Managing Director
Experience
Peter is a Managing Director and leads our regional wealth management business across our offices in Manchester, Leeds, Birmingham and Guernsey. He is responsible for advising private individuals, families and their trusts, and has been doing so for over 17 years.
Before entering wealth management, Peter was a corporate solicitor for six years specialising in private equity and general M&A.
Education
Peter has a law degree from the University of Nottingham. He is a Chartered Fellow of the Chartered Institute for Securities and Investments and holds the Certificate in Private Client Investment Advice and Management.
Insights
Wealth can offer a lot of benefits to a family, but can also bring pressure. A long-term financial plan should ensure your wealth is protected against inflation and is in the best position to grow. In this article, we will talk you through a 60-year financial plan.