0330 038 8938
Based in Launceston
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FCA Regulated
Peter and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 23 December 2025
Peter and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
13
Recent Client Reviews
Peter has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Peter has received 13 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 25 November 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
11
Qualifications Uploaded
Peter has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
11 qualification certificates available to view
Peter has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Peter has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Peter has provided information on their typical fees
Peter has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I have worked in the financial services industry all my working life, after completing a degree in Accounting & Finance in 2005. I qualified as a financial planner in 2011 and have been helping clients achieve financial independence ever since. I am a 'Fellow' of the the Personal Finance Society and obtained 'Chartered Financial Planner' status in 2014. I use my ability to connect and listen to my clients, to help them reach their life goals and achieve financial independence through sound investment, pension and inheritance tax planning. It is a great privilege and responsibility that my clients entrust me to look after their's and their family's financial future. In my spare time, I enjoy spending time with my wife and two young sons exploring the beautiful local area of Cornwall and Devon. Although, I am not particularly good at it, I do enjoy a round of golf and also like to get out on my bike when the weather permits.