We are a Chartered firm of financial advisers based in High Wycombe, serving clients based primarily in Buckinghamshire and Berkshire.
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.