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Peter Young

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Wealth Planning Director

I started my career in financial services in 1982 after graduating from the University of Edinburgh. I joined the company as part of the acquisition of Punter Southall Wealth in 2022. With particular expertise in pensions, I work mostly with private clients, company directors, partners in legal and accountancy firms and trustees. I am a Chartered Financial Planner and a Fellow of the Personal Finance Society.

Location: Edinburgh

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.