Get to know Peter
Peter is a financial planner based in Guildford, qualified to diploma level, and has worked in the financial services profession for the past 21 years, following a career as a representative for an insurance company.
He specialises in providing wealth management and general financial advice, working closely with clients to develop financial plans that support their short- and long-term needs and objectives. He has always found financial services to be a highly rewarding career and gains great satisfaction from helping clients put financial plans in place that support their goals.
Outside of work, Peter enjoys spending time with his family, as well as cycling and playing tennis at a local club.
In the spotlight
What about your job is rewarding/what do you enjoy in your job?
Knowing that I have helped my clients make the right choices to achieve their financial objectives.
What makes a great client-adviser relationship is:
Regular contact with and understanding of the client’s needs and being available when they require your advice.
A quote that resonates with me is:
“The only way to do great work is to love what you do.”
Meet the rest of our team
Whatever stage you’re at, we’re here to guide you seamlessly through your financial planning journey.
Hawksmoor
Hawksmoor Investment Management is a UK-based investment manager providing discretionary portfolio management and multi-asset solutions. Their research-led approach supports advisers and clients in building portfolios that are carefully structured and actively managed. Learn more here.
Argentis insights
A compilation of resources to support your financial planning and long-term goals.
Certified Financial Planner
CERTIFIED FINANCIAL PLANNER® certification is the standard for financial planning. CFP® professionals meet rigorous education, training, and ethical standards, and commit to the CFP Board to serve their clients’ best interests.
Qualifications
Cert CII (ER) Certificate in Equity Release
The Level 3 Certificate in Equity Release meets the FCA’s requirement for mortgage advisers and those advising on equity release schemes. In addition to developing advisory skills, the Certificate offers an understanding of equity release regulation, products, market practice, and customer needs.
