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.
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.