Feedback From Our Clients

We are proud to offer a first-class independent financial advice service to our clients and aim to exceed expectations wherever possible.

So, what do our clients have to say about us?! Read on to hear our client's testimonials following their experience with Vision.

'I have to say that I was very impressed with the way that everything has been dealt with for me. Got to say that with financial affairs, etc I am out of my depth but with Allan explaining and showing me your products I am now in a position where I have peace of mind for the next few years that my investment has been positioned for my best interest.'

'Iain Dallas has been totally professional throughout. I have some financial knowledge, but was most impresed by Iain's knowledge and personal skills. I am looking forward to being able to do more business with Iain in the future.'

'Ben was fantastic.. particularly with regard to my fluctuating freelance income. We trust him 100%. We felt that Ben was a family friend by the time the process was complete! '

'I am glad that Simon (Wathen) has chosen to help me with my financial needs - he is always helpful, cheerful and on time for appointments!'

'Lee had previouly given me financial advice and as before explained everything in a very understandable way. He is an extremely trustworthy person and I hope that he is there for me for a long time.'

'I am very happy with the service Simon (Wathen) provides. He understands my financial situation, and I trust him to do his best for me. He combines efficiency and professionalism with friendliness, so it is always a pleasure to meet with him.'

'Peter Taylor obviously has a wealth of experience and knowledge in this field. He was meticulous in discussing all aspects of investement and pension with my wife and myself, ensuring that we both fully understood all the implications and possibilities. We look forward to a long and fruitful relationship with him.'

'We have known Simon (Sidhu) for 3-4 years and have always been satisfied with the service he provides. He seems to be very interested in his occupation.'

'The service we received from Mike was excellent. His knowledge of suitable products and his advice was superb. We are delighted to be dealing with him in his new role.'

'I felt confident that my interests were paramount with Lee and there was plenty of time taken to explain as I have little knowledge or undertanding of financial matters.'

'Simon (Sidhu) has been our adviser since 2008. We have every confidence in him, a very kind and considerate young man.'

'Although I am new to having a financial adviser, Zoe explained things in as simple term as possible getting a good grasp on our goals and aspirations. She is very approachable and I feel she does understand how I wish to manage my money over the next few years.'

'Paula goes above and beyond the expected norm!'

'Paula was clear about the products, comparisons were accurate and professionally delivered. My future planning has a foundation to work from and I am confident Paula has protected me and placed my financial well being at the heart of the matter. I would have no hesitation in recommending her to friends, family and colleagues.'

'Very pleased with the service. I had great diffculty securing the mortgage I required and Ben had to put a lot of extra work in, all of which was executed to a high standard and in a timely manner. I will definitely be recommending Ben to others.'

'As first time buyers we were particularly pleased to have found a mortgage adviser who was happy to explain everything to us step by step and gave us as much time as we needed. James provided a superb service and was contactable at all times which made our first house purchase a very swift, simple and even enjoyable experience!'

' Matthew has an excellent understanding of our needs and explained all aspects of the type of investement we needed very clearly. He is always polite and keen to know that we understand the investment. Very easy to do business with!'

'Overall, I am satisfied that Mike continues to give me sound financial and investment advice. His manner is friendly and relaxed, whilst displaying an attitude of someone who has 'done his homework' .'

'I am deeply impressed by Lee. He is highly professional, knowledgeable and picked up on our requirements quickly and accurately. He has excellent communication skills and a very pleasant personality. I feel I could turn to Lee with any concerns I may have with complete confidence which is very important to me.'

' It is always a pleasure to see Nigel, his time and advice are always helpful.'

'Just to say a 'well done' Paul, it looks like you have called the equity market rally spot on.'

'I have known Simon (Wathen) since he was a financial adviser for Barclays Bank. It was readily apparent that he was someone who was easy to do business with. It is for this reason that I stayed with him when he became independent and linked up with Vision. I find him excellent in all respects.'

'We have had very good financial advice from Lee Ford for a number of years now prior to our current reassessment. We have always found Lee enthusiastic, punctual, and aware of our needs and goals. We would not hesitate to recommend him to friends and family.'

'Steve Soper has always gone the extra mile to make sure we have had the best advice.'

'Paul (Caller) completely understood my needs and has been a great help.' 

'First previous experience had put us off having involvement with financial advisers. It was so refreshing to work with Louise because we felt she really listened to our concerns we had. Spoke a language we understood minus the jargon and explained everything thoroughly.'

'It was a pleasure talking to Louise - very knowledgeable. We found her very helpful and she came up with excellent suggestions. A credit to Vision. Thank you.'

'Steve (Soper) was very good and clear on his visits, to talk about and advise me on my finances and investments, ten out of ten.'

'James was fantastic! He was very prompt with responses to me and explained matters in great detail. I will be using James in the future and have no hesitation in giving his number to friends.'

