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Peter Gollogly

Chartered MCSI
Regional Director Europe

Having helped establish new regional offices in both the Middle East and across Europe, Peter has first-hand experience of the hurdles a modern-day international worker must overcome. This means he is perfectly placed to understand the needs of the many expatriates in Switzerland and the surrounding areas.

Peter’s professional approach to wealth management and his competence to service clients on an international level led to him achieving top new consultant within his first year as a financial adviser with the firm. Since then, Peter spent four years in the Middle East advising expats and international investors on how to make the most of their time in the region. More recently Peter relocated to Central Europe in January 2017 where in the role of Regional Manager he was integral in the expansion of SWM Financial Planning SA’s operation. Peter was appointed to the Board of Directors in 2021 as Group Director of Financial Planning and has since been promoted to Europe – Regional Director in 2022, to further develop the business.

Now qualified as a Charted member of the Institute of Securities and Investments (Chartered MCSI), Peter achieved a BA Honours degree in Business from Strathclyde University before joining SWM and has since earned further CISI qualifications: a Certificate in Wealth Management, UK Regulation and Professional Integrity (IAD) and Investment, Risk and Taxation (IAD). Expert advice, service driven and readily approachable at all times are some of the skills which are testament to Peter’s continued growth and success in the finance industry with SWM.

Qualifications & Awards

Areas of Expertise

Peter is fully qualified to advise in all areas of personal financial planning including:

  • Retirement Planning
  • Lifestyle Financial Planning
  • Income & Cashflow Planning
  • Pillar II & III Planning
  • Repatriation Advice
  • Domestic & International Investments
  • Regular and Lump Sum Savings
  • RSU’s and Option Structures
  • Diversifying Portfolios and Risk Reduction
  • Situs Asset Transfers
  • Education Fee Planning
  • Critical Illness Cover
  • Asset and Insurance Protection
  • Life Insurance Cover
  • Inheritance Tax Planning

Watch Some Of Peter's Latest Webinars

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