Peter has worked in the financial services industry for over 25 years and has been with French Duncan since 2001, advising both corporate and personal clients alike.
With a ‘Statement of Professional Standing’ awarded by the Chartered Insurance Institute and as an Associate of the Personal Finance Society, Peter provides a wide range of advice to suit the specific needs of his clients, including: retirement planning for individuals; retirement planning for companies; retirement benefits planning; inheritance tax; investment advice for regular and single premium saving and protection advice for individuals and businesses.
As an Independent Financial Advisor, Peter provides bespoke financial advice to both personal and business clients, always ensuring he understands all objectives and requirements. He will devise a financial plan which includes short-term advice and will continue to monitor and adapt the plan on an ongoing basis.
Specialist Services and Sectors