Victoria has worked in financial services for the last 15 years solely for Independent Financial Advisers. She gained the Level 4 Diploma qualification well in advance of the Retail Distribution Review that came into force in January 2013.
Victoria provides services and solutions to employers and individuals who have a requirement for financial planning. This could typically include investment portfolio construction and monitoring, sophisticated inheritance tax planning, ‘at retirement’ advice for individuals around pension income options and also keyman insurance for employers. Victoria provides a common sense approach to Wealth Management. She also has in-depth knowledge of the needs of service families, and sourcing life cover for members of the armed forces irrespective of rank and trade. Her focus is to provide a local, bespoke, personal service and forming a trust based relationship with her clients.
‘My wife and I are very satisfied with the way Vision works.’
‘Excellent service and very happy to recommend to others.’
‘Victoria, as usual, very helpful and carried out my wishes promptly.’
‘Very professional and approachable.’
‘Victoria is an outstanding financial adviser. She is always available via email or telephone. She phoned me at the beginning of the COVID pandemic to find out how I was and to re-assure me. ‘