Pete is a qualified, independent financial planner with over twelve years’ experience in the Financial Services Industry. Having started his career at Standard Life where he spent over 9 years working with financial advisers on a daily basis, he decided to start advising clients himself in 2021.
Pete believes that everyone’s past, present and futures are different and that to him is what makes advice so important, no two situations are the same and neither should any two plans be. It’s not easy to open up and discuss such personal matters all the time, and that’s why listening to and understanding every client’s unique circumstance, goals and needs is vital to Pete who is passionate about making a difference to people’s lives and giving them choices they otherwise might not have.
Financial affairs can be daunting and stressful, and clarifying complex topics for clients to empower them is at the heart of all conversations and relationships that Pete has, wanting to help everyone he speaks to feel more in control of their financial situation.