Business Details
31 Years
experience
Independent Financial Advisers in Gateshead
Peacock Financial Management was established in September 1995, building on long-term relationships with clients dating back over 40 years. Our team combines over 65 years of collective experience in financial services, prioritising professionalism, attention to detail, and unbiased advice tailored to individual client needs. We focus on creating financial solutions aligned with clients' lifestyles and aspirations, leveraging the latest industry insights while maintaining a friendly, personal approach.Our advisors guide clients without pressure, ensuring they retain control over their finances. We pride ourselves on delivering a first-class service, supported by a network of trusted professionals such as solicitors and accountants when required. Client satisfaction remains central to our operations, with many new clients coming through referrals from satisfied existing clients.
Services
Pension Planning
Investment Planning
Life Assurance
Protection
Financial Consultation
Details
- Year established: 1995
Highlights and features
- We offer over 25 years of experience in independent financial advisory services.
- Our team combines 65+ years of collective expertise in financial planning.
- We prioritise client control through non-pressured, transparent advisory processes.
- Our services are regulated by the Financial Conduct Authority (FCA).
- We maintain long-term client relationships built on trust and referrals.
Associations and certifications
- Financial Conduct Authority
What people say
Trusted long-term relationships
Regulated by FCA
Personalised solutions
Experienced team
Transparent processes
Services
Pension Planning
We help clients prepare for retirement by creating tailored pension strategies. Our services include personal pensions, SIPPs, annuities, and pension consolidation. We focus on maximising retirement income while considering individual risk profiles and financial goals.
Investment Planning
Our investment planning services aim to maximise returns while aligning with clients' risk tolerance. We offer ISAs, investment bonds, and tax-efficient solutions. We prioritise long-term growth and income generation through diversified portfolio strategies.
Life Assurance
We provide life assurance solutions to protect families and businesses from financial hardship due to premature death or serious illness. Our policies ensure financial security for dependants and business continuity during difficult times.
Protection
Our protection services safeguard clients against income loss from accidents, redundancy, or illness. We offer tailored solutions to maintain mortgage payments and living expenses during unexpected life events.
Financial Consultation
We provide comprehensive financial consultation covering tax-efficient savings and inheritance planning. Our advice considers clients' complete financial picture to create holistic, future-focused strategies.
People
Gregg Peacock
Managing Director
With over 25 years in financial services, Gregg leads our advisory team. He specialises in pension and investment planning, continuing his father Tony's legacy of client-focused financial advice.
Janet Robinson
Administrator
Janet manages client administration with meticulous attention to detail. Her organisational skills ensure smooth delivery of our financial advisory services to all clients.
Questions
What financial services do you specialise in?
We specialise in pension planning, investment planning, life assurance, and protection services tailored to individual client needs.
Are you regulated by the Financial Conduct Authority?
Yes, we are authorised and regulated by the Financial Conduct Authority under registration number 450607.
How do you tailor financial solutions to individual clients?
We conduct detailed consultations to understand your circumstances, goals, and risk tolerance before recommending personalised financial strategies.
Can you help with retirement planning before state pension age?
Yes, we specialise in creating retirement plans for clients aiming to retire before the standard state pension age.
What happens to my investments if markets fall?
Investment values can go down as well as up. We create diversified portfolios aligned with your risk tolerance to manage market volatility.
Do you offer protection against income loss?
Yes, we provide solutions to protect against income loss from accidents, redundancy, or illness, including mortgage payment protection.
