Peter's qualifications
At work
With a focus on building strong client relationships, Peter conducts annual review meetings and provides ongoing investment advice to our overseas clients whilst their funds remain in the UK. He also recommends and implements tax-efficient withdrawal and QROPS transfer strategies. In addition to managing his own clients, Peter works closely with our team of Financial Advisers to understand each client’s unique objectives. He gathers the necessary information to complete reports and tailor recommendations to each client’s specific needs.
Before joining bdhSterling, Peter gained valuable experience at the Financial Ombudsman Service, where he adjudicated disputes between consumers and their providers. Prior to that, he spent five years working in compliance for Lloyds Banking Group, ensuring adherence to processes and group standards.
In his spare time, Peter enjoys visiting exhibitions, watching live music and exploring new countries and cities.
