Welcome to another instalment of our Staff Spotlight series, where we introduce you to various members of the RetireInvest team to help you get to know them a bit better.
On this occasion, the focus is on Peter, who has been advising for over twenty years. Peter worked hard to build up his client base before acquiring an advice firm 15 years ago, where he established a thriving business with a renewal income of £125k pe annum – a professional achievement he’s justifiably proud of. His business was then absorbed by RetireInvest back in 2016, where he is an integral member of the team.
Where did it all begin?
With over five decades of experience in the financial services industry, Peter Harrold brings a wealth of knowledge, dedication and a personal touch to his role as a Financial Adviser. Peter’s journey in finance began on 8th August 1971, when at the 18-year-old he walked into a NatWest branch in Leicester, kickstarting a career that has seen him transform the financial wellbeing of countless clients over his diverse career.
Peter’s favorite part of the job?
And the best bits of the job? Peter really enjoys “meeting clients, whether they are familiar faces or new acquaintances, and helping them navigate their financial journeys.” Over the years, his guidance has helped many clients grow their wealth and secure their futures, a legacy of which he is enormously proud. Peter believes in “doing simple things really well” such as being responsive to clients’ needs and requests. He adds, “Client satisfaction is not enough to distinguish us from the competition, we need to delight clients.”
A good listener
As a seasoned adviser, Peter has mastered the art of listening – a skill he believes is the cornerstone of effective financial planning – enabling him to truly understand and meet the unique needs of every client. He is equally passionate about ensuring each client feels valued and supported. Despite his extensive experience, Peter admits that the compliance and administrative aspects of the job aren’t the most exciting elements, but his dedication to his clients keeps him motivated.
Warm and approachable
Outside of work, Peter nurtures a love for model railways and sailing, hobbies that reflect his appreciation for both creativity and precision. As a child, he dreamed of becoming an engine driver – a passion for trains that persists to this day. And if you were to ask Peter which Mr. Men character he’d be, he’d say Mr. Funny, reflecting his warm and approachable nature.
Focused on your future.
Peter’s approach to financial advice is all about creating clarity and confidence. If you’re looking for a professional who listens, understands, and genuinely cares about your financial journey, Peter Harrold is here to provide the expert guidance for which RetireInvest is renowned.
Get in touch today and let Peter help you turn your financial goals into reality.