Vision Independent Financial Planning Ltd is a dynamic and established network with clients and advisers throughout the country and a head office base in Falmouth, Cornwall where the company originally started. We are directly authorised by The Financial Conduct Authority and provide an Independent Financial Planning advice services to a range of private clients, corporate clients, charities, trusts, court of protection clients and professional advisers. Our advice is offered on a completely independent basis with no restraint or commitment to any products or providers. This allows the provision of the most appropriate advice from the whole of the market to Vision clients, based entirely on their individual needs whilst utilising their adviser’s extensive experience in the financial services industry.
Our business is built upon the evolving relationship we have with our clients and these are some of the benefits you can expect from Vision as part of the service:
And our aim is to be big enough to matter yet still small enough to care for each and every client.