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 husband and I find our advisor, Peter Ward, extremely helpful and is always willing and able to answer any questions that we may have to ask. We have known him for several years now and trust him implicitly.”
“Our FA is very thorough. He’s very accessible, always willing to arrange to meet for any queries we had and able to do this quickly. Great service. Would recommend.”
“I cannot imagine a Financial Adviser providing better service than Peter.”