Peter Yearling
I am a financial planner based in Wantage Oxfordshire. 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.
About
I joined St. James's Place 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*
*Exit strategies involve the referral to a service that is separate and distinct to those offered by St. James's Place.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
