Peter Taylor

Director & Certified Financial Planner

Peter trained as an Accountant in Penrith before stepping into Financial Services in 1992, where he found his tax training particularly useful. Peter recognised his primary interest lay in portfolio management taking the CII’s Investment Portfolio Management exam as a part of his Advanced Financial Planning Certificate.  He then achieved Certified Financial Planner status with the Institute of Financial Planning and Chartered Wealth Manager with the Chartered Institute for Securities and Investment.

Legislative changes such as Pensions Flexible Access Drawdown, and the increased complexity of the advice market has meant the need for professional advice has never been greater.

After learning his craft as an employee of a large Chartered Accountants Advice arm, and then a discretionary portfolio management firm, Peter felt driven to take the next step: to develop a financial advice firm where the client was at the core, and an ethos of ongoing staff development through Professional examinations with not only advising, but also administrative staff being fully qualified.  This he did in 2004 when Professional Financial Centre was first formed.

Outside of work Peter enjoys skiing, mountain biking and good coffee.