Wealth Management

Growing, managing and preserving wealth is at the heart of our business. Wealth management is a practice that in its broadest sense combines holistic personal investment management, financial advisory and planning disciplines directly for the benefit of high-net-worth clients, business owners and families.

Vizion Wealth specialise in long-term wealth management, ensuring financial plans and strategies adapt in line with changes in priorities or life events. Using our forward looking approach to wealth management we will identify your financial goals and aspirations and then provide an ongoing service which guides you towards reaching these goals. Our services are highly competitive compared to most wealth managers.

“Before you speak, listen. Before you write, think. Before you spend, earn. Before you invest, investigate. Before you criticize, wait. Before you pray, forgive. Before you quit, try. Before you retire, save. Before you die, give.” - William A. Ward

Vizion Wealth is one of the few Chartered Independent Financial Planning firms in Stony Stratford, Milton Keynes and the surrounding area and is a trusted wealth management partner, proud of our strong track record and excellent reputation at building and preserving our clients’ wealth over the long term. By being completely unbiased and independent, we are able to utilise our expertise, experience and portfolio analysis tools to identify some of the best investment managers in the UK with proven track records giving you peace of mind that an expert is managing your investment portfolio.

After a thorough assessment of your risk profile, preferences and financial planning goals and objectives, we utilise modern portfolio theory combined with our current research, analysis and views of our investment committee to construct a suitable investment strategy that aims to achieve the long term growth of your wealth while ensuring we maintain a focus on capital preservation.

As well as access to an overall view of your wealth, investments and portfolios via our secure online wealth portal, within our wealth management service we will provide you with comprehensive regular financial planning reviews and reporting, regular portfolio rebalancing and restructuring, legislation and planning updates, market views and valuations to make sure your financial plan remains on track, takes account of your changing circumstances and remains invested with reputable and consistently performing investment managers now and in the future.

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Investment Committee

Our Investment Committee which includes all our senior staff, meets on a quarterly basis to analyse and evaluate the global economic and political landscape. Using our expertise, research and views of various industry professionals we decide on strategic adjustments to our preferred asset allocations which filter through to our client portfolios ensuring your investments and strategies are regularly updated and take account of changing circumstances.

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