Adviser Profiles

Married with three boys; hobbies include sailing, rugby and waterskiing. Born and raised in Plymouth. Seven years in the Financial Services Industry, after leaving the Army as a Captain. Managing Director, specialising in pensions, investments and corporate finance and property acquisition through pension arrangements.

Peter has over 20 years’ experience in financial services, having held senior positions within leading independent advisory firms including major accountancy and consultancy group, KPMG. Previously teaching and lecturing in Economics and History. Peter has worked within many of the South West’s leading companies, providing advice and solutions on employee benefit issues. He has also worked extensively with owner managed businesses. His specialised areas include Pensions, Investments, Corporate Protection and Trustee Investments, advising both individual and company clients. He is married with three children, enjoys most sports including rugby, golf and outdoor pursuits. He also makes occasional live appearances playing guitar.

Roy has worked in the Financial Services industry since 1981 and holds the full Advanced Financial Planning Certificate. Whilst happy to advise on all aspects of financial planning, Roy specialises in Inheritance Tax, Investment and Equity Release advice. Preservation of wealth is a key area for most of Roy's clients and the firm uses a number of solutions to enable assets to be passed on through the family, rather than finding their way into the Chancellors coffers! Roy is a committed christian and lives in Plymouth with his wife Angie and two young daughters, Amelia and Lydia. In 2005, as part of a Direct Financial Planning team, Roy took part in the Activa 24 peaks in 24 hours event. The team worked throughout the summer, training and raising sponsorship and eventually were delighted to send a cheque for over £4,000 to The National Deaf Childrens' Society.