Support Staff

I am Peter Blunn and I have had over 20 years’ experience in Financial Services, having started in the Home Service sector with CIS ltd and moving on to work with HSBC and Natwest Banking. Roles have included Senior Financial Planning Manager, Private Client Manager IFA. Area  Manager and Trainee Support Manager.  I also specialised in Commercial Financial Planning and worked for a number of years with the agricultural section of HSBC where I set up the Mid and South Wales Independent Advice Service.

On a personal level, I was born and bred in the Swansea Valley and live with my partner locally. I  have one son and a young grandson aged 10. I am a Welsh speaker and very proud of my Welsh heritage.

I took early retirement in 2013 where I carried out some property renovation prospects until I was offered the role of Paraplanner with Bevan & Buckland Wealth Management.