Vizion Wealth Chartered Financial Planners | Pensions Advice
46 Reviews
- Friday9 am–5 pm
- SaturdayClosed
- SundayClosed
- Monday9 am–5 pm
- Tuesday9 am–5 pm
- Wednesday9 am–5 pm
- Thursday9 am–5 pm
About the Business
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Contacts
Website
Call Us
+441908920043
16, Swinfen's Yard, London House, High St, Stony Stratford, Milton Keynes MK11 1SY
Hours
- Friday9 am–5 pm
- SaturdayClosed
- SundayClosed
- Monday9 am–5 pm
- Tuesday9 am–5 pm
- Wednesday9 am–5 pm
- Thursday9 am–5 pm
Features
- Wheelchair-accessible entrance
- Wheelchair-accessible toilet
- Wheelchair-accessible car park
- Toilets
Recommended Reviews
Mike Kirby
19.03.2024
Vizion Wealth Chartered Financial Planners | Pensions Advice
We are very happy with the service provided by Andrew and the team at Vizion Wealth. They are professional and approachable, providing us with regular comprehensive and in-depth financial reviews as well as advice on tax planning, investment strategies and portfolio management. We can confidently say that working with Vizion Wealth has been the best financial decision we have ever made.
Jasmine Fergusson
12.03.2024
Vizion Wealth Chartered Financial Planners | Pensions Advice
I found the team at Vizion to be very understanding and listened to my pension planning needs. James was in particular very patient and supportive, and allowed me the time to work through options and reflect before I committed to the proposed strategy. Based on my experience so far, definitely recommend the services of Vizion!
Paul Mullins
07.03.2024
Vizion Wealth Chartered Financial Planners | Pensions Advice
James and the team at Vizion Wealth have provided very good service in dealing with a trust and investments, meetings have been very useful and covered all aspects of our financial circumstances, and options available.everything is followed up quickly and efficiently, and the process for transferring funds very easy. I would have no hesitation in recommendinghim.
Lindsey Goldby
07.03.2024
Vizion Wealth Chartered Financial Planners | Pensions Advice
I feel that Andrew really understands my financial circumstances and long term objectives, and he focuses on financial planning that is tailored and right for me.Andrew always gives clear, thorough advice and recommendations, takes time to answer any questions and I never feel rushed or pressured at any meetings.The team at VizionWealth provides a very professional and friendly service which I can highly recommend.
Nic bride
12.02.2024
Vizion Wealth Chartered Financial Planners | Pensions Advice
Our experiences with Vision Wealth from the outset have been very professional. James has explained everything we needed to know in a courteous, easy to understand, manner. Any queries outside of our regular meetings & calls are dealt with very promptly. Would thoroughly recommend Vizion Wealth for any financial review or advice.
jason pelham
12.02.2024
Vizion Wealth Chartered Financial Planners | Pensions Advice
I think its always a difficult decision when you are putting your financial affairs and your money under the stewardship of a someone else. I must say that with Vizion Wealth we havent looked back.The patience, advice and general all round professional work by James and his team has been second to none. A truly great service and would recommend to anyone.
robert latham
01.02.2024
Vizion Wealth Chartered Financial Planners | Pensions Advice
Vizion Wealth is a highly professional good quality organisation. I have known the key personnel for many years and owe a good deal of our family financial security to years of their patient and balanced advice and excellent access to good asset management platforms. In addition, the savings in time and personal hassle self managing" different assets prior to working with them cannot be underestimated. Highly recommended."
Pat Mac
21.12.2023
Vizion Wealth Chartered Financial Planners | Pensions Advice
We needed help with pension planning and investment advice.James understood our needs and provided comprehensive and easily understood advice about complex work pensions and we have followed his advice.We are very happy with the outcome and our investments have exceeded our expectations. Indeed we have been saved from making bad investments. We have regular reviews of our financial position. We intend to use Vizion Wealth for inheritance tax planning in the near future and would recommend them unreservedly.
Carole Brooks
20.12.2023
Vizion Wealth Chartered Financial Planners | Pensions Advice
We have been using Vizion Wealth for retirement planning and investment successfully for a few years now. From the very first meeting Andrew and his team have been professional and clear about our options. The quality of the information, verbal and written, is superb and allows us to understand and feel confident in this often complex area. Would highly recommend.
David Dunham
20.12.2023
Vizion Wealth Chartered Financial Planners | Pensions Advice
Andrew and his Team at VizionWealth are always available to advise. I cannot speak highly enough of them. From the outset of using VizionWealth, Andrew was, and continues to be, very thorough, very knowledgeable and superb at helping the 'layman' navigate the mysteries of investments and pensions. Great systems to allow remote access to information and authorise actions. Frequent reviews of investment performance and projections are excellent.....reassuring that financial future is on track with one's life plans/expectations, always backed-up with well informed advice and choices from Andrew.
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16, Swinfen's Yard, London House, High St, Stony Stratford, Milton Keynes MK11 1SY
Vizion Wealth Chartered Financial Planners | Pensions Advice