Peter has worked in the financial services industry for over 25 years and heads the team at Alliott Graham Brown (AGB), our financial planning arm. During his career, he has accumulated a wealth of experience in all aspects of personal financial planning.

Working in close association with the Alliotts partners, AGB provides valuable financial advice to many of the firm’s clients to ensure we can provide a holistic tax and financial planning service. AGB also works with other professional firms to enable them to offer their clients the best possible range of services.

Peter is also responsible for AGB’s corporate services where the firm is particularly active in assisting employers in complying with the legislation on workplace pensions.

  • Chartered Insurance Institute (CII)
  • Personal Finance Society (PFS)
Peter David
Friary Court
13-21 High Street
Alliotts was founded in 1869 in the City of London

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