A stint working for a firm of Solicitors in Helston led Pete to specialise in trusts and investments, with a particular emphasis on estate planning. He is one of only two Chartered AND Certified Financial Planners in Cornwall, confirming his commitment to providing high quality financial planning advice, and to reaching the very top of his profession.
Pete joined Jacksons in 2005, and bought into the firm in 2007. He now serves as Managing Director of the company, dividing his time between his clients and running the business.
In 2010, Pete set up Meaningful Money TV, a website full of educational videos, aiming to get decent, easy-to-understand financial information out to the masses. His audio podcast is downloaded 4000 times each week on average. For his efforts he has won several national awards.
He is married to Joanne, a ‘proper’ Cornish girl, and has two daughters who are growing up far too quickly for his liking. He is a keen musician, playing piano and drums, and loves to walk the South West Coastal Path.