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.
‘Very impressed with Peter. He did a lot of work to look at best options for us. Thank you.’
‘Peter is wonderful, professional, clear, friendly, patient and really goes above and beyond. He has a strong risk management understanding and is more on the side of caution than some other advisers, which I feel is a good thing. He is exceptional and I have recommended him to friends and family.’
‘Our adviser, Peter Ward, is friendly, available and takes the trouble to explain, to our satisfaction, the mechanism of our investments. We would definitely endorse his capabilities and have already recommended to friends and family.’