
Along with a clear financial picture of our client, we also want to identify their goals - be they short, medium or long term; achieving capital growth; investing for income and so on.
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I started my Financial Services career with a national insurance company in 1987, where I worked for ten years before leaving to join Metcalf Moat. I knew and respected the team at Metcalf Moat, and wanted to be able to offer clients independent advice. While I worked for the insurance company, I was only able to offer their products to address a client's needs.
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Peter Blackledge
Feb 07, 2021