Peter joined Lync Wealth Management in 2025 with over 36 years of experience in financial services. He holds a Level 4 Diploma in Financial Advice and provides expert guidance across investments, pensions, and protection. He is also licensed to advise on specialist investments, including Enterprise Investment Schemes (EIS) and Venture Capital Trusts (VCTs).
Peter began his career in financial services with Liberty Life and became an Independent Financial Adviser in 1999 when he founded his own firm, Forward Planning. Before entering the industry, Peter ran a recording studio in Lincolnshire, where he produced demos and albums for local bands — including The Housemartins. A move to Manchester later inspired his career transition.
A passionate Grimsby Town supporter, Pete spends most Saturdays following The Mariners.