As a Chartered Independent Financial Planning and Wealth Management firm, with a highly qualified and experienced team, we at Vizion Wealth pride ourselves on providing clear, robust and effective financial planning and wealth management solutions to individuals, trustees and businesses. With a reputation for managing the financial needs of various client types, we understand that wealth means different things to different people.
With over 50 years of financial services and investment experience managed by Andrew Flowers, a Chartered Financial Planner, we are ideally placed to help our clients to build wealth, use and enjoy it during their lifetime and protect it for family and loved ones.
Experts at navigating the complexities of today’s financial world, through close working relationships we ensure your wealth and finances work for you.
With our financial expertise and use of modern technology we are able to provide clients with a wide range of advice covering retirement, investment, inheritance tax and protection planning while ensuring they form part of a long term, cohesive financial plan that will be regularly reviewed and adapted to meet changing circumstances. Contact us by email on firstname.lastname@example.org or call us on 01908 920043 for an initial chat about your financial planning needs.
Savings and investments may be accumulated for a variety of reasons, including security, education, future capital purchases, retirement and for your loved ones. Ensuring you have a secure strategy in place using the most tax-efficient structures and most suitable investments to meet your goals is key when growing and preserving your wealth.
Ongoing wealth management advice to individuals, businesses and trustees which is designed around individual circumstances and requirements. Using cutting-edge technology, we are able to efficiently monitor client wealth and ensure it is effectively managed and invested over the long term.
Careful estate planning is necessary if you want to protect your estate and its assets, and safeguard your family’s legacy. With government inheritance taxation receipts exceeding £4.4 billion in 2015/16, without the correct advice and a long term inheritance tax planning strategy, HMRC could be the largest single beneficiary of your estate after your death. It’s never too late to start planning.
We are a Chartered firm of financial planners, the gold standard of financial advice
We place our client’s interests at the heart of our company philosophy and values. We’re passionate about taking the time to listen to our clients and truly understand what is important to them. Ensuring our advice is tailored to an individual’s or business needs and by being independent, we are able to consider the wider market when building a client’s unique strategy. Read More
Vizion Wealth LLP,
16 London House, Swinfen’s Yard, High Street, Stony Stratford, Milton Keynes, MK11 1SY. Registered in England number: OC367088.
Telephone: 01908 920043. Vizion Wealth LLP is a Limited Liability Partnership. Vizion Wealth LLP is authorised and regulated by the Financial Conduct Authority.
Vizion Wealth is listed on the Financial Services Register https://register.fca.org.uk/ under reference 565523.
Vizion Wealth LLP cannot be held responsible for the content within any external website or documents that are linked to from this site.
© 2016. All rights reserved. Vizion Wealth LLP