About Us

At Vision, our Independent Financial Advisers and Pension Specialists are here to help you plan for retirement, invest for the future & protect your family.

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Completely independent

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FCA authorised and regulated

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Transparent family firm

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Clear jargon-free advice

More than just a wealth management firm

Founded in 2008, Vision Independent Financial Advisors Ltd is a Family run business which helps people understand their financial position and strives to guide them to achieve their financial goals. The company was initially founded to assist teachers with their retirement but has grown to work with many clients and businesses, and provides tailored advice in retirement, investment, and protection planning.

Your financial security is our priority. As a family run firm we understand how important it is to ensure that your family is financially secure. Our aim is to ensure that you earn as much money as possible from your pension fund and investments. Giving you and your family peace of mind.

Why Vision IFAs?

Over 1,000 people have trusted us with their financial planning. We’re committed to putting you, our client, at the heart of everything we do.

Technology driven

We use technology to maximise the client experience, improve efficiency and protect the security of client information. We do this by facilitating paperless applications where possible, providing clients with personalised websites with access to real-time investment valuations, electronic document storage and secure messaging from client to adviser.

Positive client experience

We want all our clients to have positive outcomes and have a positive client experience. To do this, we will always have your best interests in mind. We believe it is important to keep our clients informed, deliver our services in a professional and timely manner and implement a fair and competitive charging structure. Being ‘independent’ we can assess suitability across the whole of the available market to achieve better client outcomes.

Clarity & transparency

We will never advise a product or investment which has complex fees or charging structures. Any advice we provide will be presented in an easy-to-understand format in writing, using jargon-free language. This will be presented on a one-to-one basis before being implemented, to ensure you fully understand what is being proposed.

Tailored financial advice

We tailor our financial plans to you and your individual circumstances. To do this, we believe in assessing your full personal and financial circumstances, looking at your goals at present and what you will likely need to achieve in the future.

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Meet the team

We are a family firm that truly understands how important the future financial security of both yourself and your family is to you.

Kevin

Founder & Head of Operations & Compliance

Kevin is a die-hard Huddersfield town fan with a passion for craft beer.

Learn moreKevin started working in financial services in 1983 as a District Agent at Prudential advising on Life Assurance, Pensions, Investments and General Insurance (House and Contents and Car insurance). Kevin remained at Prudential until 2000 and during his time there was promoted to Sales Manager, managing a team of Financial Consultants. Kevin achieved recognition for his work at the Pru and was invited to the ‘Salute to the Stars’ event in London in 1987 in recognition of ‘an outstanding record of achievement and success as a District Agent and ditto ‘Salute to the Stars’ in 2000 as a Sales Manager. 2000-2008 he worked as a self-employed Independent Financial Adviser before setting up Vision IFAs in 2008.

Alana

Financial Advisor

A husband-and-wife team, David & Alana, are both financial advisers. They love spending time with their son, Felix and enjoy walking, pubs, live music & rugby.

Learn more Alana joined Vision IFAs in 2014 having previously achieved a first-class honors BSc degree. In 2016, she gained a Level 4 Diploma in Financial Advice from the London Institute of Banking & Finance. Alana is currently undertaking her chartership qualification, to continue her professional development and to gain the highest standard of attainment in her professional field. Alana has a particular interest in assisting clients with their government defined benefit pension schemes, personal pension schemes and retirement planning.

David

Financial Advisor

A husband-and-wife team, David & Alana, are both financial advisers. They love spending time with their son, Felix and enjoy walking, pubs, live music & rugby.

Learn moreDavid joined Vision IFAs in 2019, having previously been a partner for a NFU Mutual agency branch in Staffordshire. He gained a Level 4 Diploma in Financial Advice from the London Institute of Banking & Finance in 2019 and is currently undertaking his chartership qualification, to continue his professional development. David has a particular interest in assisting business owners and directors in protecting their businesses and setting up tax-efficient auto-enrollment pension schemes.