Peter Rhoden

Pete has over 10 years financial services experience, a Diploma in Regulated Financial Planning, and a handful of advanced qualifications so it is no surprise that Peter has become a natural mentor for the team. Pete uses his technical knowledge, experience of advice firms and organisational skills to manage the large paraplanning team. His passion is in team mentoring and he now spends his time developing the wider paraplanning team, while managing workflows and undertaking client relations.