardman holds the Diploma in Financial Planning and brings extensive knowledge of specialist pension vehicles including Self-Invested Personal Pensions (SIPPs) and Small Self-Administered Schemes (SSAS), which are increasingly popular with business owners seeking greater control over their retirement savings.
What distinguishes this practice is Boardman's deep understanding of the specific financial challenges facing business directors and those in high-income brackets. Rather than adopting a one-size-fits-all approach, the firm tailors solutions to individual circumstances, addressing both immediate wealth management needs and long-term legacy planning through inheritance tax mitigation strategies.
The business combines personalised service with access to St. James's Place's comprehensive product range and institutional backing. With over two decades of consistent client growth prior to the recent transition, the practice demonstrates sustained market confidence in Boardman's advisory approach and client service standards.
Peter Boardman established PFP Wealth Group Ltd following a 34-year career in financial services, transferring his practice from St. James's Place in July 2025 to access enhanced administrative and marketing support. Based in Chesterfield, South Yorkshire, the firm operates as an Appointed Representative of St. James's Place Wealth Management plc, specialising in bespoke wealth management for a defined clientele.
The practice primarily serves directors, high earners and retirees, with particular expertise in retirement planning, tax-efficient investment strategies and inheritance tax planning. Boardman holds the Diploma in Financial Planning and brings extensive knowledge of specialist pension vehicles including Self-Invested Personal Pensions (SIPPs) and Small Self-Administered Schemes (SSAS), which are increasingly popular with business owners seeking greater control over their retirement savings.
What distinguishes this practice is Boardman's deep understanding of the specific financial challenges facing business directors and those in high-income brackets. Rather than adopting a one-size-fits-all approach, the firm tailors solutions to individual circumstances, addressing both immediate wealth management needs and long-term legacy planning through inheritance tax mitigation strategies.
The business combines personalised service with access to St. James's Place's comprehensive product range and institutional backing. With over two decades of consistent client growth prior to the recent transition, the practice demonstrates sustained market confidence in Boardman's advisory approach and client service standards.
Services offered
Retirement planningTax-efficient investingSIPP pension schemesSSAS pension schemesInheritance tax planningWealth managementFinancial advisory servicesInvestment portfolio management