All clients have access to our Vizion Wealth Client Portal, allowing clients to keep all their finances, assets, investments, future plans and documents up to date on our secure system. The portal also integrates seamlessly into our cash flow planning technology ensuring we can deliver a truly interactive and graphical representation of your current and future financial planning strategy.
Clients also have 24/7 access to their wealth, investments, transactions and portfolios via our partner platform portals.
If you are interested in becoming a client of Vizion Wealth, please register on our client portal so you can provide details of your current position and long term financial objectives. This will allow us to have an initial discussion about your position and to see if we are able to help. Registration is simple and takes just a couple of minutes. Once registered, you’ll have access to your own portal, allowing you to utilise our secure system to communicate details about your financial position.
Utilising our client and investment portals, our ongoing wealth management service provides clients with a comprehensive regular financial planning review service, that includes regular reporting and analysis, cash flow planning, regular portfolio rebalancing and restructuring, legislation and planning updates, market views and valuations to make sure your financial plan remains on track, takes account of your changing circumstances and remains invested with reputable and consistently performing investment managers now and in the future.
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.
Oundle Satellite Office: 67 Benefield Road, Oundle. Northamptonshire, PE8 4EU. Telephone: 01832 617091
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.
© 2023. All rights reserved. Vizion Wealth LLP
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