Savings and Investments

At Vizion Wealth, we work together with clients from our head office in Stony Stratford, Milton Keynes and a secondary office in St Albans, Hertfordshire, our team of advisors cover the surrounding areas including Greater London, Buckingham and Bedfordshire to truly understand their investment priorities, wealth ambitions and aspirations for themselves and their family, fully understanding what is important to you.

“The individual investor should act consistently as an investor and not as a speculator”- Ben Graham

Before recommending any products or strategies to meet a client’s needs we always aim to understand your longer term financial goals and aspirations and future events where capital is to be spent, accessed or used to provide income or capital within retirement. Understanding your views on risk, volatility and asset classes also forms an essential part of our financial planning process in forming bespoke, effective and tax efficient savings and investment strategies for our clients to meet their future goals. Ensuring you have a defined strategy in place that is regularly reviewed also provides the necessary savings discipline for many.

At Vizion Wealth, we work together with clients from our head office in Stony Stratford Milton Keynes, or through our mobile financial advisors who cover the surrounding areas and Greater London areas including Beaconsfield, Marlow, Harpenden and St Albans to truly understand their investment priorities, wealth ambitions and aspirations for themselves and their family, fully understanding what is important to you.

With a multitude of investment product options in the market place including ISAs, General Investment Accounts, OEICs & Unit Trusts, National Savings Investments, Onshore & Offshore Bonds, Structured Products & Deposits, Enterprise Investment Schemes (EIS), Venture Capital Trusts (VCTs) to name a few, we have invested heavily in technology, research and portfolio management systems to compliment our experience and technical expertise when forming and managing robust tax and investment strategies that match your views and risk profile.

We are strong believer in modern portfolio theory to diversify risk and prefer to utilise the expertise of some of the most respected investment managers in the industry to maximise the growth of your investments over the long term within given risk parameters. We ensure our clients investments are regularly reviewed and updated where necessary through our wealth management service to ensure investments remain current, effective and suitable for their needs.

The value of your investment can go down as well as up and you may not get back the full amount you invested.

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