About Peter
I am a Chartered Wealth Manager (CISI Level 7) and dual-qualified financial planning professional, specialising in discretionary investment management for individuals, families, business owners, charities and trustees.
I help clients preserve and grow wealth through bespoke portfolio management, combining disciplined investment expertise with a clear understanding of the wider financial challenges and opportunities they face. I believe the most effective investment strategies are built on strong relationships, thoughtful planning and a deep understanding of what clients want to achieve.
Working closely with clients and their professional advisers, I provide investment management that adapts as circumstances change, helping clients navigate complexity with confidence and remain focused on their long-term goals.
Outside of work, I enjoy travelling, training in the gym and playing football. I am passionate about continuous learning, new experiences and maintaining an active lifestyle.
