Tel: 0118 979 6002
Albany House 14 Shute End, Wokingham, Berks, RG40 1BJ
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.
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.
Peter enjoys many outside interests including all sport, hiking, photography, clay pigeon shooting and also plays guitar in a local band.
Julia is company secretary.
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.
Charlotte's outside interests include ballet, writing music, hiking, photography, and reading books.