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.
‘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.’