Peter Wormley (Positive Solutions)
I have over 17 years of experience in providing clients with bespoke, financial advice. I believe that I have been successful because I have been able to give highly individual advice that is entirely focused on my client's specific situation and needs.
What m clients expect of me is an objective, professional and efficient service that is delivered with a personal touch. I consider that the key is in creating a trusting relationship with my clients so that I can provide financial advice that is altogether individual.
I believe that obtaining qualified independent advice is the most responsible way for individuals to look after themselves, their families and their futures.
The role of an Independent Financial Adviser (IFA) is to help individuals to meet those requirements. As an IFAs, I have a responsibility to ensure that the advice I give is up-to-the minute, pertinent and forward-looking. My job is to help you understand your position, and to form and implement a short, medium and long-term strategy, with you, to protect and develop your assets.
As a self-employed IFAs, my aim is to offer you a thoroughly professional, highly individual service that puts you in a more advantageous financial position, now and in the future.
After graduating with an engineering degree I worked my way up the ladder through a series of development engineering positions ending up a project manager responsible for a team of engineers working on private venture projects for a major MOD contractor. I then took the leap to start my own company with a collegue, borrowing a significant sum of venture capital. After 3 years it was obvious that the company could not support 2 directors and I took a back seat. I then set up a business selling freehold Spanish villas. This business was based upon the significant rise in house prices and salaries in the 80's leaving people with a small mortgage and sufficient income to release the equity in their property to fund a holiday home in Spain. This lasted until the recession in the early 90's when the UK housing market went into decline and people were reluctant or unable to re-mortgage to raise the capital. I took a job in selling computers and ended up doing IT management consultancy and general business advice. During the latter I had referred several clients to an IFA colleague as I was not qualified. It then ocurred to me that if got trained I could add this to my service. I therefore joined Allied Dunbar who offered the best training. I then after a few years became an IFA and now work with a national IFA (Positive Solutions) who offer me the opportunity to conduct my business on a paperless basis - a real boon and time saving system.