Pete has been providing Financial Advice for over 20 years, and prior to joining Vision, was a specialist pension and wealth IFA with the RBS Group.
Within the RBS Group, Pete provided bespoke solutions to Personal and Corporate clients, working in the latter years as a specialist in the Pensions arena.
Having achieved the qualification of Chartered Financial Planner, Pete has shown the commitment and depth of knowledge required to provide high quality financial solutions to all his clients.
“The most important factors for me are to provide quality quantifiable solutions to meet the individual needs of all my clients, regularly reviewing their individual requirements, so that I am always able to stay abreast of changes in their personal or business life, and thus make appropriate changes to their financial planning requirements.”
“Looking holistically at my client’s respective circumstances, allows me to be aware of on-going needs, and almost invariably enables me to work on their behalf on a pro-active basis, also ensuring that the clients are aware of legislative and industry changes that may effect their own situation”
The combination of Pete’s commitment to customer service and expert knowledge, with the business support offered by a close relationship with the Vision group means that his customers can be assured of the highest level of financial advice.
Peter can be contacted by mobile on 07879 476475 or by email
‘Very happy with the service Peter provides me’.
‘Pete Williamson is a personable, professional, always punctual and is valued by me to the extent that I am very happy to recommend him to friends and fmaily. In a word, he is RELIABLE….and a very nice guy’