Peter looks after portfolios for mainly private clients and their families – some of whom have connections with the Lincoln office stretching back more than 50 years – as well as Trusts, Charities and pension funds. Other areas of expertise include helping clients manage the proceeds of medical negligence or personal injury claims and assisting Court of Protection Deputies by managing funds for people lacking the mental capacity to manage their own affairs.
Peter became a partner in stockbrokers Hill Osborne in 1978, where he worked as an Investment Manager and was also Head of Research. He joined RBC Brewin Dolphin in 2000 when the two companies merged. He was Head of Office in Lincoln between 2007 and 2020, during which time the office grew substantially.
Peter is a Chartered Fellow of the Chartered Institute for Securities and Investments and a Lifetime Member of the CISI.