Pete Heale

Chartered Financial Planner

Pete has worked in financial services for his entire 35-year career. He has advised both personal and business clients for the past 20 years, initially at both RBS and Halifax In Bancassurance. Prior to moving to Wren Sterling, for the previous 8 years, he had been advising clients at a family-owned IFA firm on the Wirral. Pete achieved Chartered Financial Planner status in 2020.
He enjoys helping clients plan for their financial futures and uses cashflow planning to bring to life what the future can look like in a visual way. He aims to build long-term relationships with clients as their trusted adviser and has been referred to by many family members as a result.

Pete has been a season ticket holder at Man City for the past 40 years and plays football twice a week. When he’s not watching football, he and his wife enjoy taking their rescue dog, Alfie, for walks locally. He also enjoys attending concerts and traveling.