Let's talk

Wealth Management

We are committed to providing a comprehensive ongoing service. As such as work proactively to review your investment and retirement plans regularly to ensure they best suit your needs and match your changing appetite to risk.

Completely independent

FCA authorised and regulated

Transparent family firm

w

Clear jargon-free advice

More than just a wealth management firm

We are 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 these change over time and we deliver the results that you require. 

Why do we review?

  • To ensure your investment and retirement strategies remain efficient and continue to perform
  • To adjust your plans in line with your current attitude towards risk
  • To ensure changes to your circumstances and lifestyle are factored into your long term financial plans
Get started

How we can help

Regular reviewing of your circumstances so that your investments remain suitable for your needs. This will be undertaken at least annually.

24-hour online access to personalised client site with real-time valuations.

Secure messaging service and document storage.

Personalised advice on switching funds in line with any changes to your attitude to risk.

Ongoing advice on tax-efficient withdrawals from your investment portfolio.

Unlimited support. Our team is available to answer your questions and your adviser is always here to help.

Get started

Why choose Vision?

We centre your investment plan around you, your goals and risk appetite

We are completely independent so can access the whole of the market

We don’t baffle you with jargon. We prefer to be straightforward and upfront

We’re a boutique family firm – you only deal with a small team dedicated to you

We provide a completely free initial financial planning review

We’re flexible and provide options for meetings face to face, via phone or virtual

24/7 access to your own personal website with real-time valuations, secure messaging and document storage

Direct access to your personal advisor

Get started

It only takes a few seconds to send us your details. Book a free financial review.

get in touch

Online Pension and Investments Tracker 

Using the latest award-winning technology, we can provide you with your very own personal financial portal, allowing you to access 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.

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.

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.

Learn more

Investment Planning

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

learn more

Protection Planning

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

learn more

Wealth Management

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

Employee Pensions

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

learn more

Business Protection

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

learn more

Not sure what you need?

Get in touch - we're happy to help.

contact us

Book a no obligation initial meeting

Get in touch