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
‘Pete continues to be very helpful and friendly. Nothing seems to be too much trouble. A switched on guy.’
‘Right from our first meeting Peter struck me as an honest, down-to-earth person, someone I am completely comfortable trusting with my financial affairs. I have already recommended Peter to a number of friends and colleagues.’
‘Peter understood how important the decisions I was taking were to my future, and explained clearly my options and choices. He answered all of my questions quickly and fully. I have already recommended him to others and trust we will continue on a from a great start.’
‘My adviser is professional, meticulous and extremely knowledgeable. I have already recommended him to a number of my friends and colleagues.’