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.
‘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.’
‘We have known Peter Ward for a number of years now and have always found him to be extremely helpful, trustworthy and honest. For thise reasons we followed him when he left his previous employment and so far we have been happy with the service provided by Vision’
‘My adviser has taken the time to build up a personal relationship with me which I feel is essential in establishing trust and confidence.’