If you are an experienced and well qualified financial adviser with a history of advising high net worth individuals, business owners or trustees and are looking to join a small but dynamic and forward thinking directly authorised independent financial planning firm, then Vizion Wealth may be the next move you are looking for.
We are looking for advisers and partners that effectively want to manage and grow value in their own client bank and be part of a close knit team that will allow you to focus on your main priority of building relationships with new and existing clients and not on administration, compliance and regulation.
With an established brand, IT infrastructure, wealth management process, CPD & training programme along with marketing, compliance and administration support you do not have to go through the lengthy, time consuming and distracting process of trying to establish your own business. Operating within Vizion Wealth will allow you to maximise time in front of clients from day 1 and build a successful financial planning and wealth management business. Having been through the whole process of building a directly authorised advisory business over several years, we have a tried and tested approach using cutting edge technology to streamline the financial advisory and ongoing wealth management process.
For advisers with a view on retirement in the future, we are also able to offer a retirement buy out plan.
If you would like to talk to us about a potential move to Vizion Wealth, please contact us on 01908 920043.
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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
Milton Keynes Headquarters: Vizion Wealth LLP,
16 London House, Swinfen’s Yard, High Street, Stony Stratford, Milton Keynes, MK11 1SY. Telephone: 01908 920043.
Registered in England number: OC367088. 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.
If you wish to register a complaint, please write to info@vizionwealth.co.uk or telephone 01908 920043. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.
The Financial Conduct Authority does not regulate tax planning, trusts or workplace
pensions.
Please do not hesitate to contact us if you have any questions regarding this review.
Vizion Wealth LLP cannot be held responsible for the content within any external website or documents that are linked to from this site.
© 2023. All rights reserved. Vizion Wealth LLP
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