We understand that everyone is unique. We understand that wealth means different things to different people and each client will require a different strategy to build wealth, use and enjoy it during their lifetimes and to protect it for family and loved ones in the future.
We listen first... We always aim to understand what is important to you and ultimately what you are looking to achieve for you, your family or your business for years to come. With our clear and consistent financial planning process in place, we create and maintain effective financial strategies for every single client.
Although the art of financial planning is highly complex, it is our role to clearly communicate your financial plan, make regular adjustments and offer sound and trustworthy financial advice to ensure your plan stays on track to meet your clearly defined financial goals and aspirations for your financial future.
We believe that building close working relationships with our clients is fundamental to the success of both achieving the goals of our customers and also for our business. Your trusted adviser will walk you through our financial management process step by step, ensuring that every decision made is clearly communicated and how this relates to your ultimate financial goals and objectives.
The introductory meeting is your opportunity to find out more about us, how we work with clients and the services we offer. We will discuss in detail your current financial position and your future financial goals and aspirations and consider any concerns or views on financial planning you may have. The first meeting is also an opportunity to explore and discuss the areas requiring advice and how we will charge for our services. By the end of our introductory meeting, most clients will understand if Vizion Wealth is a firm they would like to work with in the future. We absorb the cost of the first meeting ensuring clients are able to meet and talk to us before making any commitment.
Once we have both agreed to consider your financial future, we consider the strategies needed to undertake a thorough independent research and analysis exercise on all your existing plans and your current position. Once in receipt of all the facts and having considered your position in detail, we use our experience and knowledge to start to formulate an independent and bespoke financial strategy that is aligned with your financial goals, views and aspirations in the best way possible.
Financial and effective strategy is paramount to our mutual success. At the strategy meeting, we will review our findings in detail in relation to your current position and outline the bespoke financial strategy required to meet your needs. This will be an opportunity to discuss the bespoke strategy in detail, the difference this will make in the future, make amendments where required and consider different scenarios to ensure we make the right decisions about your future.
Having agreed and refined your bespoke financial plan, we will develop the financial strategy further and formalise our recommendations in a wealth and financial planning report. This will outline in a clear and methodical manner your strategy, the related recommendations, how these meet your needs and the costs of advice and implementation.
At this meeting, we will thoroughly review the agreed financial strategy and discuss the related recommendations and consider any further questions you may have. We will also complete all of the required documentation together and review the next steps to make your plan a reality. We monitor the entire implementation process to completion to ensure your strategy is fully completed in an expedient and accurate manner.
As your financial position, circumstances, goals, views and investments change, your financial strategy needs to adapt with you. At regular review meetings we will revisit your financial strategy and underlying investments and update where required to ensure it remains appropriate and current. The review process is paramount in ensuring your long term financial goals and aspirations are met in an effective manner.
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.
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