Peter YearlingCorporate Financial Planner
Point To Point Financial Management
Part of the Opendoorz family since September 2019
Peter loves to spend time with his family, his wife and two daughters mean the world to him. He likes nothing more than a game of golf but he won’t touch a vegetable let alone eat one! He is the kindest, most considered gent you could ever wish to engage with.
My role within financial services started in 1987 with Manulife Financial, later enjoying a successful career working for Friends Provident, Barclays and Origen Financial Services providing both corporate and private client advice.
I joined St. James’s Place Wealth Management in 2014 as a Senior Manager supporting a number of Practices, and realised that I missed the client rapport and engagement so decided to set up my own Practice. I have given advice to many clients over the years, helping them with their business and personal tax planning issues; helping them protect their loved ones, grow their wealth, save tax and exit their businesses*.
Over the past thirty years I have listened to my clients and have understood what is important to them. Interestingly the feedback has not changed… face to face contact with someone who cares about giving the best advice is fundamental – a simple "I understand" is a very comforting statement.
How reassuring to know that I will spend time with you, keeping you informed through every stage of the planning process, and secure in the knowledge that I have the expertise and experience to deal with you, your family and your business needs.
It is for that reason that I have set up my own business with the support of my wife and family. I want to focus on what I know is important and build long term relationships with clients built on trust and mutual understanding.
I am by nature a positive and caring person and want my clients to have equanimity knowing that I am there to give them confidence and financial peace of mind. I am also privileged to say that my business is growing from recommendations and referrals from my existing clients and professional connections.