Clear Vision. Bespoke Advice for our Clients.
About Us
Peter Ward
I am passionate about establishing long term relationships with my clients and their families, taking as much time as is needed on a face to face basis to ensure the best possible, bespoke advice to meet their individual needs.
I joined Vision as their values and proposition are aligned with my own, allowing me to offer clients thorough, clear and straightforward advice personalised to individual needs.
On a personal basis, I am married with 2 children and I am a lifelong supporter of Liverpool FC.
Sonia Ward
I enjoy the flexibility of my role and by taking on the administration, enabling my husband more time to spend helping clients achieve their financial goals.
In my spare time I enjoy socialising with friends and family, swimming and dog walks by the sea.