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Pieter Burger Chartered FCSI, APFS
Chartered Wealth Manager

Pieter entered the financial services world on the 13th May 1998 by being late for his job interview with Pearl Assurance due to the birth of his first daughter during the night. He met his wife Tanya in Minehead in 1996 and their second daughter was born in 2000. During the 2 years at Pearl, Pieter started studying for his financial qualifications passing all 3 FPC exams whilst building his first house in Exeter.

At the end of 1999 Pieter joined Lloyds TSB as a financial consultant. He stayed there for 5 years working in Tiverton, Honiton, Sidmouth and Ottery St Mary. During this time Pieter continued to study and improve his financial knowledge after one of his mentors told him "always stay at school". Continued changes and a reduction in the investments available to the clients caused Pieter to seek new pastures where he would be able to offer independent advice.




In October 2005 he was approached by Edward Jones Investments to open an Office in Honiton. The Edward Jones experience gave not only an opportunity to provide independent financial advice, but also allowed Pieter to study to become a stockbroker. Most importantly each office was considered the adviser's own business without management or targets.
Pieter's ethos is to fully include his clients in their financial planning and investment decisions. "Having a good understanding of what you have, how it works and how it behaves means there are no surprises when the markets have their bad days." Every client had their own bespoke portfolio, built with them in mind.

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Late 2009 saw Edward Jones leave the UK and the entire business was sold to Towry. The direction that Towry was going to take the company did not fit in Pieter's investment or client relationship beliefs. The result is that Pieter decided not to join Towry. He set up his own practice using the Raymond James Investment Services platform.

We aim to expand the firm to 4 or 5 investment advisers providing a bespoke personal service over the next 2 to 3 years.

Pieter's expertise leans heavily towards the investment side. He works with individuals and small businesses that would like investment advice and prefer a level of interaction.
He is a Chartered Fellow of Chartered Institute of Securities and Investments [CISI] and has recently been awarded Chartered Financial Planner status and the Advanced Diploma in Financial Planning [APF] by the Chartered Insurance Institute [CII] and Personal Finance Society [PFS]

 

Qualifications held by Pieter

Chartered Insurance Institute Qualifications

  • • FPC - General Financial Planning Certificate
    • CF2 - Investment & Risk -Understanding and knowledge of investment products and the risks involved.
    • CF6 – Mortgages - Understanding and knowledge of the various types of mortgage product and repayment options and the giving of mortgage advice.
    Neither Pieter or Raymond James provide mortgage advice, but he will recommend good brokers
    • CF8 - Long Term Care -Understanding and knowledge of long term care contracts.
    • RO1 Financial Services regulation and ethics
    • JO4 - Pension Funding Options -
    Required for advisers providing pension consolidation advice
    • JO5 - Pension Income Options - understanding of pension in retirement and the drawing of income via various options
    • JO6 – Investment principles, markets and environment -Understanding of investment products and the management of an investment portfolio.
    • G10 - Taxation & Trusts -
    Advanced Trusts and Tax planning
    • G20 - Personal investment planning -
    Advanced personal investment planning
    • AF5 – Financial Planning Process
    Chartered Institute for Securities and Investments (CISI)
    • Private Client Investment Advice & Management [PCIAM] Level 6 - a broad understanding of the principles of private client investment and the ability to communicate conclusions to a client in an appropriate manner

Chartered Institute for Securities and Investments (CISI)

  • Private Client Investment Advice & Management [PCIAM] Level 6 - a broad understanding of the principles of private client investment and the ability to communicate conclusions to a client in an appropriate manner

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