Peter joined Castell Wealth Management in Spring 2022 following a career change from retail and wholesale banking, after deciding his future lies in financial advice. Peter previously worked at both the Co-operative Bank and Sumitomo Mitsui Banking Corporation and is keen to apply his knowledge, skills and experience to positively impact his clients’ lives as their trusted adviser and consultant. Working in synergy with his clients, Peter supports them with goals-based financial planning and helps them to achieve their ‘Future Perfect’.
For now, Peter is finishing off his training within the St. James’s Place Academy and is currently working towards obtaining the Chartered Insurance Institute’s Diploma in Regulated Financial Planning; a challenge and return to the world of exams that he is relishing.
Away from work, he keeps himself active and enjoys almost all sports including football, skiing and running. Otherwise, he is also a keen traveller, an avid festival goer and enjoys quality time out and about with friends and family.