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Pete with race horse.jpg

Peter has over 30 years’ experience within Financial Services, in both advisory and management roles.


Having achieved Chartered status in 2010, he went on to further academic success culminating in attaining the prestigious “Fellow of the Personal Finance Society” in 2017.


Peter’s areas of expertise include investments, pensions and inheritance tax planning and he now has a loyal client base, most of whom have come via referral.


Away from work Peter enjoys playing golf, has been a keen supporter of Manchester United for over 50 years and is also a part owner of a locally trained racehorse.  He has been married to Sue for over 35 years and they have 3 adult children.

Pete can be contacted at;

7 Greenland Avenue
Allesley Green
West Midlands

Mobile: 07772 195329


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