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:
‘I am old school. I normally do not make comments about any service that has been offered until the outcome has been realised. i.e. Investments being successful. What I will say is that Peter Ward is very knowledgeable and takes time and patience to listen to the clients aspirations. He instills a trusted relationship with the client and in my own case reassures with his knowledge and advice. In this modern age of I.T and numerous investment organisations available, the personal client/adviser relationship is key. That is the main reason I decided to invest as I was confident and reassured that my hard earned money was in safe hands.’
‘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.’
‘An excellent service – informative, courteous, friendly and reliable – by a man we believe we can trust totally.’
‘Our past experience with Peter (Ward) makes us believe that he is a fair, competent and trustworthy person who will look after our financial interests.’
‘My husband and I find Peter to be very knowledgeable about your products and we are very happy with the advice that he gives us. He is very polite and friendly and we believe that he will always be approachable and willing to help us with our investment and future investments.’