Peter is a Director and Chartered Financial Planner, leading the financial planning team in our Salisbury office. He has specialist knowledge in the areas of tax efficient investing, pension planning, investment planning and corporate financial planning.
Peter joined PKF Francis Clark Financial Planning in October 2011 and has more than 30 years’ experience of working in the financial services industry. He specialises in creating detailed, cohesive and tax optimised financial plans for his clients, providing them with the confidence that their money is working for them efficiently and is on track to provide for their future needs.
Peter works in partnership with his clients over many years, ensuring their plans remain relevant to their needs, on track to achieve their aims and are adaptable to reflect legislative changes and new opportunities.