After working with a number of leading investment groups, including Schroders, Pete cofounded PMN with Mark on 1st July 1992. By developing excellent working relationships with accountants and solicitors, he has built a large and loyal client bank. Indeed many of these clients have become good friends.

Pete has secured the Diploma in Financial Planning, and is at his happiest when advising his clients and helping them meet their objectives.

He plays a key operational role in the running of the firm, and is PMN’s Compliance Officer, so has ultimate control over the team. He is also a member of the Investment Strategy Team, enabling him to influence PMN’s investment approach.

Pete is married to Aveen, and has two daughters and two granddaughters.

He also loves sport, having been a keen semi-professional footballer, and became a Chelsea season ticket holder just after Roman Abramovich purchased the club. He is a keen golfer although he is a renowned bandit playing off 28! 

 

Career

1973-1976 Administrator at Dominion Lincoln
1976-1986 Office / Sales Administration at Schroder Life
1986-1988 Director at Cox & Kings Financial Services Ltd
1988-1992 Associate Director at Greig Middleton Financial Services
1992 – Cofounded and Partner in PMN Financial Management

Qualifications

Diploma in Financial Planning – From October 2012

The Chartered Insurance Institute

Financial Planning Certificate (Papers 1, 2 and 3)

Certificate in Financial Services

CF8 (Long Term Care)
CF2 (Investment & Risk)
CF9 (Pensions Simplification)

Diploma in Financial Planning

RO1 (Financial Services Regulation & Ethics)
RO3 (Personal Taxation)
RO4 (Pensions & Retirement Planning)
RO2 (Investment Principles & Risk)
RO5 (Financial Protection)
RO6 (Financial Planning Practice)