Meet Pete
Pete really understands the impact that high quality financial advice can have on people’s lives. Before joining Talking Finances in 2021, he worked closely with many financial advisers and firmly believes that listening and understanding are key to empowering people to meet their goals.
Pete strives to improve his clients’ financial wellbeing and security so that they have choices, such as retiring earlier or helping children buy their first house.
As a true ‘people’ person, he is comfortable talking to people of all ages, from all walks of life and in a variety of settings – including the gym, where he can usually be found whenever his social life allows!
Qualifications
- Diploma in Financial Planning (DipPFS)
What do you enjoy most about your job?
Helping people being able to achieve what they and their families want with their lives.Importantly
In an age where financial scams pose a real threat, it’s important to make sure you do not take financial advice from any firm not registered with the FCA, or from any adviser who does not hold a valid Statement of Professional Standing.
