
Peter is Director of Sales & Marketing for WBR Group. He fell into pensions in 1997, after being invited to join the board of the company that looked after his SSAS, at the time he exited that business.
Since then, Peter has held senior roles in marketing, business development and strategy within wealth management. He was head of Marketing Strategy at the private bank, Brown Shipley from 2002 to 2012. As Business Development Director at Hurley Partners (latterly Mattioli Woods), Peter was responsible for intermediary and direct sales as well as working on significant corporate projects.
Being a SSAS client for over 30 years, Peter is fully conversant with the product’s benefits and operation. In his time in wealth management he was a regulated adviser and a member of the Securities Institute. He qualified as a Chartered Accountant ‘a long while ago’ and is therefore an FCA.
In his spare time Peter and his wife Melanie look after their small-holding, various animals and orchards, as well as acting as a chauffeur to his daughter! He is a lifelong Spurs supporter and also an avid golf & cricket watcher, and sometimes player.

Alan is a seasoned professional with over 30 years of experience in Financial Services, having worked at some of the UK’s principal life offices and specialist pension providers. He has specialised in the self-invested pensions space for more than 15 years and as the Sales Director at WBR Group, Alan is a key contact for Financial Advisers across the South West and South of the UK regarding SSAS and actuarial propositions. He has extensive knowledge of member-directed pensions and is one of the few experts in DB SSASs. WBR Group is renowned for providing comprehensive solutions across retirement, legal, actuarial, and tax propositions, ensuring clients receive tailored and effective financial strategies.
Outside of work, Alan is a passionate follower of American Sports, especially the NFL, and his “bucket list” includes a visit to Lambeau Field in Wisconsin to see his beloved Green Bay Packers win.

Nick White is a Business Development Consultant at WBR Group looking after SSAS distribution in the North West, North East & Scotland.
He began his career in the pensions industry with the Pensions Department of what was then Yorkshire General (latterly Aviva) in Rougier Street, York. Over the years, Nick has worked closely with IFAs, accountants, and solicitors and has run his own business, giving him valuable insight into the challenges that SMEs face. Nick is delighted to bring his extensive experience back to pensions with WBR Group, where his expertise is complemented by our dedication to providing exceptional client service and innovative financial solutions.
Nick has worked with one of the original companies that make up WBR Group and is a familiar and reassuring face for advisers and clients, where his knowledge will benefit those who seek bespoke solutions that fit their business needs.
Regional Head of Business Development

Gerard has worked in the SIPP/SSAS sector for 20 years holding a variety of technical, consultancy and managerial roles. He has a practical focus having studied engineering at university, identifying issues which he tries to resolve swiftly and effectively using the experience he has gained.
Outside work, Gerard is a Manchester born Spurs supporter (they do exist). He no longer plays football but now enjoys a less energetic game of snooker!

