Financial Advisor Wakefield

Are you searching for a financial advisor Wakefield? If so, we believe you’ve come to the right place. Welcome to Vision Independent Financial Advisors Ltd, independent financial advisers and pension specialists who are here to help you plan for retirement, invest in the future, and protect your family. 

Completely independent

FCA authorised and regulated

Transparent family firm


Clear jargon-free advice

We’re More Than Just a Management Wealth Firm

Founded in 2008, Vision Independent Financial Advisors is a family-owned and operated business. We’re here to help you understand your financial situation, and we strive to guide you to achieve your financial goals. 

The company was initially founded to help teachers with their retirement; however, our work has grown to many clients and businesses. We provide tailored advice in retirement, investment, and protection planning. 

It’s all about you and your financial security. As a family-run business, we understand the importance of ensuring your family is financially secure. Our goal is to ensure you earn as much money as possible from your pension fund and investments, providing you and your family with peace of mind. 

Why Choose Us?

As a financial advisor Wakefield, we’ve helped over 1,000 people who trusted us with their financial planning. We are committed to putting you at the heart of everything we do. 

Here are a few of the reasons to choose us over the competition: 

Technology Driven

We use technology to maximize our clients’ experience, improve efficiency, and protect the security of client information. We do this by using paperless applications when possible, providing our clients with personalized websites with access to real-time investment valuations, electronic document storage, and secure messaging from client to adviser. 

Clarity & Transparency

We never advise a product or investment that has complex fees or charging structures. The advice we do provide is presented in an easy-to-understand format in writing, without jargon. This is presented one-on-one before being implemented to ensure you fully understand what is being proposed. 

Positive Client Experience

Our goal is to ensure our clients have positive outcomes and a positive client experience throughout the process. We do this by always having 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 entire available marking to achieve better client outcomes. 

Tailored Financial Advice

We tailor our financial plans to you and your individual needs. To do this, we believe in assessing your full personal and financial circumstances, looking at your goals now and what you may want to achieve in the future. 

  • Our company is completely independent
  • We’re an FCA-authorized and regulated
  • We are a family-owned financial firm that provides transparent services
  • You can always understand what we’re saying – we offer clear, jargon-free advice



How we help

Personal / Business

Retirement Planning

If you’re feeling confused about your retirement planning, you’re not alone. We’re here to help you understand your options, which are based on your retirement goals, the age at which you’d like to retire, and what expenses you anticipate needing. 

Pension plans are complex financial products. Most of our clients need advice on how to take benefits, manage their risk, and maximize their investment returns for retirement. There are many different options, along with the potential to consider lesser-known income streams to plan effectively for retirement. 

Wealth Management

We’re also committed to providing a comprehensive ongoing service. This ensures our recommendations to you are delivered in full, our advice continues to meet your needs as things change, and we deliver the results you want. 

Investment Planning

We understand that your investments need to be centered on you and what you’re investing for. No matter the goal, it’s important to look at short, medium, and long-term options. It’s also essential to consider the most tax-efficient means for investing your money. 

The right investment strategy depends on when you need to access funds, how much capital you have available to invest, and whether there are opportunities to adjust existing plans that are no longer suitable.

Protection Planning

Family is the most important thing for you, and it’s essential to plan and protect them from the unexpected. As financial advisors Wakefield, we can review your financial position and understand your goals to predict the impact on your family if the worst should happen. 

Your financial security is our priority. 

Employee & Director Pensions

The law requires all businesses to provide their employees with a workplace pension, as well as to make employer contributions to that pension. And we can help you here, too. 

If you are just preparing to set up your first employee pension, we’re ready to support you to make the complex world of workplace pension schemes easier to understand. 

Do you already have a pension scheme in place? Depending on how the scheme is currently administered, you may benefit from substantial savings when moving to a salary sacrifice scheme instead.

As financial advisors Wakefield, we’re ready to help you navigate the process of ensuring your business pension scheme is efficient and fit for purpose. 

Business Protection

Business owners often have many roles, making it a challenge to find the time to focus on current and future financial planning. We can help you by undertaking a financial review of your company and making recommendations on which areas you may need to address. We also highlight any opportunities available that you may not be taking advantage of. 

Online Pension Investments Tracker

We also offer an online pension investments tracker using the latest technology. We can provide you with a personal financial portal, allowing you access to your individual portfolio 24/7 via your computer, tablet, or mobile phone. 

You will also have direct access to your financial adviser through our secure messaging service. 

Book a no obligation initial meeting

Are you ready to take your pension to new heights? If you’d like to learn more about our financial advisor Wakefield services, contact us today. We’re always happy to answer your questions about our services and explain how we can take your pension to new levels.