Peter O’Keeffe

Independent 31 Huntly Road, Dorset, Bournemouth, BH3 7HF
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
14th October 2019
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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Estate planning
    • Long term care
Meet our advisers
Peter O’Keeffe FPFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us

31 Huntly Road, Dorset, Bournemouth, BH3 7HF

Make an enquiry
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.

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