Pete Living
Pete has 20 years’ experience in financial services. He started at Endsleigh Insurance at one of their largest UK offices. Within two successful years, he was running his own branch.
Subsequently, Pete moved to HSBC where he managed a team of mortgage consultants and later became a qualified mortgage advisor.
In 2007, Pete moved back into insurance with Aon where he excelled in the High Net Worth insurance sector. His commitment to exceptional personal client service and expert product knowledge saw him quickly become the go to advisor for the company’s largest and most important clients.
Following this, Pete became Private Client Director at A-Plan, where he had P&L responsibility for their High Net Worth household office as well as continuing to deliver a personal service to his clients.
Pete believes wholeheartedly in Vizion’s ethos of customer focused service based on integrity and fairness. He has built his long-standing client relationship by taking the time to understand their individual requirements, being available when they need and working with them to create portfolios that suit their needs.
Pete has a wife and two daughters, and, away from work, is interested in most sports. He still plays rugby to a high standard and is heavily involved on the coaching and management side.