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Clear Vision. Bespoke Advice for our Clients.

About Us

Peter Ward
Peter Ward
Dip PFS Director and Independent Financial Advisor

I have been a financial adviser for over 20 years and joined the Vision network in 2017 following a long and successful career with HSBC, where I was an award-winning Financial Adviser both in Personal and Commercial advice, over an 18 year period.

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
Sonia Ward
Administration support

I joined my husband as administrator early in 2022 after spending over 10 years in an administrative role at a local nursery school.

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.

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