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Peter Rooke

Independent Financial Adviser

I have over 25 years of experience within the financial services industry, specialising in providing holistic financial advice to private wealth clients.

I am able to advice across all areas of financial planning which include investments, pensions, savings, protection and Estate planning.

As an Independent Financial Adviser, my aim is to work closely with all my clients to develop a trusted working partnership with them and their family in order to deliver both excellent value and quality advice for the long-term.

Expertise in

Financial Protection

Investment Management

Retirement Planning

Wealth Management


Based in



Dyfed, Powys

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