I have joined the Vision team after a successful 18 year career with HSBC bank advising both personal and commercial clients.
I chose to join Vision due to their “whole of market” client proposition which aligns with my own values of providing clients with bespoke advice to meet their financial planning needs.
I strongly believe in giving each client as much time as they require in order to assist them with achieving their financial goals and objectives, through developing and maintaining a relationship based on trust and loyalty.
On a personal note, I am married with 2 daughters and enjoy running and following Liverpool FC.
I would welcome the opportunity to discuss your requirements in more detail and I can be contacted using the details below.
‘We have known Peter Ward for a number of years now and have always found him to be extremely helpful, trustworthy and honest. For this reasons we followed him when he left his previous employment and so far we have been happy with the service provided by Vision’
‘My adviser has taken the time to build up a personal relationship with me which I feel is essential in establishing trust and confidence.’
‘Very impressed with Peter. He did a lot of work to look at best options for us. Thank you.’