Peter has spent his entire career in financial services. He is a Chartered Financial Planner and a fellow of the Personal Finance Society, and a Certified Financial Planner.
Passionate about delivering first class solutions for his clients, his skills allow him to take the complex and deliver simple, understandable solutions, ensuring that the focus is on the fundamental things that count.
He is a passionate advocate of behavioural financial planning, ensuring that his clients avoid the many pitfalls and expensive mistakes that can deliver damaging and everlasting consequences to the uninitiated.
His success is owed mainly to his firm grasp of the important and effective planning principles that guide the firm and its unique culture.
He has a considerable wealth of experience advising both private individuals, families, business owners and trustees on all aspects of their financial planning.
Amie plays a vital role within the firm, ensuring that all preparatory work is completed to the highest standard and helping to accurately implement the advice provided to clients.
She has a keen interest in financial planning, and her natural inquisitiveness ensures she is continuing to grow well in the role.
Taking this further, Amie is undertaking an apprenticeship in Financial Planning, setting a defined career path before her.
Jo has worked in customer service and administrative roles throughout her career. She provides key support to the team in the delivery of high quality customer service.
Ina has embraced Financial Planning administration wholeheartedly.
She has a keen mind and a natural ability to provide excellent administrative documentation to support the practice.
Ina accurately implements advice given to clients and has an excellent customer service ethos.