Peter Allen
Senior Director and Financial Planning Area Lead (North) @Rathbones
Liverpool, GB
EMAILS
MOBILE NUMBERS
+91 *********19
Signup · Get unlimited contacts
WORK HISTORY
May 2025 — Present
Senior Director and Financial Planning Area Lead (North) @Rathbones
View department →
Liverpool, GB
Responsible for the Financial Planning teams across our North of England offices; part of the Liverpool office leadership team; providing financial planning advice to a range of high net worth clients
EDUCATION
1997 — 2000
University of Cambridge
MA, Mathematics
SKILLS
TrustsHigh Net Worth IndividualsFinancial ServicesEmployee BenefitsInvestment AdvisoryMicrosoft ExcelPensionsSippWealth ManagementDefined BenefitExcelRetirement PlanningRetirementStrategic Financial PlanningInheritance Tax PlanningPension FundsFinancial PlanningTaxFinancial AdvisoryAsset AllocationInvestment StrategiesInvestments
ABOUT PETER ALLEN
I am part of the Rathbones Financial Planning leadership team with specific…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.