Peter Simpson

DipPFS
Associate Financial Consultant
phone symbol 0113 387 8240
mobile symbol 07807 950070
Background

I have more than 16 years of experience in the field of Financial Services. My last role before joining CHN was at Skipton Financial Services for 9 years as a Whole of Market Adviser. Prior to this role I had a successful time as an IFA with the Bradford and Bingley covering the Yorkshire region for 3 years and prior to this I started my career in Financial Services with Lloyds TSB. At Lloyds TSB I was a Branch Advisor for 3 years followed by 3 years on the commercial side. During my time at Skipton I was in charge of over £50 million funds under management, investing over £12 million during my last 18 months. At the Skipton I specialised in both Investment Planning and Inheritance Tax Planning.

Areas of Expertise
Services for Individuals

All areas of financial planning for individuals including mortgage/loan protection, family protection, income protection, savings, investments and Inheritance Tax Planning, along with retirement planning for individuals.

Services for Businesses

Keyperson Protection, Director/Partnership Share Protection, Retirement Planning for business owners, Nest/Workplace Pension planning for businesses.

Hobbies

Outside of work I am heavily involved within the local community. I am the Chairman of Northowram Junior Football club which has over 320 junior member’s, I am an FA Qualified coach and run one of the Northowram teams. I am married and have two son’s that play football, cricket and rugby.

Interesting Fact

I am now retired from playing Rugby, having previously played both codes with the pinnacle of my career representing the Great Britain amateur rugby league team from 1999-2002