At work

Peter is responsible for our investment proposition, Portfoliosense®, which includes ongoing monitoring and communicating any changes and ongoing performance. Peter also provides technical support, guidance and training to colleagues, whilst writing technical financial planning articles.

Before joining Henwood Court, Peter worked for national advice firms fulfilling a variety of technical and investment related roles, including managing investment portfolios, developing and leading technical teams, all of which have developed a wide span of skills and knowledge. Peter’s areas of specialisation include investments, pensions and inheritance tax planning.


At home

Peter is married to Helen. He is a sports enthusiast. Having ‘retired early’ from playing rugby due to injury, he now enjoys a spot of golf, whilst watching all things sport, either live where possible or on the television.

Spotlight questions

Getting to know

What do you enjoy most about your job?

Making a difference where possible and providing assistance and guidance to colleagues in order to deliver the best possible outcome for our clients.

What motivates you at work?

To keep learning, developing and pushing myself at all available opportunities – we can't stand still in our industry.

Who inspires you? Why?

My dad; he has been, and continues to be, a role model for me to aspire to be like.

Tell us something people may be surprised to learn about you…

Before embarking on my career in financial services I worked as a chef.

What’s at the top of your bucket list?

A campervan trip around New Zealand for as long as possible!

contact us

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0121 313 1370
The Cruck Barn
20 Country Park View
Sutton Coldfield
B76 1TE