Peter works in our Newcastle office as an Investment Manager. He manages bespoke, multi-asset portfolios on a discretionary basis for a broad range of private clients. He also looks after tax wrapped portfolios, such as SIPPs and ISAs, and the pension schemes of small family-owned businesses.
He has a strong belief that his clients’ money should be working hard for them, growing their wealth and funding their aspirations in life, and that any investments must be managed as part of a wider, holistic plan tailored to an individual’s circumstances.
After an eight-year career as an Army Officer, Peter began his financial services career with RBC Brewin Dolphin in 2013. He is a Level 7 qualified Chartered Wealth Manager and holder of the Chartered Institute for Securities & Investment (CISI) Level 4 Diploma in Investment Advice (Financial Planning). He is also a Certified Paraplanner and the President of the CISI’s Regional Committee for the North-East of England.