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. In his role as a Paraplanner, Peter also works closely with our Financial Advisers to understand each client’s unique objectives, and then gathers the necessary information to complete reports and tailor recommendations to their 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.
