Peter Matthews Email & Phone Number

Worcester Park, GB

By listening to people and finding out what's really important, we work with you to plan you financial futures and create choices for you and your loved ones

London

Responsible for the relationship and achieving new business from a panel of Independent Financial Adviser firms in the South East. Key areas of new business: Pensions (Individual / Group), Investment tax wrappers, Investment and WRAP platforms.

London

Assist financial advisers with the opportunity of auto enrolment. This includes both legislation and our processes here at Standard Life. Requires outbound calling and face to face meetings with advisers to help them get through to their staging date within the time frame they have and as efficiently as possible.

Learning how to actively manage a panel of accounts from both an office environment as well as out on the road. Suported the account managers with meeting preparation as well as ongoing client servicing and taking the lead in some meetings. Analysis I found to be key in this role as well as thinking creatively to come up with out of the box ideas which.

Bachelor Of Science (Bsc), Sports And Exercise

Studied Sports and Exercise Sciences for three years at the top Sports Science University in the country. Specialised in Nutrition.

A Levels, Business Studies, Physical Education, Biology

Activities and Societies: 1st XV Rugby, 1st XI Cricket, 1st XI Football Captain, Head of House, Senior Prefect Council, Young Enterprise.