After 30 years financial experience in the blue chip corporate world, Peter launched into a new chapter in the financial services sector in 2006. He has a very broad range of financial experience and skills encompassing treasury management, tax planning and financial analysis and planning.
Peter's interests include keeping fit, travel, ‘living the dream’ with Manchester United and ensuring his own planning is on track.
Peter was a client of FLM Ltd’s founder, Dave Allard, before joining the team as an adviser. His operating style is to put himself in his client’s shoes and to provide them with the same exceptional levels of quality, care and integrity that he experienced and this was a huge factor in his decision to join this team. His key area of interest lies in building personal financial plans with clients designed to maximise tax efficiency, build resources for retirement and create effective estate and inheritance tax outcomes.
FLM Ltd. introduces to St. James's Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.
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