Peter Hogan

I became a partner in Clive Owen LLP in 1997 after joining in 1994 having previously been the tax partner in a Leeds practice which was sold to PKF. I trained and qualified with KPMG.  After retiring in 2016, I continued to work with the firm, initially dealing with HMRC enquiries and more recently with private clients.

As an ex-tax partner, I have extensive experience of working with wealthy families and their needs, as well as working with entrepreneurs and owner managed businesses. This enables me to stand back and take a strategic view of the financial and investment position of these groups as well as the long-term objectives required to meet family needs. I am halfway through completing a master’s degree in business studies including investment theory and portfolio management which compliments my practical experience and is helpful when appraising portfolio performance.