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.’