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
'Peter has consistently given me helpful advice, listened to what we hoped to achieve and has explained clearly things we were unaware of. A reassuring, no waffle service. Thank you.'
'We have had a 15 year plus working relationship with Peter Taylor and have always found him approachable, honest and he endevours to always look after our best financial interests.'