Somersall Financial Management Ltd

Senior Partner Practice of St. James's Place Wealth Management


Peter Boardman

Peter Boardman set up Somersall Financial Management in 1999. His experience in financial services started in 1991 with Royal Life. In 2000 he became an Independent Financial Advisor and set up his own practice, Somersall IFA Limited. In 2004 Peter was invited to join the prestigious St. James's Place Wealth Management Group which he accepted and Somersall Financial Management has been a continuously successful St. James's Place Wealth Management Group Practice ever since.

As a Director of Somersall Financial Management, a Senior Partner Practice of St. James's Place Wealth Management Group, Peter has a wide range of expertise and knowledge and is proud to be able offer his clients professional advice on investment planning, financial planning, retirement strategies and Inheritance Tax Planning.

Over the years Peter has developed his practice by building long-term relationships with clients. This has resulted in the vast majority of new business coming from satisfied clients, who have been happy to recommend Peter's practice and St. James's Place Wealth Management Group.

Peter is married to Carmen and has three children. In his spare time he enjoys caravan holidays with his family, supporting Chesterfield Football Club, Chesterfield Panthers Rugby Club and is an active playing member at Chesterfield Golf Club.

Peter can be reached at his Sunnybank office on Albion Road Chesterfield, contact details are as follows:

Tel: 01246 559616
Mobile: 07836 241900


Michaela Umney, PA



Tracey Bruell, Practice Administrator



Carmen Boardman, Company Secretary



Jack Gavan, Practice Apprentice