Peter Boardman established Boardman Wealth Management Ltd in 1999 initially under the trading name, Somersall Independent Financial Advisers Ltd which later became Somersall Financial Management Ltd. Peter’s experience in Financial Services started in 1991 with Royal Life. In 2004 Peter was invited to join the prestigious St. James's Place Wealth Management Group which he accepted and Boardman Wealth Management Ltd has been a continuously successful Practice ever since.
As a Director of Boardman Wealth Management Ltd, Peter has a wide range of expertise, knowledge and experience. He is proud to be able to offer his clients professional advice on investment planning, financial planning, retirement strategies and Inheritance Tax Planning.
Over the years Peter has developed his Practice by building long-term relationships with clients. This has resulted in the vast majority of new business coming from satisfied clients, who have been happy to recommend Peter and St. James's Place Wealth Management Group.
Peter is focused on advising clients from the business community either as Shareholders in Limited Companies, Partnerships or Sole Traders, specialising in retirement and aspects of exit planning. Peter has advised many clients on the use of pension funds and as such has a great deal of experience in this area. It usually follows that advice for the business overlaps with the individual and intergenerational needs involving family protection, investing personal funds and dealing with any Inheritance Tax planning.
Peter is married to Carmen and has three children. In his spare time he enjoys holidays with his family, supporting local Football and Rugby clubs but his passion has always been Cricket and most recently has agreed, through Boardman Wealth Management Ltd, to sponsor Hallam Cricket Club, one of the largest family clubs in South Yorkshire and North East Derbyshire Area where he is heavily involved with coordinating junior coaching and junior matches. Peter also enjoys playing golf and is a member at Lees Hall Golf Club and Chesterfield Golf Club where he has been supporting Ashgate Hospice Golf Day for over 10 years.
Peter can be reached at Boardman Wealth Management Ltd, Sunnybank Office on Albion Road Chesterfield, contact details are as follows:
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.
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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.