• About Us

    The team at O-FP  has many years’ experience providing practical financial planning advice to individuals,  families and businesses in the Cotswolds and surrounding areas as well as in London and the City.

    We provide advice across a wide range of services including investments, savings, mortgages and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs.

    At O-FP, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.

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    Our Team

    Peter Bygrave
    Peter
    Bygrave

    Peter Bygrave

    07771 554545

    About Peter

    Having joined Sterling & Law as an Independent Financial Adviser in 2005 and previously worked as a Financial Consultant for six years with Lloyds TSB, I have now decided to branch out and set up my own independent financial planning and advice business.

    I firmly believe that access to the whole market enhances the value given to my clients. It is my intention to offer holistic financial planning advice wherever suitable and I am keen to build a long term working relationship with my clients.

    With a background in financial futures and stockbroking, I believe that I have a sound knowledge of the fundamentals of investment markets and can give carefully judged advice on lump sum investments – whether investing for income or for growth. This also follows for retirement planning advice where pre and post retirement independent advice is proving to be more and more important with the constant changes in the pension world.

    Holistic financial planning advice would not be possible without addressing mortgage and financial protection needs where appropriate and this also covers inheritance tax planning.

    Whilst living in Cheltenham I have many diverse clients in the Cotswolds and surrounding areas stretching to London and the City/Canary Wharf so meeting up for a no obligation free initial first appointment can be arranged by mutual arrangement. All I ask is for some background information before that initial meeting to make our combined time more efficient and constructive.

    If you are looking for bespoke independent financial advice with the offer of a long term working relationship, please feel free to contact me.

    Qualifications

    BA(Hons), Cert PFS, SIE Dip, CeMAP

    Want to know more?

    Call us for a friendly no obligation discussion on 01242 261911 or

    email: peter@o-fp.co.uk

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