Spotlight interview with Peter Philpot

12th July 2017

The Author: Olivia Williams
Olivia works as a Customer Relationship Manager in Palma for United Advisers Marine. Olivia enjoys being the first point of contact for all her clients helping with any queries or questions they may have.

Peter has been an integral part of  United Advisers since 2014 and has brought with him a wealth of knowledge and experience from working as a Managing Director at Diageo. A keen golfer you are likely to bump into Peter on one of the Spanish courses, his current favourite is the 10th Fairway, Campo de Golf Malaga, with its view of the mountains, sea and beach.

What made you join United Advisers?

I was looking forward to a new challenge post a lifetime in consumer goods. My former university housemate and good friend recommended United Advisers when I mentioned that I was interested in moving into the industry. I spent a significant amount of time on due diligence and met up with both David and Paul. I was also able to spend time in the office and observe the Geneva team in action with clients. Also, I was satisfied with the integrity of the business and was impressed with the calibre of the people I had met. So I took to my studies with vigour and joined as soon as I had obtained my qualifications.

What is something clients are surprised to learn about UAG?

That it is a dynamic business with the ability to have a global reach. Many of our clients think we are only local to them and don’t realise that we have offices all over the world!

Do you have a top financial/investment/life tip?

Don’t gamble. Always speak to a professional to obtain balanced advice and then decide.

Describe yourself in 3 words…

Insightful, personal and gregarious

Can you share your best UAG moment?

You have heard it before. My first client! It was a great feeling knowing that I had been able to help someone do more with their savings.

Now tell us a secret…

You will not find any tigers in Africa. As a young Zoology undergraduate talking to the Professor I thought you would!!

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