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“Meeting and working with clients is still the best part of my role. Providing clear, simple and cost-effective solutions, means my clients can get on with doing the things they enjoy.”
33 years ago, Peter established a fee based financial planning firm that was acquired by a large company in 2008. Following this, Peter ran their Private Client & Wealth Management Division until the company was acquired by a large American firm in 2014.
As both a Chartered and Certified Financial Planner preferring to work with a limited number of wealthy private clients, Peter was very happy to join a client-centric company like Paradigm Norton in 2015.
We can help clients realise their goals – whatever they may be, with money just being a facilitator to do so. The use of solutions which are comprehensive, flexible, cost-effective and imaginative all aid this process and, if we can make it an enjoyable experience for clients along the way, so much the better.