Pete Heale

Pete Heale
Financial Adviser

T: 07711 595030
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Pete has been an FCA‐registered Financial Adviser since 2001, joining Willson Grange in March 2015. He possesses a solid professional background in financial services, with over 30 years spent with well‐known financial institutions including RBS, Co‐op Bank Financial Advisers, Freedom Finance and Halifax. As well as offering an all‐round, on‐going financial planning service to individuals from every background, and looking after an existing client base, Pete particularly enjoys advising directors of limited companies on their pension arrangements, making best use of areas such as employer contributions.

"Careful, targeted planning is an absolute must in this day and age," he says. "If you have your own business, there are ways and means of growing your retirement pot for the future, and helping to reduce your Corporation Tax bill at the same time. It makes sense to look into the allowable options that will work well for you and for the company you've worked so hard to maintain."

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’I have found my Financial Adviser extremely knowledgable and professional, providing good financial advice at a time when it is most required. I strongly recommend the services of Willson Grange’ - I Binder