Vizion Wealth LLP was established in 2011 by three experienced industry professionals; Andrew Flowers, Christopher Blackham and Geoffrey Bradford. With over 50 years industry experience, we set out to develop an independent financial advisory practice that delivers clear, robust, tailored and specialised financial advice and wealth management services to individuals, trustees and businesses.
Our approach to financial planning is simple, our clients are our number one priority and we ensure all our advice, strategies and services are tailored to the specific individual to best meet their longer term financial goals and aspirations. We are open and honest with our clients and pride ourselves on developing close working relationships and becoming trusted family and business advisers. Our business has been built on maintaining a high standard of ongoing service and referrals from existing clients.
Being directly authorised by the Financial Conduct Authority, we are fiercely committed to offering unbiased and independent advice and to maintaining high professional standards. We are a strong advocate of ongoing industry qualifications and continuing professional development which has led to both Andrew Flowers and Vizion Wealth achieving the coveted Chartered status. The Chartered Financial Planner status is the gold standard for individuals and firms within the industry and is only held by a small portion of financial advisers and firms. By working with a Chartered Financial Planner you can be assured of the best advice, service and support, from investment and wealth advice to retirement and inheritance planning, we’ve got you covered.
All of our financial planners are well supported by an experienced paraplanning, investment and administrative team with years of experience in the financial advisory and wealth management industries.
Andrew Flowers BA(Hons), APFS, CFP
Chartered Financial Planner
Andrew has been involved in the offshore and onshore financial services industry for over 18 years. Andrew was the driving force behind Vizion Wealth after years of experience in a number of advisory roles within high profile wealth management, private banking and independent financial advisory firms in the UK. Andrew is the managing partner of Vizion Wealth.
James Blackham BSC (Hons), DipPFS
Independent Financial Advisor & Pension Transfer Specialist
Fuelled by an interest in Economics James joined Vizion Wealth in 2014 and became an Economic and Investment Analyst and Paraplanning supporting Andrew. After years of back office support and experience within Vizion Wealth, James discovered a passion for financial advice and is now a highly qualified Financial Planner for the firm. James particularly enjoys building close relationships with all clients and helping people identify and fulfil their long term financial goals. James is a highly qualified Financial Planner working towards Chartered status and is also a Pension Transfer Specialist. James is also a partner of Vizion Wealth LLP.
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. In addition to our highly qualified financial advisers, the Vizion Wealth support team includes a number of friendly and highly personable fully qualified paraplanners, investment specialists and experienced administrators.
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.
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As a Chartered Financial Planner, Andrew is also an advocate of the Personal Finance Society which is the professional body for the UK financial planning profession
We play an active role within the paraplanning community, sharing knowledge and supporting the continual development of both the industry and the professionals within it.
Our high service standards are a definitive part of our client proposition. As a Chartered Independent Financial Advisory practice for individuals, trustees and businesses we aim to provide the best service available.
For us it is simple. Our clients' interests always come first. By using modern technology and practices combined with good old fashioned face to face service, we aim to ensure our clients have a clear financial strategy that is regularly reviewed and updated to provide a positive client experience.
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.
© 2019. All rights reserved. Vizion Wealth LLP