Our Team

Peter Taylor

Dip PFS CeMap

Associate Director

Independent Financial Adviser

Peter joined Vision Independent Financial Planning after nearly 18 years as a Financial Planning Manager with Barclays Financial Planning mainly in the West Dorset Area.

Previously to that Peter had over 30 years in Retail Banking, 20 years as a Branch Manager.

Peter feels with the experience gained over the years in helping clients with their financial needs, he is now well placed to look after client's financial requirements on a truly independent basis.

However some things never change - by putting clients first, providing a good service and building trust and loyalty to help towards clients realising their financial goals with a whole of market offering.

Peter can be contacted by phone on 01305 813020 or mobile on 07774 577564, alternatively by email which is peter@visionifp.co.uk