LR Peter Besant 0132

Professional Biography

I focus on understanding what matters most to my clients—helping them reach their goals

How do you describe what you do?

My role is to understand the needs of my clients, so that I can help them fulfil their goals and demystify the complexities of structuring their wealth to ensure they can achieve these.

What's next for you professionally?

I see my role as a partner as someone entrusted with the development and progression of my colleagues for the benefit of our clients and will be focusing on this aspect of my role as we grow within East Anglia.

What's an experience with a client that's stuck with you?

I met with a client 20 years ago to discuss Inheritance Tax Planning, and he started with a chat about a film he had watch with his grandson, The Lion King and the 'Circle of Life' being the main song. This was the catalyst for him wanting to act!!

How did you start off in your career?

I began working in London a month before my 16th birthday in banking and dealing with clients and their families on a day-to-day basis. I loved the fact that I could help them plan their futures and this remains the reason I get up for work today.

Where do you get your inspiration to embrace what's next?

My father was a practical man and would always challenge me to find a solution to a problem. I think this has enabled me to embrace change and the reason that I am ever the optimist!

What qualifications and memberships do you have?

Charter Fellow FCSI

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