Meet the team

Peter Buckle – 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 increase 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.

Peter Buckle

Sarah Buckle – 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 (four marathons so far) skiing, being outdoors and anything involving glue, paint and glitter.

Sarah Buckle

Mike Dyke – Senior Paraplanner

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.

Mike Dyke

Carly Butcher – Practice Manager

Carly joined the team in May 2014 as Practice Manager and as such her role includes co-ordinating the company’s marketing and organising Peter’s diary. She is also our “Front of House”, welcoming clients in to the office and at client events. Outside of work Carly enjoys time with her family, travel, reading and walks in the countryside.

Carly Butcher

Beth Roles – Paraplanner

Beth, the latest addition to the team, a graduate from Roehampton University, is continuing to learn the ropes of Paraplanning, having achieved her Diploma in Regulated Financial Planning. Beth is recently married and, with her husband, is enjoying the process of making her new house a home. Beth enjoys travelling, time with friends and family and skiing.

Beth Roles