Investment Manager
Following a former career in the Army, I’ve worked within the wealth management industry for over eleven years, initially at RBC Brewin Dolphin, before joining Canaccord in 2024.
Many people think being an investment manager is purely about the numbers but it’s so much more than that and it’s the people side of the role that really appeals to me. I enjoy working closely with my clients over the long-term, to help them achieve their aspirations whilst supporting them through all the highs & lows that life brings.
I am a level 7 qualified Chartered Wealth Manager, which is the highest level of qualification within the industry. In addition, I also have a level 4 Wealth Planning qualification which enables me to take a more holistic view of my clients’ requirements & to ensure they receive the appropriate level of expert advice in order to achieve their ambitions.
Location: Newcastle
A bit about me:
I enjoy living the rural idyll in Northumberland with my wife and children and try to make the most of everything that the countryside offers, whilst also watching some rugby when the time presents itself.
What does can-do mean to me:
You could call it an ethos, an approach, or an ideology. We simply call it can-do.
It’s a state of mind where you always look for the positives and whatever you’re engaged with, trying to leave something in a better place than how you found it.
Contact:
Peter.Douglas@Canaccord.com
+44 191 917 8532