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PRINCIPAL

In 1986 Peter followed both his father and grandfather into the world of financial services. His family have provided all aspects of financial planning to entrepreneurial businesses and individuals since 1918. Peter enjoys helping clients achieve a healthy work/life balance and increased freedom in the following areas – time, money, relationship and purpose. When not working with clients Peter can be found in the mountains with his family, skiing in the winter and mountain biking in the summer or at home in his “man cave” building bikes.

ASSOCIATE PARTNER

Josh joined Buckle & Partners Ltd in 2018 having worked his way through the St. James's Place Academy.  Josh enjoys helping clients have a clear understanding of what their financial future looks like and co-creating strategies that enable them to answer some of life’s important questions, e.g. when can I afford to retire?  Is my divorce settlement sufficient for my needs?  Josh’s thorough and transparent approach to Financial Planning instils confidence with clients.  Empowering clients with peace of mind and the sureness to live life on their terms is what makes Josh tick!  Outside of work Josh enjoys spending time at the gym, playing tennis and golf and spending quality time with friends and family.

HEAD OF TEAM SUPPORT

Sarah, Peter’s wife and business partner since 1991 provided administration support to Peter and gained FPC 1, 2 & 3, until a career break in 1997 to enjoy time bringing up their two children. Sarah re-joined the team in 2005 on a part time basis (full-time to Peter, wherever they are). Sarah organises the running of the office and provides support to each team member. She also takes on many strategic projects. While not in the office Sarah enjoys running (five marathons as a result of London 2022) skiing, being outdoors and anything involving glue, paint and glitter.

HEAD OF PARAPLANNING

Mike started in February 2003 after graduating from Portsmouth University with a degree in Business Information Technology and has been one of the longest serving members of the team. Mike is our IT and spreadsheet guru and has a particular fondness for Pivot Tables. When not at work, Mike enjoys live music, discovering a good book, watching films and is a keen Spurs supporter. He and his wife like to spend their free time with family and abroad on Mediterranean holidays.

TECHNICAL ADMINISTRATOR

Maria has worked in financial services for over 35 years. Her experience includes over 20 years with the largest building society as well as previous experience with St. James’s Place partner practices. Maria is diploma qualified and has joined us as Technical Administrator to provide admin and paraplanning support to Mike and the rest of the team.  Outside of work Maria loves being outside on long walks and has recently completed the Camino de Santiago. She is also a keen practitioner of yoga, meditation and mindfulness.