Having worked in financial services for over 15 years, Peter joined French Duncan in 2015. His previous experience covers a variety of roles, ranging from an Independent Financial Adviser to providing technical support and investigating complaints.
Peter holds a number of professional qualifications, including the prestigious Chartered Financial Planner designation from the Chartered Insurance Institute.
His current role involves working alongside advisers to help formulate advice, research and providing technical support on various issues. He also helps produce cashflow modelling reports, which enable advisers to model a range of possible scenarios to discuss with clients, forming a major part of the advice French Duncan Wealth Management provides.
Peter acts as an additional point of contact for clients and is proficient in explaining many of the more technical areas in simple and straightforward terms.