Vizion

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Vizion Wealth Chartered IFA Milton Keynes Retirement Planning Financial Adviser Milton Keynes IFA Family Protection Milton Keynes IFA Family Protection Milton Keynes IFA Chartered Financial Planners Milton Keynes Vizion Wealth Blog News

Featured in The Sunday Times’ top 250 IFAs in the UK

We’re proud to feature in The Sunday Times as one of the top 250 Chartered Independent Financial Planning firms in the UK. With a head office in Stony Stratford, Milton Keynes we service customers across Buckinghamshire, Bedfordshire, Northamptonshire, Cambridgeshire and Greater London; our team of financial 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?
VouchedFor continue to help consumers get access to the best advice for them and do so with independent and verified reviews, providing powerful validation of the great work that we do on a daily basis. For years we have featured in their list of the UK’s top IFAs and continue to do so each year, as we build on our solid reputation for professionalism and consistency of client delivery. 

You read can Andrew’s reviews here and Tean’s 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.
Retirement Planning Milton Keynes

Retirement Planning

Are you working towards a retirement goal and will you achieve it? Retirement planning is more than just your pension pot, it’s about having a pre and post retirement plan that encapsulates your long term goals and how your overall wealth will work for you in retirement.

Chartered Savings & Investment Advice IFA

Savings & Investments

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.

Family Protection Milton Keynes IFA

Protection Planning

Protection underpins the financial planning strategies for our clients, ensuring you, your family and business interests are protected in the event of death, illness or unemployment. We are able to help you understand the type and extent of protection that you may require.

Wealth Management Milton Keynes IFA

Wealth Management

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.

Inheritance Tax Planning Milton Keynes

Inheritance Tax Planning

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.

Digital Library

Visit Our Digital Library

Visit our digital library to download a wealth of financial planning guides and fact sheets covering all areas of financial planning. You can also access our bi-monthly E Smart Money magazine covering a range of topical financial planning matters.

Digital Library

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Chartered Status

We are a Chartered firm of financial planners, the gold standard of financial advice

Our Way

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

Join Us

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Click here to read our VouchedFor Reviews

Financial Guides and Brochures

For an initial chat about your personal or business financial planning needs, you can speak to an expert by calling our Milton Keynes office on 01908 920043. You can reach us via email at info@vizionwealth.co.uk

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Milton Keynes Headquarters: Vizion Wealth LLP, 16 London House, Swinfen’s Yard, High Street, Stony Stratford, Milton Keynes, MK11 1SY. Telephone: 01908 920043.
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.

If you wish to register a complaint, please write to info@vizionwealth.co.uk or telephone 01908 920043. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.

The Financial Conduct Authority does not regulate tax planning, trusts or workplace pensions.
Please do not hesitate to contact us if you have any questions regarding this review.

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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