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 on 07774 577564, alternatively by