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About Us

Planning for a comfortable financial future takes confidence, nothing more. Setting your goals is the first step to success. It gives focus and direction. That's where we can help.

Tara Financial Services Ltd have been providing sound financial advice in Wokingham and nationally since 1987.

Peter Jessop, the managing director and financial adviser has been with the company since 1998.

 

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Peter is a specialist in producing bespoke investment portfolios, at retirement planning and workplace pension.


He has been practising as an IFA for 28 years however his background has always been in finance, including a degree in Economics from Southampton University.

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Peter enjoys many outside interests including all sport, hiking, photography, clay pigeon shooting and also plays guitar in a local band.

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Julia is company secretary.

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Julia enjoys yoga, pilates, swimming, hiking, reading books, cooking, painting, and listening to classical music.

Charlotte acts as an administrator carrying out a number of internal office based processes.

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Charlotte's outside interests include ballet, writing music, hiking, photography, and reading books.

Tara Financial Services Ltd: Registered office Albany House 14 Shute End Wokingham Berkshire, RG40 1BJ. Registered in England Number 2074198

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Tara Financial Services Ltd is an appointed representative of 2Plan Wealth Management Ltd, which is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register (www.fca.org.uk) under reference 461598. Registered Office is 2 Plan Wealth Management Ltd 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England and Wales Number: 05998270

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