Peter Banks

Pension & Investment Adviser

Overview

Peter Banks (CeFA, DipFA, AwPETR) is one of Drewberry's in-house founts of all knowledge in the areas of investments, pensions and tax planning. He works hard to give his clients the best possible advice to help them achieve their financial goals.

T: 01273060017

Mon - Fri 09:00 - 18:00

peter.banks@drewberry.co.uk

  Pension Advice

  Investments Advice

  Tax Planning

  Inheritance Tax Advice

Quick Fire Questions

Tea or Coffee?
Tea – the fuel of life!

Biscuit or Cake?
Cake

Cats or Dogs?
Definitely dogs

What animal are you?
Lion

Favourite colour?
Yellow

Favourite Song / Artist
The Prodigy

Biggest Life Lesson
Never give up!

Favourite Destination
Anywhere in Southeast Asia

Peter's role at Drewberry

Peter's role centres on engaging with new and existing clients. He focuses on providing advice to help every client towards achieving their goals, aspirations and financial independence.

Peter assists in helping clients firstly identify their financial objectives before discussing these with them to get a clear picture of where they want to be with their finances. With all this in mind, he then formulates a plan tailored to each individual client's needs, supported with in-depth research. The final stage is offering his clients recommendations displayed in a clear, concise and easily-digestible format to make sure they stay informed and included throughout the advice process.

Insurance Tip

Top Insurance Tip

Research and buy great quality investments, hold them for a long time to maximise growth and be sure to utilise any available tax free allowances. After all, they're yours to use!

Who is Peter Banks?

Peter joined Drewberry Wealth Management in November 2016 to provide clients with advice centred around retirement planning, investments and tax planning.

Peter has worked exclusively in financial services since graduating from university in 2005. He has worked his way up through the ranks to his current role as a full financial adviser, starting as an administrator and tackling almost every role in between.

This experience means he has valuable and in-depth knowledge of processes and back office systems, all of which he can now apply to get things done on top of giving great financial advice.

What else does Peter do?

Outside of work, you'll often find Peter socialising with old friends, reading and watching science fiction and whipping up curries. He's also an avid Tottenham Hotspurs supporter. Come on Spurs!

What our clients say...

5 Star Review
Drewberry puts customers first
R Lewis

Finally a company that puts customers first. A very fast, friendly, efficient company. Can highly recommend everyone involved. Many thanks.

5 Star Review
Excellent service!
D Burgess

Excellent service and very helpful support.