With over nine years of experience in financial services, I have dedicated my career to specialising in pensions, investments, and inheritance tax planning. Throughout my journey, I have had the privilege of assisting individuals, families, and businesses, both large and small, in navigating the complexities of financial planning.

My expertise extends to having a specialised understanding of the NHS pension scheme, allowing me to provide tailored guidance to those within the healthcare profession. Whether it's optimising pension investments, crafting strategic investment plans, or navigating the intricacies of inheritance tax, I am committed to providing comprehensive support to my clients.

Driven by a deep-seated passion for helping people secure their financial future, I approach each client interaction with empathy, integrity, and a relentless dedication to their financial well-being. I believe that financial planning is all about long-term successful relationships and empowering individuals and businesses to achieve their long-term goals and aspirations.

As a seasoned professional in the financial services industry, I am honoured to have the opportunity to make a meaningful impact in the lives of those I serve, and I look forward to continuing this journey of guidance, support, and partnership in the realm of financial planning.

Contact me on the details listed for a no obligation chat.

Prior to advising Peter worked for one of the UK’s largest occupational pension providers and was responsible for looking after its key clients. He’s a real people-person, and really enjoys discussing and advising on pension & investment planning, in which he specialises. He’s also experienced in protection insurance and mortgages. Peter feels a great sense of fulfilment and achievement by channelling his knowledge and passion for financial planning for the benefit of his clients.

Peter is staying up to date on developments and calculating and assessing what may happen in the future.

Peter is a family man, but also an avid gym goer and enjoys keeping fit. He’s also very proud to be one of four quadruplets, all of which are boys and are very close.