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.

Glenn Abbott

BA Cert PFS

Glenn Abbott is a university graduate with many years’ experience working in analytical positions. He believes in straight answers to straight questions and can explain issues and solutions in language that clients can understand.

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.