Advanced Diploma in Financial Planning (CII)
Diploma in Financial Planning (DipPFS)
Peter joined the industry in the 1980s and spent 18 years working for the largest Life Insurer in the UK before establishing his own firm in 2005. In addition to his core role as a Wealth Planner for Succession, Peter also supports our specialist division focused on Employee Benefits Solutions (further details available under our ‘Specialist Divisions’ section).
"I am a licenced Skydiver, hold a Private Pilots Licence and am a qualified Paraglider Pilot. I also enjoy Sailing as a singlehanded yachtsman, motorcycling and skiing."
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It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
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