APFS Chartered Financial Planner
Associate Director | Independent Financial Adviser
Peter joined the firm in 2002, moving from a national financial services firm and has over 35 years’ experience in the industry.
He provides advice on investments, pensions, and inheritance tax, with a particular focus on tax mitigation and capital protection. Peter is also a member of the MHA Caves Wealth investment committee, where he contributes to the firm’s house view and overall investment strategy.
He has achieved Chartered status and holds the Advanced Financial Planning Certificate, the Certificate in Financial Planning and Long-Term Care, as well as the Advanced Diplomas in Pensions and Investment Planning.
When not advising clients, Peter can (sometimes) be seen getting sweaty at the gym and aside from the ‘healthy’ side of life, has a penchant for good food and fine wine. He is an avid music lover (especially eighties) and has a keen interest in 20th century art.