Peter O’Keeffe

Independent Financial Adviser  31 Huntly Road, Bournemouth, Dorset, BH3 7HF
check
FCA authorised
Last authorised 25th May 2020
Independent Financial Adviser specialising in Investment, Inheritance Tax Planning, Pension Planning and Protection predominately based in Bournemouth Poole and Dorset.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Buying overseas
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Estate planning
check
Long term care
Meet our advisers
Peter O’Keeffe FPFS
Chartered Financial Planner
About us

I have joined the Vision team after a long career at HSBC of nearly 34 years, the last 25 years in financial services providing financial advice to commercial and personal customers.

Having achieved the qualification of Chartered Financial Planner and Fellow of the Personal Finance Society I have shown the commitment and depth of knowledge required to provide high quality financial advice to my clients.

I have chosen to use Vision, a truly independent financial planning company, in order to provide my clients with the very best service and offer a “whole of market” approach.

The ability to offer truly Independent Financial Advice is extremely important to me by sourcing the very best solutions from the whole market place I am able to provide personal and tailored recommendations to every client.

I am passionate about long-term relationships built on trust and professionalism. I prefer to meet clients face to face and take time to fully understand their financial situation and priorities and will regularly meet with them to review these to make sure their plans stay on track.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£1,000,000
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

31 Huntly Road, Dorset, Bournemouth, BH3 7HF

Similar advisers near you

Independent Financial Adviser 0.71 mi
We offer expertise, knowledge, integrity and a personal service at a great price.
 
Restricted - whole of market 1.07 mi
Your personal wealth. Our personal responsibility.
 
Independent Financial Adviser 1.08 mi
Independent Financial Advisor and Independent Mortgage Advisors (Whole of Market).
 
Independent Financial Adviser 1.15 mi
Helping professionals and business owners achieve financial freedom and peace of mind by providing lifestyle focused financial planning to you as a human being.