Peter Cook FPFS Business Manager / Advisor

Pete has been in the industry since 1986 and now is responsible for the management of the advice team. He remains an excellent Chartered Advisor, is a Fellow of the Personal Finance Society and has a STEP diploma.

Professional

With over 30 years of experience as a Financial Adviser, Peter plays a key role in supporting the team of advisers to deliver exceptional service to clients. He brings extensive expertise in all aspects of personal and business financial planning, as well as in advising trusts. Having worked closely with a prominent legal practice, Peter has a wealth of experience in managing clients' estates.

Peter is also well-versed in advising clients on overseas products, having spent several years guiding individuals returning to the UK on matters such as QROPS and Offshore Bonds, products they acquired while living abroad.

Qualifications:

• Chartered Financial Adviser
• Fellow of the Personal Finance Society
• STEP Certificate for Financial Services – Trusts and Estate Planning

Personally

Outside of work, Peter is passionate about wildlife and the countryside. He enjoys trips abroad on his motorcycle.