Peter Lawless
Premier Relationship Director @汇丰
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WORK HISTORY
Premier Relationship Director @汇丰
Sheffield, GB
EDUCATION
Woodlands School
O and A Levels
Chartered Institute of Insurers/HSBC
Level 4 Diploma in Regulated Financial Planning
ABOUT PETER LAWLESS
I am an ambitious, insightful and experienced Premier Relationship Director with an extensive Branch and Premier Banking background and a Level 4 Diploma in Regulated Financial Planning with a broad understanding of the fundamentals of financial planning. I strive to provide an excellent level of service to my portfolio of high-net-worth clients. This involves always being on hand and available to help my clients queries about their accounts and investments.As part of my role, I introduce new and existing clients to the wealth advice service. I do this by conducting in depth individual reviews to help them with their financial needs by understanding their goals for the near future and later years.
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