Peter supports our Financial Planning Technicians by implementing our clients’ specific wealth management strategies, managing client data and liaising with investment providers. Peter is currently working towards his Diploma in Financial Planning.
- BSc (Hons)
- CII R01 – R03
- The Chartered Insurance Institute (CII)
What do you enjoy about your role?
No two days are the same here which keeps things interesting. I also feel a real sense of achievement when I see clients grow more confident with their financial freedom and lose the feeling of their wealth being a burden or a worry.
What are you passionate about?
Treating clients as individuals rather than numbers and adapting to challenges as they arise.
What do you like most about working for Fiscal Engineers?
Being in a small team, you can feel the difference you make amongst colleagues. We’re not just a small cog in a big machine – each of us is important to how the business runs and when it does get tough, we are all there for one another.
What are your interests?
I enjoy playing Ultimate Frisbee and cricket.