Investment Director
I have worked with private clients for 30 years, managing portfolios for trusts, charities and individuals. I joined the company in 2022 as part of the acquisition of Punter Southall Wealth, where I had spent the last 14 years as an investment director. I am a Chartered Fellow of the CISI.
Location: London
A bit about me:
As a father of two who are both at university, my wife and I enjoy spending time with them when their busy lives permit. Otherwise, I am mainly found enjoying the North Essex countryside in the company of friends and relations.
What does can-do mean to me:
You could call it an ethos, an approach, or an ideology. We simply call it can-do.
Always being there, helping clients to plan and overcome whatever life throws at them.
Contact:
peter.haynes@canaccord.com