Dante
Peters

WHO I HELP

High-net-worth individuals. Business owners. Executives. Multi-generational families.

HOW I HELP

Wealth management. Succession planning. Legacy building. Strategic leadership. Mentoring.

“LEADING WITH CLARITY AND EMPATHY. ACTING WITH PURPOSE.”

Dante Peters is based in our London Gatwick office, guiding clients and teams towards long-term success. With a background in finance, leadership, and client strategy, Dante specialises in helping high-net-worth individuals, business owners, and multi-generational families navigate the complexities of wealth, succession, and legacy.

He works at both a strategic and personal level, meeting with senior leadership, engaging with key clients, and representing the team externally, while also mentoring colleagues and ensuring the firm’s culture remains strong, collaborative, and value-driven. For Dante, no two weeks are the same, but everyone is focused on driving growth, innovation, and exceptional client outcomes.

A CAREER BUILT ON PURPOSE AND PEOPLE

“I’ve always been interested in people and in creating a positive impact in their lives. The turning point for me came early in my career when I realised that financial planning done well could transform lives. People are so much more than money, and the best planning is about helping them align their financial resources with their personal vision.

That realisation, combined with my passion for leadership, naturally led me to my current role. My approach is always holistic. Money is important, but only in the context of the life a client wants to live. I work to ensure our clients receive exceptional, personalised service that makes a real difference.”

LISTENING IS THE FOUNDATION OF TRUST

“Understanding a client’s story, values, and goals is the first step to building a strong, lasting relationship. I listen closely, not just to the facts, but to the emotions, concerns, and aspirations that shape their decisions.

One client came to us during a major life transition. By taking the time to understand not just their financial needs but their emotional drivers, we built a relationship that has lasted more than a decade. That’s what trust looks like, it’s built over time, through listening and showing you genuinely care.”

GUIDING CLIENTS THROUGH COMPLEX CHALLENGES

“A client once came to me feeling stuck around money, unable to see a clear way forward. I gave them the time and space to talk about what they really wanted from life, then linked those aspirations to a practical, integrated financial strategy. By coordinating advice across tax, investment, and estate planning, we delivered a service and solution that exceeded their expectations.

The greatest compliment I’ve received from a client came from that very meeting: ‘I now feel that I have a track to run on. I know what I want out of life and how my money fits in. You made the complex feel simple, and I know I have enough to live my life.’ That’s exactly why I do this work.”

LEADING WITH VISION, CLARITY, AND EMPATHY

“My leadership style is grounded in empowerment. I set a clear vision, then give people the autonomy and support to achieve it. I believe in transparency, open dialogue, and valuing every perspective. Accountability and continuous improvement are equally important, both for myself and for the team.

Ultimately, I want to create an environment where people feel inspired, trusted, and motivated to do their best work. That’s just as true for our internal culture as it is for our relationships with clients.”

SEEING BEYOND THE NUMBERS

“One of the biggest misconceptions about wealth management is that it’s all about numbers. In reality, it’s about people, their relationships, their goals, and giving them the clarity and confidence to live the lives they envision.

Navigating rapid change, whether regulatory, technological, or economic, is a constant challenge. I meet it by staying informed, being agile, and fostering a culture of continuous learning. I’m particularly interested in how AI and data analytics can deepen our understanding of clients and help us anticipate their needs, while also exploring areas such as financial life planning to make sure our advice reflects the whole person, not just their balance sheet.”