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Liverpool Office

Peter Tod

Investment Director

My primary role is the investment management of clients assets and implementing bespoke investment solutions. I act for a broad range of clients from elderly private clients to multi million pound charity and pension fund portfolios. I have a particular bent towards building sustainable and robust investment solutions. I serve on both the Quilter Cheviot Charity and SIPP Committees. The variety of client needs and the variability of markets mean the days are very absorbing.

Peter is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Peter has spent his entire career at the company originally starting on the dealing desk in Liverpool in August 1987.

Away from the office, Peter is a Trustee of two local charities, a patron of one and serves on the investment subcommittee of another. Outside, Peter plays club hockey for Liverpool Sefton and veterans hockey for Formby, Lancashire and North of England and was selected for the England over 50’s indoor hockey team to compete in the World Cup in Hong Kong in 2019.