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Based at
Position
Serving clients in
South East, Central England
Peter McBean
Independent Financial Planner
Peter has been married for 40 years, and has two children and two grandchildren who keep him busy. He enjoys socialising with friends, holidays and travel, watching most sports – and playing a round or two of golf when time allows.
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Articles related to Peter and his team
4 January 2024
What is a Crystallised Pension?
Crystallising your pension unlocks your investments and gives you access to your pension savings, including a 25% tax-free lump sum
19 December 2023
A quick guide to understanding financial planning jargon
We’ve created a list of the common financial planning jargon you might come across when planning for you and your family
30 November 2023
Are Annuities a Good Investment?
Is an annuity something you should consider? We take a look at the benefits and drawbacks to help you build up a clearer picture
23 October 2023
Who’s the best person to advise on Inheritance Tax?
If navigating Inheritance Tax feels like a bewildering maze, you're not alone. We take a look at where you can go for advice on inheritance tax?
11 October 2023
Not the retiring type? Why people choose to retire later
More people are choosing to work beyond retirement. Phasing retirement can offer a range of benefits, even beyond the state pension age
26 June 2023
9 ways to reduce your Capital Gains Tax
Looking to reduce your Capital Gains Tax bill? Here are 9 ways you can cut your tax liability, keeping more of your money in your pocket
1 June 2023
How much life insurance do I need?
Knowing exactly how much life insurance you need can be a difficult sum to calculate. How much would your family need if something was to happen to you?
4 May 2023
Should you consolidate your pensions?
Pension consolidation simply means combining two or more pensions into a single pot. There are several reasons why this might be worthwhile
10 February 2023
What does a financial planner need to know about you?
Only by providing open and honest answers will your financial planner be able to design a financial plan that helps you achieve your life goals
21 December 2021
What is Life Landscaping®
We have one simple purpose: To enrich the lives of those we meet.
Find out more about Peter and the Amber River SFIA team...
Amber River SFIA provides a variety of financial planning services, from investments to mortgages, while also specialising in School Fees Planning. Their advisers aim to build a lasting relationship with clients. They take pleasure in witnessing them achieving their goals, helping them to adapt their personalised financial plan if and when surprises occur along the way.
What our clients say
A client, Dorset
I have no hesitation in recommending my adviser for giving me sound and trustworthy advice. The products that SFIA provide have been extremely suitable for my financial needs and the backup and support is always there when you need it.
I have no hesitation in recommending my adviser for giving me sound and trustworthy advice. The products that SFIA provide have been extremely suitable for my financial needs and the backup and support is always there when you need it. A client, Dorset
Ms Saini
We’ve been with the SFIA group for many years. They’ve always been great and helpful with any concerns we’ve had in regard to our investment and finances. Aman is extremely professional and knowledgeable, and she takes a full interest in her clients and their concerns.
We’ve been with the SFIA group for many years. They’ve always been great and helpful with any concerns we’ve had in regard to our investment and finances. Aman is extremely professional and knowledgeable, and she takes a full interest in her clients and their concerns. Ms Saini
Mr Bailey, London
My adviser weighed up my needs and lifestyle very thoroughly and efficiently and was constantly upbeat despite my having only quite modest means. She was right on target with ideas and showed an excellent understanding of my situation, allying this to an upbeat and friendly attitude which inspired confidence and assurance.
My adviser weighed up my needs and lifestyle very thoroughly and efficiently and was constantly upbeat despite my having only quite modest means. She was right on target with ideas and showed an excellent understanding of my situation, allying this to an upbeat and friendly attitude which inspired confidence and assurance. Mr Bailey, London
Mr Hewland, London
It was my accountant who recommended SFIA to help me organise my pension. My adviser has been very helpful in describing – using layman’s terms – the various options and pension products available and scheduling yearly catch-up meetings to review pension performance and changes to the fund.
It was my accountant who recommended SFIA to help me organise my pension. My adviser has been very helpful in describing – using layman’s terms – the various options and pension products available and scheduling yearly catch-up meetings to review pension performance and changes to the fund. Mr Hewland, London