Areas of expertise
Discretionary and non-discretionary management; private clients; limited companies; self-invested personal pensions (SIPPs); trusts.
Peter manages portfolios on behalf of a large number of private clients and trusts, both on a discretionary and non-discretionary basis. As well as managing investments on behalf of trusts and private limited companies, he also manages several multi-generational client relationships, helping restructure investments away from large exposures to individual companies - thus ensuring preservation of wealth for future generations.
He joined Cunningham Coates in 2006 and has developed an extensive understanding of his clients’ diverse requirements. He was made an associate director in 2013.
Peter is well known among local financial advisors and over the years he has worked closely with financial planners to provide clients with an overall wealth management service, involving SIPPs, offshore bonds and inheritance planning.
Chartered Member of the Chartered Institute for Securities & Investment (CISI) and holder of its diploma.