Savings and investments can be used for a variety of reasons including saving for retirement, purchasing objects of desire or a holiday home, funding education, weddings, future gifts or simply building a nest egg for future use. If you are beginning to save or have already accumulated a sizeable portfolio of investments, ensuring your assets are well diversified with a view to outperforming inflation over the long term using a disciplined and effective strategy are key in growing your wealth in real terms and preserving for future use or generations.
“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.
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.
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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.
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