A Partner of St. James's Place Wealth Management

Peter Ward

Peter Ward

Dip PFS, ACMA, CGMA, BA (Hons)
My clients are hardworking professional people who wish to maximise opportunities to provide for themselves and their loved ones. They work hard for their money and want it to work hard for them. This is where I come in.

About

I live in Camberley in Surrey, and see clients in central London and across the South East. I am a Chartered Management Accountant (CIMA) and have worked in Finance for over 20 years in the City of London, at banks including Morgan Stanley, Citigroup, Barclays and RBS. I was invited to join St. James's Place Wealth Management in 2016 and I quickly accepted.

As a long term client of St. James's Place prior to this, my decision was in part motivated by how much my wife and I have benefited personally from having an adviser. Understanding the value that can be added to people's lives through personalised ongoing advice made it an easy decision for me, and so here I am providing this value to my clients who are generally, but not exclusively, people I know, and people they know.

Outside of work, I am a very sociable person and I’m lucky to have a great family. I love spending time with my kids watching their own characters develop. I am a keen cook and enjoy barbecuing throughout the year. I am also fortunate to have a lovely garden and as a family we spend a lot of time outdoors.

My approach is based on the core principle that my clients are all unique and have their own personal circumstances, responsibilities, lifestyle and aspirations. By taking the time to understand all of these aspects, I plan solutions that are appropriate and bespoke for each client, whether it be tax-efficient Investment Planning, Retirement Planning, or Inheritance Tax Planning.

This single relationship to meet all your financial needs will benefit you whether you are a working professional looking to manage or grow your wealth, a family looking to protect and preserve wealth, or a business owner/director looking to ensure you have the right plans in place for your company. I get a great deal of satisfaction from being able to help you on this journey to achieve your lifetime goals.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

The Partner is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.