'I have know Simon (Wathen) for some time and have complete faith in him.'

'We liked the fact that Steven was local and easily contactable.'

'We are very pleased with the service Steven Eathorne provided us with. he explained everything fully and answered all of our queries. He has sorted out suitable cover for us as well as helping us to invest some money too. he was very professional and kept contact with us every step of the way.'

'We have always received an exceptional service from Angus. He understands our situation and requirements and acts accordingly. Always provides good advice without any hard selling.'

'Paula listened without judging and suggested options that would suit my personal life aims and style. I am confident that if I need to change anything at all then she will be on the phone to assist.'

'I have dealt with Angus for many years now and trust him and I value his advice. he was very kind when my husnand died 2 years ago and helped me considerable to settle up several matters that worried me.'

'Matthew is an excellent adviser!'

'I have already recommended Ben to others - he was fantastic!'

'Being unfamiliar with the investment world, Steve explained everything in a friendly and basic way ... What we required was good sound advice, face to face in good plain English and most importantly a good understanding of our needs. We got this and more with Steve.'

'My wife and I consider that all aspects of the business have been handled in a most diligent and very professional manner. We have no hesitation whatsoever in recommending Vision Financial Planning to any of our family and friends.'

'I did not have much idea about money matters but David explained everything simply and clearly, and after his visit felt much happier.'

'We were very pleased with Louise, and all what she did for us, her manner and the way that she presented herself was especially gratifying.'

'Over the years Nigel has been dealing with my financial affairs and I have always found him exceptionally good with his advice and helpful too!'

'Ben is a very approachable advisor, no question too menial. We felt that the advice given was from good experience and sound knowledge of current markets and furture trends.'

'Nigel always allows sufficient time during our meetings to remove any time pressure from our decision making process. This is important when dealing with life savings. We are 100% satisfied with Nigel's dealings with us.'

'Excellent overall service! Through our attempts to move, then extend, then finally move Ben has been a constant support and felt more like a friend then a mortgage adviser.'

'I have already recommended James to a close friend of mine because I have been pleased with his advice - he's been my mortgage broker since I bought in 2005 and again in 2010 ... he keeps everything clear and transparent. Thank you for another good, straightforward, clear and painless mortgage experience! I'm glad I used your services again.'

'I was delighted with the way Ben advised me about getting a mortgage. He was helpful, informative and was able to find answers to all my questions. I was a first-time buyer with several concerns about the process and he was very helpful throughout the whole time - right up to completion. An excellent service!'

'Zoe was very helpful, she understood the situation I was in as I recently separated from my wife,and gave me a fair opinion on what I needed to do.'

'Rob has been my adviser for many years and understands exactly my unique situation. He is very clear, willing/able to answer any questions at any time and always quick to reply...he can continue to advise me hopefully for many more years!'

'Jim went to great lengths to explain everything in a friendly but very professional manner, giving alternatives before deciding jointly which product was best suited to my circumstances; going over points that I was unsure of with great patience and understanding.'

‘I have recommended Ben countless times and all of my friends and family that have used him have been thoroughly impressed. I felt the service, progress checks and follow up given to myself by Ben was excellent and he really kept me informed of how the mortgage application was progressing.'

‘It was nice to talk with Paula in my home over a cup of tea. It felt like she got to know me and where I wanted to go so I didn't feel pressured or pushed. I enjoyed talking to Paula and I am very happy with the products I have taken and now feel comfortable with my future.'

‘Louise is an excellent financial adviser, very knowledgeable, trustworthy, and 100% fair and honest. I would recommend her to anybody'

'It is wonderful to think that someone will come to the house to see us as it will save us so much time.  Once again thank you so much Paul for your help and advice, you have been absolutely brilliant.'

'The whole process, from beginning to end, was done expertly by James with no worry to us whatsoever... We found the Company and especialy James to be very professional, helpful and kind. We would most definitely recommend you to anyone and as said before, if it had not have been for James, we would not have got our retirement dream - a home in Falmouth. Thank you most sincerely.'   

'Our adviser (Matthew) works very hard for our benefit. We are extremely happy with him.' 

'Ben was considerate at all times of my financial and personal circumstances. In my opinion, I received non-judgemental and intelligent advice. I felt very comfortable discussing my concerns and queries. My confidence in my adviser's ability to be empathetic and conscientious to all of his clients is absolute.'          

'The service provided was effectively and efficiently delivered and at all times I felt that I was dealing with a competent professional which is essential for providing confidence when dealing with financial matters.'   

'Ben was very helpful and made the process as easy and clear as possible. Everything was explained clearly and in terms that I understood. I would not hesitate in using Ben again - thank you.' 

'Louise and I have built up a good working relationship over the last few months and I trust her to explain things if my needs change.'