Peter Chalmers

Paraplanner

Peter has over 30 years’ experience within various sectors of financial services and has worked in the financial advice sector since 2011, including more recently spending 2 years self-employed. Peter joined in March 2023. He has the Diploma in Regulated Financial Planning, Certificate in Discretionary Investment Management, Certificate in Securities Advice & Dealing and Certificate in Mortgage Advice. Peter provides support to the Firm’s Directors, undertaking research and preparing client reports, ensuring that we provide bespoke solutions that meet our clients’ financial planning needs and objectives.

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