Peter Wilson

Head of Client Relations

About

Peter has been managing Client Relations for over 15 years both in the UK and UAE within other sectors. He qualified to work in International Financial Services nearly 10 years ago, having left the UK in 2008. For the past 3 years, he has specialized in Client Relationship Management with some of the largest brokerages in the Middle East.

Peter is Level 4 Qualified, holding a Diploma in Financial Advice through the London Institute of Business and Finance.

He strives to ensure that each relationship is as unique and personal as it can be. Being staunchly passionate about service standards for the past 20 years, his client relationships are still as strong today as they were from the beginning. Specialising in sound financial advice within the offshore market, he has spent the last 10 years of his financial career building lifelong relationships with his clients to ensure honesty and trust are at the forefront of their bond.

 

Skills and expertise

  • LIBF, Diploma in Financial Advice (Level 4)

  • Peter met his wife Annabelle in 2007 in London, and married in the UK in 2009. They have two boys, Sam (7) and Max (5). His hobbies are watching sport, spending time with his kids, and his guilty pleasure is internet shopping. He also loves to travel, and enjoys movies, music and everything about food.

    Peter’s favourite quote is:

    A good head and a good heart are always a formidable combination.

    – Nelson Mandel

  • “Peter has been my family’s financial adviser for the last year and has provided sound information to assist in creating and managing our long-term investments. He continues to assist and advise us on the best strategies and does not push us into any decisions but merely guides us and we make the final decision, so we feel in control of my funds. Peter is very passionate about his work and provides a very good level of service and I would highly recommend him to friends and colleagues.” – Jeremy C.

    “I highly recommend Peter, for the basic fact that I trust what he says and he delivers. He respects your circumstances and looks at what is best for you and your future, not the sale he may get from you. I ask you listen to what he has to say and let him present the products he has to offer, you may find, like I did, a little more piece of mind.” – Sarah F.

    “Peter is great, he takes a really good look at your overall financial position,  takes time to understand what you want to achieve and gives sound unbiased advise. His thorough approach and regular monitoring has resulted in my investments generating much better returns. I have really appreciated his advice.” – Lezley G.

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