Peter Smith
 

Peter Smith

07827 274 952

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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.

 
Rob Otter
 

Rob Otter

07900 111 114

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Rob has been working in financial services for in excess of 20 years and has been advising both Private and Corporate clients for the last 14 years.

Prior to developing Consulo with Peter, Rob worked for that entire time period at what was Oval Financial Services (now Arthur J Gallagher) and prior to Oval at the founding company, R.P. Hodson Financial Services Ltd. Rob was a Director at R.P Hodsons from 2001 until the acquisition of the business by Oval in 2003 whence he became a Director on the Oval Financial Services Board until 2012 serving as that firm’s Governance Director with responsibility for Risk and Compliance from 2004 until 2012.

Rob continued to service clients whilst Governance Director at Oval but noting that Governance in a rapidly growing business was taking up an increasing amount of his time elected in late 2012 to move back to what he loved best, namely face to face servicing of clients full time.

Rob is a graduate of Newcastle Polytechnic Business School and is a Chartered Financial Planner. Rob is married with three young children who fully occupy his time outside of Financial Services.


Simon Thornton

Simon Thornton

01924 229503

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Simon has over 25 years experience in Financial Services working with both Private and Corporate clients. Prior to moving to Consulo, Simon was employed with Friends Provident and then AIG Life as a Consultant working closely with Financial Advisers. He then joined Rob and Peter at R.P. Hodson Financial Services in 1999 (later to become Oval) where he became Employee Benefits Manager focussing on developing the corporate business and providing a first class service to clients. Simon holds the Certificate of Financial Planning and Group Risk qualification.

Angela Bowmer

Angela Bowmer

01924 229504

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Angela has been in the Financial Services industry for 41 years, joining NatWest bank from school in 1974, dealing with the transfer of funds internationally and with worldwide currencies. She joined Westbourne Insurance Services in 1986 and over the years , following various takeovers, joined the team at R.P. Hodson in Leeds and began her working relationship with Rob and Pete, looking after clients and their portfolios. Angela was asked to join Rob and Pete in their new venture following redundancy, and is now settled and happily looking after clients she knows well. She has two daughters and a large circle of friends which take up her spare time.

Alma Eaton

Alma Eaton

01924 229500

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Alma has known Rob and Peter since the start of her employment within the R.P. Hodson Group in 2002 and has always believed in the “client comes first and foremost” ethos. Prior to joining Consulo, Alma held the position of Executive Assistant to the Chairman and formerly CEO and also the Chief Finance Officer of the Oval Group of Companies, where she gained considerable knowledge, professionalism and experience within the industry. In her spare time, Alma enjoys going for long walks, gardening and spending quality time with her family.