Peter Smith

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07827 274 952

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Peter Smith

Peter has worked in Financial Services for over 25 years and advises predominantly private clients and has done so for nearly 10 years.

Prior to forming Consulo with Rob, Peter initially worked for Aviva where he built up his specialist pension expertise before joining a family insurance and financial services business based originally in Leeds and Wakefield (R.P. Hodson) in 1998. Here, Peter quickly learnt that the client comes first and that professional, personal service was key to the success of the business. That business grew into Oval and then was eventually sold to a large American firm, Arthur J Gallagher, in April 2014.

At this point, Peter felt it was time for a new chapter in his financial planning career so that he could practice the client first ethos that he cares so passionately about and decided to set up Consulo with Rob.

Peter holds the Advanced Diploma in Financial Planning and was a Pension Transfer Specialist in his previous roles. When he is not working, Peter enjoys spending quality time with his family and young children.