About Us

We are a firm of independent financial advisers based in High Wycombe. We are networked to Sage Financial Services which is part of one of the largest financial advice groups in the UK. We are thus able to give our clients a very personal service whilst having large-company backup. Our clients are usually based in Buckinghamshire, Berkshire, Hertfordshire, Oxfordshire or West London.

Peter Clarke

MSc (Econ) APFS

Peter Clarke is a Chartered Financial Planner and has a Master’s degree from London Business School. He describes himself as a generalist, but particularly enjoys developing tax-effective retirement plans (both pre-retirement and at-retirement) and inheritance tax mitigation.

Anne Abbott

Anne is in charge of research and implementation. Prior to this, she has worked in large financial services companies and has spent many years as a software developer. She has a very analytical approach with excellent attention to detail.