Vision Financial Advisers

Vision Financial Advisers We are a local business based in Merthyr Tydfil who offer good honest and professional independent financial advice.

Areas of expertise are Financial planning, tax planning, Investments and ISA's, Pension reviews and planning, Life assurance, will writing, mortgages and debt elimination etc.

01/08/2024

The Bank of England have just announced a reduction of their base rate to 5%. If you need guidance in what this could potentially mean to your mortgage and savings then please get in touch. 01443 694944

Mortgage advice
Savings & Investment’s
Pension reviews and retirement planning
Life Assurance & Income Protection
Wills and Power of attorney.

18/05/2022

We have woke to the news that UK inflation hits 9% this morning!! We have recently received several telephone calls from clients worried about a potential recession.
If you need assistance in budget planning due to increasing household bills or have concerns about poor performing cash savings then please contact us. We offer a free initial consultation that can be arranged via zoom, by visiting our Orbit Centre offices or in the comfort of your home. 01443 694944 / [email protected]

Financial planning
Savings and Investment advice
Retirement planning and Pension Reviews
Mortgages and Debt Elimination
Life assurance
Wills, trusts and Powers of Attorney.
Tax planning / Inheritance Tax

16/10/2020

In a challenging year for us all, it is great to hear today some good news for a change with both of our experienced mortgage advisers Bev Lynam and Adele Jones passing their level 4 Financial Adviser exams. Amazing news and brilliant that we now have two more fully Qualified Independent Financial Advisers on board. congratulations Both 🙌🙌

06/07/2020

We are pleased to announce that our offices based at the Orbit Centre are now back open to the public, and there are full social distance measures in place.

For those who require face to face Independent financial advice then please get in touch:

Life Protection
Income Protection
Mortgages
Savings and investments
Pension reviews and retirement planning

01443 694944
Email: [email protected]

We continue to offer appointments over the telephone or through zoom, Skype etc.

“Your Vision is our Goal”

24/06/2020

We hope this post finds you safe and well. With interest rates continuing to be at historic lows this is a great for mortgage borrowers but real bad news for savers.

This week we have worked on mortgage deals for clients being offered 5 year fixed rates at just 1.67% which are amazing rates.

Equally we’ve had phone calls from savers particularly children’s savings plans with interest rates reducing from what was good at 3% to now being under 1%.

If you would like independent financial advice on current mortgage deals, or advice on getting your savings to potentially work harder then please get in touch.

Office number 01443 694944
Mobile 07971 479114

Email: [email protected]

30/03/2020

For those who are Home schooling who would like to teach your Children basic principles of Financial Planning please get in touch as we have some great material that we can provide free of charge. Source: New Model Business Academy- A Young Persons Guide To Money (Typically for Children aged 12-18)

Email: [email protected]
Mobile: 07971 479114

Please Share and Stay Safe

30/03/2020

Hi All hope you are safe and well! Due to the recent Corona virus outbreak our offices remain closed until further notice. However, we can continue to assist people via the telephone, through face-time or Skype etc. Our priority at this time is simply making ourselves available to help anyone who requires advice or general assistance in relation to any financial needs or concerns that they have. e.g. Budget planning, Pensions or Investments that have been affected by the recent Stock market conditions etc. If you have any question in relation to Life assurance, Protecting Income, Mortgages/Debt, or making a Will then please get in touch:

[email protected]
Mobile: 07971 479114

Please share and stay safe thank you!

02/01/2020

Wishing everyone a happy new year, and hope 2020 is a great one for you all. We are now taking appointments for next week (Monday 6th January onwards) that can take place at our new offices in the Orbit Centre, Merthyr Tydfil. Alternatively, appointments can take place in the comfort of your own home. We are fully independent advisers and our areas of expertise cover:

Life protection
Income Protection
mortgages
Pensions and Retirement Planning.
Savings and Investments
Wills and Power of Attorney

Why not contact us today 01443 694944 or by email: [email protected].

“ Your Vision is Our Goal “

28/11/2019

We are moving office Premises. Tomorrow is our last working day at the Venture Wales Offices In Pentrebach. We are relocating to offices at the Orbit Business Centre, Rhydycar Business Park, Merthyr Tydfil, CF48 1DL. Our telephone number remains the same 01443 694944. Please spread the word thank you!

12/09/2019

We are delighted to welcome Lisa Gibbs to our local team of advisers. Lisa is a fully qualified independent financial adviser that can assist you in all of your life protection, savings, investment and pension needs. She is also an experienced will writer and estate planner. Why not give her a ring today on 01443 694944 for a free initial consultation.

Address

Merthyr Tydfil
CF481DL

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

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