Peter Efstathiou

Financial Planning Director

Peter Efstathiou has worked in the financial services industry for over 20 years and is passionate about helping clients to achieve their goals and objectives.

He specialises in personal financial goal setting and long-term cash flow panning, investment planning, pre and post-retirement planning and estate planning. Peter enjoys working closely with his clients to help them understand their long-term financial needs in order to help them better understand their options and to ensure their investments are well positioned to be tax-efficent and in alignment with their attitude to investment risk. He works with a range of clients, from lottery winners to professionals and retirees ranging from people in their 20s to 80s, helping individual’s, couples, families and trusts.

When Peter's not working, he enjoys spending time with his family, following his favourite football team and playing various sports, including tennis and golf.