Pete Leslie
Financial Advisor
Profile Summary
I am a financial adviser with over 20 years of experience across both the media and financial services industries. I started my career in advertising sales for Money Marketing and now use my knowledge of the media and music sectors to help professionals build wealth management strategies tailored to both their lifestyle and long-term goals. At PJL Wealth Management, my priority is giving clients financial peace of mind through clear, jargon-free guidance. I provide fully personalised support that not only aims to grow wealth but also preserve it for you and your family, ensuring your financial future is secure.
Investment & Financial Services Offered
Investments and Savings:
I help you potentially grow your savings by offering guidance on a wide range of investment options, including equities, funds, and bonds.
Pensions
I assist in creating a retirement plan tailored to your needs, whether you are starting a pension or reviewing your current contributions to ensure a comfortable retirement.
Retirement Income (Annuities & Drawdown)
I support you in evaluating annuities versus drawdown and explore other options to generate income during retirement.
Inheritance Planning
I help you plan your inheritance efficiently, managing tax implications and ensuring your wealth is passed on according to your wishes.
Insurance and Protection
I provide advice on life cover, critical illness cover, and income protection to safeguard you and your family against unforeseen events.
Who Pete Leslie Works With
I work with a wide range of clients, particularly professionals in the media, music, and creative industries, who face unique career and financial challenges. I also work with entrepreneurs and high-net-worth individuals looking to grow and protect their wealth while planning for retirement or transferring assets efficiently. Additionally, my services extend to families who want to secure their financial future, manage tax efficiently, and protect loved ones through careful financial planning and protection strategies.
Investment Philosophy & Approach
My approach to investing is focused on aligning strategies with each client’s unique goals, risk tolerance, and life circumstances. I believe in building diversified portfolios that balance growth and capital preservation while considering long-term objectives such as retirement planning, wealth transfer, and income protection. Every recommendation is tailored to ensure clarity, transparency, and confidence in the decisions being made.
Fees & Charging Structure
My fees are transparent and agreed with you before any advice is provided, so you always understand the cost and the value you receive. Depending on the services required, fees may include: Initial advice fee – A one-off fee for reviewing your circumstances, researching solutions, and providing personalised financial advice. Ongoing advice fee – An agreed fee for continued guidance, regular reviews, and support to keep your financial plan on track. Investment-related fees - Where applicable, fees may be based on a percentage of funds under advice or a fixed amount, all clearly explained upfront. All fees are confirmed in writing before work begins, ensuring full transparency and no surprises.
Areas Served
United Kingdom nationwide, Willing to travel to meet clients up to 80 miles from WC2B 6UJ.
Frequently Asked Questions
What types of clients do you work with?
I work with media professionals, creatives, entrepreneurs, business owners, and families seeking personalised wealth management and financial planning.
How do you structure financial advice?
I provide fully tailored advice covering investments, pensions, retirement income, inheritance planning, and insurance, ensuring recommendations are aligned with your objectives.
How do you charge for your services?
Fees vary depending on your individual circumstances and the advice required. For investment and pension guidance, charges are usually a percentage of the funds you invest, with ongoing services charged separately if required. All fees are agreed upfront.
Can you help with retirement planning?
Yes, I guide clients through pension planning, annuities, drawdown options, and strategies to maximise retirement income while considering tax efficiency.
Do you provide investment management?
Yes, I help clients develop investment strategies for growth, income, or capital preservation, tailored to their personal goals and risk profile.
What protection services do you offer? q
I advise on life cover, critical illness cover, and income protection to ensure you and your family are financially secure in the event of unexpected circumstances.