Pete Herdman

I have worked in financial services since 2005 and have been advising clients as an Independent Financial adviser since 2007, working at Skerritt Consultants since 2005 and now Shackleton. I hold Chartered Financial Planner status and have a BA degree in Financial Services. I have an Advanced Diploma in Financial Planning, certificate in Discretionary Investment Management, Award in Long Term Care Insurance and an Award in Pensions. I am also a member of our in-house investment committee where we meet regularly to discuss our investment management objectives and strategies. I have existing long term client relationships of over 15 years where I pride myself in being trustworthy, empathetic and listening to the needs and goals of my clients. I present things in a clear and straight forward manner and also have strong technical knowledge to help you over the medium to longer term. I aim for a relaxed and friendly approach to take the stress out of your financial planning! I provide a holistic planning approach and have taken clients through different stages of their finances from insurance and protection, saving and investing within pensions and other wrappers, retirement and drawing down from funds tax efficiently and also inheritance tax estate planning for the next generation. Outside of work I enjoy time with the family with 2 daughters, a dog and a cat! I like going to the gym, hiking and travelling to new places."