Meet the team

Peter Brennan

Hello, I'm Peter Brennan

Chartered Financial Planner

Peter has been helping clients since 1980. He specialises in all aspects of private client work including managing personal and family wealth, helping trustees measure and achieve investment objectives, tax planning, managing life’s risks and complementing advice from legal and accounting professionals. Peter has an impressive portfolio of professional qualifications. He was among the first to be granted the title Chartered Financial Planner, is an Associate of the Personal Finance Society, an Associate of the Chartered Insurance Institute and a full member of the Society of Trust and Estate Practitioners: Peter has a simple maxim: “you can only arrive at the correct answer by listening more than speaking” and is a firm believer in keeping solutions simple, timely and to the point. Peter is married and has four children. Outside the office he enjoys golf and walking.

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My latest content and recommended reading


FAQs: Lasting Power of Attorney

Many of us actively look to help our family and friends at times of emotional and financial difficulty, with death and incapacity being no exception.

Peter Brennan
Peter Brennan,


3 min read


Investing for children

Even small amounts tucked away can build up a substantial nest egg, so the sooner you start putting money away for your child, the better.

Peter Brennan
Peter Brennan,


10 min read

Financial Planning

Making a will

Many people do not think about writing a will until later in life, but especially for those with children we recommend doing this as soon as possible.

Peter Brennan
Peter Brennan,


1 min read

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