We are a firm of independent financial advisers based in High Wycombe serving clients based primarily in Buckinghamshire, Berkshire, Hertfordshire, Oxfordshire or West London. We are one of fewer than 350 or so firms to be directly authorised by the Financial Services Authority meaning we can offer both expertise and a very personal service.
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 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.