Peter Robbins

Director of investment and technical

Professionally

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.

"What I enjoy most is seeing the difference good financial planning can make, helping clients feel more confident about their future and free to focus on what matters most to them."

— Peter Robbins

Personally

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

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.

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

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

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

I find it very hard to resist hitting the dance floor at a party even when I haven’t had a drink.

What's at the top of your bucket list?

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

Peter’s Qualifications

  • Investment Management Certificate (IMC)
  • Level 6 Diploma in Financial Advice (Adv DipFA)
  • Award in Pension Transfers (AwPETR)
  • Certificate in Long Term Care and Later Life Planning (CertLTCP)

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