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Why choose us
Your relationship with us will be built on mutual respect and understanding, and a strong set of shared values and principles.
Bespoke Family Estate Planning
We offer advice which considers the needs of the whole family. We work with you to maximise the impact that your wealth can have, for the rest of your life and after your death.
Tried and tested solutions
We will not engage in controversial or unproven planning techniques or recommend any tax-avoidance schemes. We register all trusts we implement and we are here to assist the trustees and beneficiaries with their duties when requested.
Clear and direct advice in plain English
We avoid jargon and unnecessary acronyms. Where this is not possible we will explain such terms clearly.
Proper advice, proper service
In today’s world, too many companies, from supermarkets to banks, increasingly expect their customers to serve themselves. At Deep Dive we will guide you through the process, offer clarity through positive advice and do all the heavy lifting for you.
Strict confidentiality
We encourage open communication between family members and other parties to the planning, but we keep all information confidential.
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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