Peter has worked in financial services for 47 years starting as a junior with NatWest Bank in his home town of Leicester before taking voluntary redundancy as business manager at Lincoln, Smiths Bank branch.
A financial adviser for nearly 20 years, Peter built up his own business from his bank client base before acquiring Adams Financial Services in 2009. This business was absorbed by RetireInvest in 2016.
Although Peter, at 65, is taking things a bit easier these days, he remains passionate about client service. ‘Our business is about relationships, identifying clients’ needs and recommending solutions. Great service isn’t difficult – it’s about doing simple things really well, like responding to e-mails and phone calls promptly. Client satisfaction is not enough to distinguish us from the competition, we need to delight clients.’
Peter lives in Market Rasen, Lincolnshire and his interests include restoring and sailing classic yachts and model railways, interests shared by many of his clients.