Richard Peters

Financial Planner

I joined Fortitude on the 6th June 2016. I enjoy giving people clarity and peace of mind with their money and to demonstrate that, by keeping to a financial plan, there is every chance you will not run out of money. I also enjoy my coaching role, guiding clients’ financial decisions and giving them the freedom to live the life they want to live now and in the future.

My passion

I’m passionate about helping people. I want to see people achieve financial independence and live out their dreams.  It’s great to see things that seem impossible become possible.

Qualifications and membership

I have a BA (Hons) in Business Studies and also a number of qualifications in the financial services industry ranging from Mortgages, Equity Release and Financial Advice. I am now planning to study for the Certified Financial PlannerTM and Chartered Financial Planner qualifications.

I’m a member of the Institute of Advanced Motorists.

When not at work

I’m an active member of my local church. I run a number of courses and one that I’m currently working on is ‘Managing Money’, helping people achieve financial freedom.

I love traveling the world

I’ve had the privilege of visiting countries such as Hawaii, Canada, North America, Hong Kong, Australia, Dubai, India and many places around Europe. I don’t have a specific favourite place; it’s all been fantastic in many ways!

Now, in this new season, with my wife Leah and my two young children, Faith and Elah, I love travelling in our folding camper around England. Every holiday has been very different and it’s been great to visit different cultures and try out the different foods wherever we go.

I most admire

People who, despite life’s setbacks and challenges, never give up and keep going whatever is thrown at them!

Your bucket list
  1. Take my family to Disney World
  2. Revisit Australia, Canada, Hawaii and try out some new places such as Chile, China, Singapore
  3. Drive across America in either a Ford Mustang convertible or an American pick-up truck
  4. Own a sports car
  5. Be part of some life-changing charity work for example; building and financing a children’s Orphanage, school, medical clinic and really making a difference in the lives of other people!
My Family

I am happily married to Leah and have two beautiful children; Faith who is five and Elah who is two.

 

Neil Bailey
Chris Bowmer
Mark White
Helen Bailey
Davina Bowmer
Liz Reed