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Independent Financial Advisers Leeds

You may be wondering what an independent financial adviser is and what they do. We understand it can be a challenging topic and we’re here to help you understand what we do and how we can help you and your family.

Completely independent

FCA authorised and regulated

Transparent family firm

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Clear jargon-free advice

What are Independent Financial Advisers Leeds?

It’s true that not all financial advisers are called “independent financial advisers Leeds.” They may be called by other titles, such as “mortgage adviser,” “investment adviser,” and so on. If you want to know what a true independent financial adviser is, we’ll have to turn to the FCA’s definition:

“An adviser or firm that provides independent advice is able to consider and recommend all types of retail investment products that could meet your needs and objectives.” Independent advisers also consider products from other parts of the market and must offer unbiased, unrestricted advice.

Independent financial advisers are state regulated advisers that offer impartial, independent financial advice to cover all your financial advisory needs. These may include pensions, mortgage, protections, and investment portfolios, along with inheritance planning. An IFA (independent financial adviser is there to support your decision making in regard to financial matters.

They can also do a financial annual health check, review your near retirement pension provisions, and more.

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Independent Financial Advisers Leeds

What Services Does an IFA Offer?

A professional financial adviser not only gets to know you, but they also learn about your overall financial wellbeing. They also get to learn about your financial goals. With this knowledge, the IFA helps you set defined goals and planning objectives.

They can offer a full range of services that you may need, including the following:

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Managing your pre-agreed financial plan

This plan usually includes strategies and instruments that should result in general growth of wealth for you and your family

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Strategise your investments

An IFA can also help with the development of a deposit portfolio and choose the most profitable investments

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Plan pensions

Independent financial advisers can also offer advice and guidance on planning your pensions. They help you plan for an advantageous pension program or other investment options to help you maintain a passive income with minimal risks.

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Business management

An independent financial adviser can also optimise your taxes, offer advice on developing your business, and more

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Manage protection insurance

They can also help you choose the right coverage for you and your family

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Plan your inheritance

An IFA can optimise the transition and obtainment of inheritance

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Manage your mortgage or choose the right product

They can also help you choose the right mortgage options

This is an overview of how an independent financial adviser can help with your finances. Now, let’s take a look at how Visions can help you with the services we offer.

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Testimonials

 

Don

Vision Independent Financial Advisers explain things very clearly so that we are never in any doubt about our financial situation. I have recommended ‘Vision’ to many of my colleagues who have taken up consultations and have been very pleased with the outcomes.

Customer

Since learning of a pension i had long forgotten about Vision Advisors Limited has looked after me with help and email`s regarding my transfer and what stage i am at, Nothing is too much trouble, a brilliant team to go with.

Steven & Jenny

Our financial adviser talked us through all our options and gave us time to digest it all and come to our own decision. The whole process was made very easy, and he did all of the research. We will definitely continue to use Vision IFAs in the future.

Phil & Brenda

Our financial adviser provided us with a complete planning package after a one to one conversation which was friendly, knowledgeable and professional. Planning with Vision allayed our worries and fears about the future and has been an extremely positive experience.

Dale B

From the first enquiry, I have been constantly kept in the loop during the process through to completion. A friendly and pragmatic approach that was effective and effortless. David was able to handle all of my questions with ease quickly. I would highly recommend getting in touch if you were exploring business protection.

Joe

Great advice from David and team on our pensions savings and all financial advice. David is a pleasure to deal with always available for advice very professional and reliable.

David C

We are confident that with David's help our financial potential will be maximised to help us reach our retirement goals. David is patient, clearly understands our expectations and is managing our retirement plans. Therefore, I would not hesitate to recommend David to family, friends and business colleagues for their financial planning too.

Carl H

David spent time getting to know the charity and understanding the nature of our work. This meant he was able to recommend a range of services that were the right fit for us at LS-TEN. David made the process of switching to a Salary Sacrifice Pension scheme straight forward. He managed the initial relationship with the provider and met with staff collectively and individually to discuss the changes.

Visions: Independent Financial Advisers

Our company name, Visions, means “the ability to think about or plan the future with imagination or wisdom.” This definition perfectly describes our company and independent financial advisers.

We understand that planning for retirement and other financial issues can be overwhelming. You may feel unsure about where to start. That’s where we come in.

As independent financial advisers, we’re here to help you plan for retirement, invest for the future, protect your family and their financial future, and secure your business finances.

You can expect us to:

  • Offer clear, jargon-free advice.
  • Provide a service customised to you.
  • There’s always a dedicated personal adviser on hand.
  • We also offer 24/7 access to your own personal portfolio.

In addition, we are completely independent and FCA authorised and regulated. We’re a transparent family-owned firm and we’ll always offer jargon-free advice you can understand.

About Visions

Our firm was established in 2008 and is a family-run business that helps our customers understand their financial position. We also strive to guide them to achieve their financial goals.

The company was originally founded to assist teachers with their retirement plans; however, it has grown to work with a wide range of clients and businesses. We offer tailored advice in retirement, investment, and protection planning.

Your financial security is always our priority. As a family-run business, we understand the importance of ensuring that your family is financially secure. Our goal is to make sure you earn as much money as possible from your pension fund and investments to bring you and your family peace of mind.

Why Choose Us?

As independent financial advisers Leeds, we’ve helped over 1,000 people with their financial planning. We’re committed to putting you at the heart of everything we do.

Technology Driven

Our firm uses technology to maximise our client experience, improve efficiency, and protect the security of client information. We do this by using paperless applications where possible, providing our 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 aim to ensure each client has positive outcomes and a positive client experience. We do this by always having your best interests in mind. We believe it is essential to keep our clients informed, deliver our services in a professional manner, and implement a fair, competitive charging structure.

Clarity & Transparency

We never advise on a product or investment that has complex fees or charging structures Any advice we offer is present in an easy-to-understand format on a one-to-one basis before being implemented. This ensures you fully understand what is being proposed.

Tailored Financial Advice

full personal and financial circumstances, considering your goals, and what you will need to achieve in the future.

Book a no obligation initial meeting

As independent financial advisers, we plan your financial future with imagination and wisdom. Our independent financial advisers are completely independent and FCA authorised and regulated. We are a transparent family firm that offers advice in clear, jargon-free language every time.

If you’d like to learn more about our independent financial advisers, contact us today. We’re always happy to answer your questions about our financial services. Let us know how we can help you plan for you and your family’s financial future.

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