We’re proud to be one of the few Chartered Independent Financial Planning firms with two Chartered Financial Planners advisors featured in the top 250 advisors in the UK. With an office in Stony Stratford, Milton Keynes and St Albans, Hertfordshire, our team of advisors are able to serve clients both near and far. Our reputation for being one of the top Independent Financial Planning Firms in the UK has been built on our hard work, unwavering professionalism and dedication to our clients and their varying financial and lifestyle goals.
As a 100% Independent and Directly Authorised IFA firm with the FCA we pride ourselves on providing clear, robust and effective financial planning and wealth management solutions to individuals, trustees and businesses. With a reputation for managing the financial needs of various client types, we understand that wealth means different things to different people.
The Chartered Financial Planner status is the gold standard for individuals and firms within the industry and is only held by a small portion of financial advisers and firms. By working with a Chartered Financial Planner you can be assured of the best advice, service and support, from investment and wealth advice to retirement and inheritance tax planning.
What is VouchedFor?
You read can Andrew’s reviews here and James’ here. We continue to strive to complete an excellent job for all of our clients and constantly develop our comprehensive range of services and ongoing advice.
Start planning for your future, today with Vizion Wealth. Please feel free to give us a call or request a call back for a no obligation chat about your financial planning requirements now.
Savings and investments may be accumulated for a variety of reasons, including security, education, future capital purchases, retirement and for your loved ones. Ensuring you have a secure strategy in place using the most tax-efficient structures and most suitable investments to meet your goals is key when growing and preserving your wealth.
Ongoing wealth management advice to individuals, businesses and trustees which is designed around individual circumstances and requirements. Using cutting-edge technology, we are able to efficiently monitor client wealth and ensure it is effectively managed and invested over the long term.
Careful estate planning is necessary if you want to protect your estate and its assets, and safeguard your family’s legacy. With government inheritance taxation receipts exceeding £4.4 billion in 2015/16, without the correct advice and a long term inheritance tax planning strategy, HMRC could be the largest single beneficiary of your estate after your death. It’s never too late to start planning.
We are a Chartered firm of financial planners, the gold standard of financial advice
We place our client’s interests at the heart of our company philosophy and values. We’re passionate about taking the time to listen to our clients and truly understand what is important to them. Ensuring our advice is tailored to an individual’s or business needs and by being independent, we are able to consider the wider market when building a client’s unique strategy. Read More
Milton Keynes Headquarters: Vizion Wealth LLP,
16 London House, Swinfen’s Yard, High Street, Stony Stratford, Milton Keynes, MK11 1SY. Telephone: 01908 920043.
St Albans Office: Vizion Wealth LLP, St Albans Office Fountain Court, 2 Victoria Square, St Albans AL1 3TF. Telephone: 01727 615781.
Registered in England number: OC367088.
Vizion Wealth LLP is a Limited Liability Partnership. Vizion Wealth LLP is authorised and regulated by the Financial Conduct Authority.
Vizion Wealth is listed on the Financial Services Register https://register.fca.org.uk/ under reference 565523.
Vizion Wealth LLP cannot be held responsible for the content within any external website or documents that are linked to from this site.
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