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Vision IFAs in Wakefield

Completely independent

FCA authorised and regulated

Transparent family firm

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Clear jargon-free advice

Contact Vision IFAs in Wakefield

0345 224 3175
info@visionifas.co.uk
186 Low Road, Thornhill Edge, Wakefield, WF12 0PU
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How we help

Personal / Business

Retirement Planning

If you feel overwhelmed at the prospect of planning your retirement savings, don’t worry. We are here to help.

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Investment Planning

We advise on a range of tax-efficient investments, creating the best-tailored plan for you and your family.

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Protection Planning

We help to safeguard your family’s financial position against the unexpected and protect the lifestyle you enjoy.

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Wealth Management

We are committed to providing an ongoing service. Regular reviews ensure your strategy remains aligned to you.
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Employee Pensions

Depending on the way your scheme is administered, as a business you can benefit from substantial savings.

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Business Protection

We provide support to help you mitigate risk and let you plan your business future with confidence.

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Not sure what you need?

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We’re happy to be based in Wakefield!

Our company has a deep appreciation for Wakefield, England, for a multitude of compelling reasons. Firstly, the town’s serene landscapes and picturesque surroundings provide an idyllic setting for our operations. The natural beauty of the Wakefield district, with its lush greenery and scenic vistas, never fails to inspire us. Moreover, Wakefield’s rich historical heritage, especially its ties to the coal mining industry, resonates with our commitment to tradition and resilience. We also cherish the strong sense of community that defines Wakefield, which aligns seamlessly with our company’s values of collaboration and unity. In summary, Wakefield’s unique blend of natural beauty, history, community spirit, and cultural richness makes it a place our company holds in high regard.

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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.