Recommended by James Bateman (Thomas's Battersea)
Peter Ward, Partner of St. James's Place

Feel Confident and in Control of Your Money

I have worked in Finance for more than 25 years in the City of London, at banks including Morgan Stanley, Citi, Barclays & NatWest. I was invited to join SJP in 2016, and I quickly accepted having been a long term client myself.

I can help you plan for the right money to be available for the right people, at the right time, whatever challenges life may bring. I help private individuals, families, and business owners, and 

I specialise in: 

  • Retirement planning;
  • Tax-efficient investment planning;
  • School and University fees planning;
  • Financial protection against risk;
  • Trust and estate/inheritance planning.

Why not take our Financial Clarity Quiz to see how prepared you are when it comes to personal finances and long-term financial security? This will indicate where your strengths and weaknesses lie so you can safeguard your own and your family's financial future.

Financial advice for the future you imagine. I am here to help you feel in control of your money, not the other way around.

Let’s start a conversation. 


Take our Financial Clarity Quiz here:


SJP Approved 18/3/2024

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. Past performance is not indicative of future performance.


Directory Offer: No-obligation informal chat or financial consultation.

For more information visit:

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Peter Ward


M: 07802 855 776


The following reviews have been gathered and displayed directly through Vouched For and have not been verified by SJP.



“Peter provided a plethora of advice, looked at my personal circumstances and tailored a plan that has helped deliver exceptional results” 

SK, London



“Exemplary service from start to finish, explaining my choices and examining my needs” 

Teacher, Cobham



“Pete was recommended to me by friends, and what a stroke of luck. He is an incredibly knowledgeable and diligent advisor.” 

Investment Banker, Battersea



“Pete has been a brilliant guide through the complex world of personal finance and investing. He has advised on the best investment mixes and wrappers for our life stage and risk appetite, bringing everything together into a consistent and managed portfolio.”

JG, ex-Investment Banker, now Business Owner



Pete provided a lot of advice on all immediate requirements of life insurance and my pensions, and also offered help in wider financial planning and investments.” 

JJ, London



“Pete looks after all our finances, and even helped us recoup a rogue investment through the FSCS. I highly recommend him.” 

Business Owner and Ex-International Footballer, London