Having run my own IFA business for many years, I decided that with increased regulation and to help protect my clients I ought to be part of something bigger while maintaining the personal service I value. After searching around I decided that Vision offered exactly what I was looking for.
They have the same values regarding looking after clients that are so important to me. While I can still run my business independently, they offer a back up for all my compliance requirements and if at any time I was unable to service my clients, they would step in to help. I look forward to continuing to offer exactly the same level of service, albeit ‘wearing a different regulatory hat!’