Aimee joined PKF Francis Clark Financial Planning in 2016 and has over 10 years’ experience in Financial Services. During this time she has worked with individuals, companies, and trusts. Client care is at the centre of her approach and it is this ongoing relationship that her client’s value so highly.
Aimee is based in our Poole office. She advises on tax efficient investment planning, wealth
preservation and personal and corporate investments and insurances.
Aimee specialises in pension planning, guiding clients through the complexities of personal, company
and director pension schemes from initial enrolment to ‘at retirement’ planning.
In her spare time, when she is not studying towards her chartered exams, Aimee can be found walking her French bulldog along Dorset beaches.