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Peter O’Keeffe

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Peter O’Keeffe
FPFS Chartered Financial Planner CertPFS (DM) CeMAP
Independent Financial Adviser

I have joined the Vision team after a long career at HSBC of nearly 34 years, the last 25 years in financial services providing financial advice to commercial and personal customers.

Having achieved the qualification of Chartered Financial Planner and Fellow of the Personal Finance Society I have shown the commitment and depth of knowledge required to provide high quality financial advice to my clients.

I have chosen to join Vision, a truly independent financial planning company, in order to provide my clients with the very best service and offer a “whole of market” approach.

The ability to offer truly Independent Financial Advice is extremely important to me by sourcing the very best solutions for the whole market place I am able to provide personal and tailored recommendations to every client.

I am passionate about long-term relationships built on trust and professionalism. I prefer to meet clients face to face and take time to fully understand their financial situation and priorities and will regularly meet with them to review these to make sure their plans stay on track.

Outside of work I am married with two children, am a keen golfer and love the outdoors. I am involved in fund raising for charity and a local non-profit children’s drama school.

I would welcome the opportunity of discussing your current situation and understanding your objectives and goals. I could then provide the appropriate advice to meet your needs.

My contact details are below.

Telephone 07933 534354 or email

‘As you can see from my responses I have a high regard for my adviser, Peter O’Keeffe. He is very professional, conscientious and knowledgeable. It is clear he takes a lot of trouble to understand financial circumstances, and his financial advice is based on careful though and research.’

‘Peter’s timekeeping for appointments was second to none. Peter kept me informed and ensured I understood every step of the way, either in person, by text or email. I would rate Peter 20/10 if I could. Very professional. I have recommended Peter to my friends.’

‘Peter is detail conscious and very thorough in research. Advice is timely and well presented. Peter is always professional and I trust him too.’