Pete is a marketing Guru. He successfully sold his own business in 2014. Since then he has acted as a consultant and Non Exec Director to a number of companies helping them with marketing.
Pete also shares First Wealth’s love of sport and fitness and is big on CrossFit. He has competed in the Masters category and we hope to one day seem him at the CrossFit Regional’s for his age category.
Pete came to us with a specific requirement about investments in his pension. We solved this initial enquiry and then we opened up the bigger and more important conversation; what matters most?
Pete is about as big an advocate now of lifestyle financial planning as you will meet, considering he doesn’t work in the profession. He loves it, he gets it and it’s helped him. We enjoy helping him live his best life possible.
Describes First Wealth as CARING.
This document is marketing material for a retail audience and does not constitute advice or recommendations. Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested.
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