I have joined the Vision team having worked my whole career within the financial services sector, the last 9 years were with HSBC.
I have a wide breadth of knowledge, including investment management, investment portfolio construction and monitoring, sophisticated inheritance tax planning, retirement planning and protection advice for individuals.
I believe in placing my clients at the centre of everything I do and this is achieved by providing an exceptional service and building professional relationships based on trust and integrity. I am now looking forward to providing truly independent financial advice from the whole of market, on a bespoke, individual basis.
I am happily married with two young children. A passion of mine is travel and I love going abroad with the family as much as possible. We spend our summers with the wife’s family in their cottage on Lake Muskoka, Ontario, Canada, where we can enjoy outside life.
‘Mr Spear was most helpful to put my mind at rest regarding pensions that I had. Being in the Merchant Navy all my working life and the last twenty years servicing on Foreign Flag vessels, he clearly did his best to understand the situation I was experiencing.’
‘Mr Spear was very helpful and took the time to explain everything that we asked. He understood our needs and has given us considerable trust in him and his advice.’