“I know first-hand the benefits that financial planning advice can provide, and I want to allow others to experience those benefits.”

A mathematics graduate of Liverpool University, Peter holds the Chartered Insurance Institute’s Diploma in Financial Planning. He also has a range of specialist qualifications in trusts, taxation and the CF8 qualification in long-term care planning.

Peter has worked in financial services since 1988. Since 2000 he has been providing bespoke financial planning advice to his clients, helping them to achieve financial reassurance and security.

Peter continues to pursue his professional development and technical knowledge by attending seminars and conferences and proactively staying up to date with industry trends and developments.