Member Profile

Peter Everitt

Financial Planning

Contact Details

Address
63 Matthysen’s Way, Cardiff. CF3 0PL
Telephone
07957 782066
Website
http://www.cascadewm.com/meet-the-team/peter-everitt/
Connect
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Member Testimonial

‘The most amazing thing that my wife and I found with Peter was that he wrote a report on our pensions and financial situation that we could read AND understand. Neither of us had seen such a document before despite having had a number of Financial Advisers in the past’

Dr Howard Fortescue

About Peter Everitt

Cascade Wealth Management Ltd

‘I am a passionate Independent Financial Planner whose job is to take the mystery out of pensions, retirement, investments and tax planning for my clients.

I thoroughly enjoy working with Directors, Entrepreneurs and Professionals to plan their route to retirement. Often the route to retirement and financial Independence is left to chance, as these individuals are often extremely busy running their own businesses and careers and are concerned at making that successful.

Clients who engage my services enjoy the peace of mind and financial benefits of annual reviews to ensure that their finances and income are continually as efficient as they can be, and that their route to financial freedom is always monitored and tweaked where necessary’.


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