Our approach is simple – we listen to what you need and do everything we can to ensure your experience with us is a rewarding and enjoyable one.
We explain the different options available to you and guide you through the financial maze to help you build a secure financial future for yourself and your family.
We understand that financial choices are not always straight forward and that getting fully qualified, professional advice can really help you make those crucial decisions.
Peter is passionate about helping clients decide how they want to spend the rest of their lives, to agree planning assumptions related to the likely cost of that lifestyle and then help them prepare a plan, which when implemented, will make the best use of their resources towards the achievement of their objective. Typically this involves helping them with investment planning, tax planning and risk management.
Peter is a member of the Chartered Insurance Institute and the Personal Finance Society who have awarded the designation Dip PFS. He has specialist qualifications in Pension Funding Options and Pension Income Options.
In his spare time he plays golf (badly) and enjoys spending time with his three children.
She specialises in advising clients on their mortgage and protection needs and hold both the Certificate in Mortgage Advice and Practice and the Mortgage Advice Qualification.
Away from work Victoria loves learning new skills that have recently included animal husbandry (she has a flock of 14 hens, some of which she hatched herself) to making soft furnishings. In quieter moments she enjoys reading and has a passion for historical novels.
"We have found the service you've provided very helpful and it's given us the information we needed to be able to plan for our future. We feel much more informed and in charge now, which is exactly what we wanted. We'd even go so far as to say it was a pleasant experience - not usually the way you'd think about financial advice. Thank you.
We wouldn't have any hesitation in recommending you to friends and colleagues if the opportunity arises."