Vision Independent Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. Read more.

Award Winning Independent Financial Advisers

User LogoAdviser LoginPhone Number01326 210904

Peter Ward

Find adviser by area

Peter Ward
Dip PFS
Independent Financial Adviser

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.

Phone: 07795 618920 or Email:

‘Peter Ward has looked after my portfolio with skill and understanding for a number of years. I have complete faith in his integrity and judgement.’

‘The quality of Peter’s advice is excellent. Above all, he has demonstrated a willingness to go that ‘extra mile’ in providing honest and impartial advice. I trust him 100% to act in my best interests.’

‘I like Peter Ward a lot. He has instinctive sense of my investments and what I am looking for. He also comes to see us when we want him – at a time of our choosing. I instinctively trust him.’