01727 845500 Customer Area
Financial Adviser Awards

Supporting clients with thoughtful financial planning, I’m developing my expertise as a Trainee Financial Adviser on my journey to Chartered status.

Peter Griffiths, Trainee Financial Adviser
Ringwood, Hampshire

Trainee Financial
Adviser

Peter joined the firm as a Trainee Financial Adviser, having previously worked within the financial services industry for over 10 years in an investment focused role. He deals with the setting up of client meetings, the preparation for adviser meetings and report writing following reviews and for new business and is in regular contact with the product providers on behalf of our clients and the Ringwood advisers.

Education &
Qualifications

Peter is level 4 qualified and is an Associate of the Chartered Securities Institute (ACSI). As part of his new role as a Trainee Financial Adviser, he is now studying to become a Certified Financial Planner.

A Little
About Peter

Outside of work, Peter enjoys a very active lifestyle, with mountain biking being a particular favourite. He also enjoys playing tennis and golf, making time for both whenever he can. And included in his very active lifestyle, he’s a Bournemouth fan too.

Lonsdale
Awards

In 2017, Lonsdale Services won the Retirement Planner Award (RPA) Outstanding Customer Care award and the RPA for Best Individual Pension Advice firm in the South East and Anglia in 2018. In 2021, Lonsdale Services won the Best Adviser Firm for Vulnerable Client Care at the 2021 National Professional Adviser Awards.

Need financial advice?

Contact our Lonsdale Independent Financial Advisers (IFAs) in Ringwood, Hampshire on 01425 208490, or complete the form below to book a free initial financial planning consultation.

Financial Adviser in Ringwood

Find the Ringwood office

5 Fridays Court, High Street, Ringwood, Hampshire, BH24 1AB

01425 208490
ku.oc.secivreseladsnol@shtiffirgp