Meet the team

Our team of seasoned professionals is waiting to extend our support to you. Learn more about our individual credentials and experience.


You?

If you are interested in joining the UK’s best estate planning firm to help with the complex and evolving needs of people at retirement and thereafter, we would love to hear from you. If you hold at least the Advanced Diploma in Financial Planning, and are passionate about developing and maintaining the highest levels of knowledge and service, we would love to hear from you.

Through Deep Dive Financial Planning, you can offer your clients access to cutting-edge planning technology, hyper-efficient portfolio management, and specially negotiated reductions to provider fees (where investments exceed £500,000). Contact us today to learn more about the exciting opportunities available. No scuba experience necessary.

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Supported
by…

My Care Consultant saves families time and energy by providing them with independent information and guidance so they can make informed decisions about their care as early on in the process as possible. We are extremely proud of the association between our companies and how this benefits families with care needs.

Solidus Independent Estate Practitioners is a leading estate planning and trust services company. They carefully draft top quality legal documentation to fulfil the sophisticated planning requirements of our clients, in partnership with some of the finest lawyers in the country.


Choosing Deep Dive

Our clients and expert peers explain what it's like to work with us.

Mike and Eve Clients since 2010

Peter understands that totally, goes along with it, and advises knowing how we both feel, and he's been great.

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Nicholas Client since 2013

He's been the adviser for my grandfather, then my parents and me and my brothers as well, so, it's been a long time.

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Jamie Kyte, Chartered Financial Planner

You're going to be dealing with someone who's been doing this day in, day out...

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Andrew and Fiona Clients since 2013

Peter's always very helpful and up to date. He’s very easy to get hold of. He’s always available on the telephone always on email.

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Jacqueline Berry, My Care Consultant

It is so important, as a duty of care, to speak to an appropriate financial adviser.

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Tom Client since 2013

I've come to him with a lot of questions that I wasn't necessarily expecting him to have answers to, and he's always delivered.

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