Pete supports individuals in numerous contexts but his book of clients consists primarily of company directors and senior executives. He specialises in retirement planning and complex pension advice as well as tax-efficient structures and estate planning.
He is a first-class communicator and is highly experienced at cashflow modelling, which enables him to deliver insightful lifetime plans for clients. He strongly believes that helping clients envisage and stress test their financial plan is the key to helping them make informed financial decisions. Pete has worked in the industry for over 13 years and holds a Diploma in Regulated Financial Planning.
When not studying for further industry qualifications, Pete enjoys travelling, deep-sea diving, reading and spending time with his family and friends.
Pete specialises in retirement planning and complex pension advice as well as tax-efficient structures and estate planning.