Peter Cuthbertson is a Senior Wealth Manager at Frizzell Wealth Management, bringing over 30 years of expertise to our team. Since joining in 2021, Peter has been a cornerstone of our commitment to providing highly personal, face-to-face advice. He specialises in helping clients across South Oxfordshire and the surrounding areas navigate the nuances of long-term financial security and intergenerational wealth. 

Peter’s approach is defined by patience and clarity. He takes great pride in translating complex financial concepts into straightforward, jargon-free advice. For Peter, the most rewarding part of his role is building deep, long-term partnerships that extend to include a genuine understanding of their family lives and future aspirations. 

Peter provides comprehensive planning for those entering or navigating their later years, with a particular focus on:

• Inheritance Tax & Legacy Planning: Implementing plans to ensure your wealth is preserved and passed on to future generations in the most tax-efficient manner.

• Later-life Planning: Providing sensitive and expert guidance on later-life care, ensuring that you and your loved ones are prepared and protected. 

• Private Client Wealth Management: Crafting bespoke investment strategies that align with your life stages and personal goals.

• Retirement Planning: Building clear, sustainable plans that offer the financial freedom to enjoy a fulfilling post-career life.

Peter’s dedication to his clients is reflected in his exceptional track record and his goal is to provide the stability and foresight needed to protect your family’s legacy, both now and in the years to come.