Diploma in Financial Planning (DipPFS)
Financial Planning Certificate (CertFP)
Mortgage Advice Qualification (MAQ)
Joined the practice in 2014
Peter began his career in financial services following a successful career in Local Government and running a small brewery and pub in Telford.
Initially joining Allied Dunbar in 1990 and staying with this group ever since – seeing it change from Allied Dunbar, to Zurich Advice Network and more recently Openwork.
Peter acted in advisory capacity up to 2012 across the full Openwork product range. He subsequently focused on management and compliance having been a Quality Manager with Openwork since 1992.
In 2014 Carl and Spencer persuaded Peter to join the growing Practice to provide support in the compliance, personal development and business development fields.