Head of location
Peter focuses on wealth management, investments, planning for retirement, personal, corporate and inheritance tax planning.
Very often, clients’ primary concern is to preserve their hard-earned capital, something that is under increased scrutiny in today’s economic climate. Peter approaches it as his responsibility to listen to his clients’ requirements and then formulate a robust strategy, utilising his expertise and experience to ensure they can make informed decisions to enable them to achieve their desired goals.
Good financial planning is about building trust with a client, ensuring they are always well informed about their finances, the options they have and the correct solutions available to them. Above all, Peter believes in treating people the way he likes to be treated, with honesty, empathy and respect.
With over 16 years of working in the financial sector, Peter has a wealth of experience from his formative years spent with the Prudential. He is a member of the Chartered Insurance Institute, currently at Diploma level, and continually strives to increase his knowledge, as well as building relationships with other key professions such as high-level tax planners, accountants, solicitors and discretionary fund managers, to enable him to offer his clients high-quality, impartial advice.