I have over 19 years experience providing financial advice to clients prior to joining Vision. I chose to work with Vision Independent Financial Planning because it was clear that their values, in terms of integrity and ethics, are closely aligned with my own. I am now looking forward to being able to help clients by providing tailored, independent advice using solutions from the whole of the market, without the restrictions that existed in my previous role.
My aim is to offer a friendly, personal approach and to develop long term relationships with clients where I can help them with some of the most important financial decisions that they will make. I see one of the most important aspects of this being the commitment to provide ongoing advice through regular review meetings, and ensuring plans are updated and adapted in line with changing circumstances along the way.
‘Excellent service, as always. I feel very well understood and informed with regard to all aspects of my investments and financial planning.’