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Vizion Wealth LLP

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Vizion Wealth LLP

With our financial expertise and use of modern technology we are able to provide clients with a wide range of advice covering retirement, investment, inheritance tax and protection planning while ensuring they form part of a longer term cohesive financial plan that will be regularly reviewed and adapted to meet changing circumstances. Our service offering includes:

Retirement Planning
Savings & I

nvestments
Protection Planning
Wealth Management
Inheritance Tax Planning
Investment Advice
Personal Planning
Business Protection Planning
Business Retirement Planning

All of us at Vizion Wealth are committed to our client’s financial success and would like to have an opportunity to review your individual wealth goals. To find out more, get in touch with us – we very much look forward to hearing from you. Vizion Wealth LLP, 16 London House, Swinfen’s Yard, High Street, Stony Stratford, Milton Keynes, MK11 1SY. Telephone: 01908 920043. 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.

© 2016. Vizion Wealth LLP

14/11/2024

It is with great pride to announce we've been selected for Citywire's New Model Adviser’s Top 100 advisory firms for 2024. This is an annual survey of the UK based IFAs and it judged by metrics set by AKG and an independent panel. This combined with our Vouchedfor Top Rated Firm award makes me incredibly proud of the advice and service we provide to our clients and our amazing team that delivers everyday. Kudos to the Vizion team, VouchedFor & Citywire

23/09/2024

Market update: Central bank Pivot 2.0: https://buff.ly/4gxzhX3

Markets welcomed the rate cut in America, and with the UK set to cut again these central banks look to be on the right policy track, unlike China, where problems mount.

16/09/2024

Market update: Market fears fading: https://buff.ly/47u39zu

Continued resilience of the US economy calmed markets, but nervousness remains if the big central banks get their PR messaging around further interest rate cuts wrong.

09/09/2024

Market update: Nervous markets ahead of second pivot: https://buff.ly/3Tn4vpM

Investors briefly lost their nerve again with September set to confirm, or upset, various expectations.

02/09/2024

Market update: Balancing acts: https://buff.ly/3AWsPsc

While markets appeared to go sideways, underneath the surface there has actually been a remarkable change in dynamics.

27/08/2024

Market update: Late Summer heatwave: https://buff.ly/4g3EllA

Equity and bond markets got hotter earlier last week. Jerome Powell all but confirms the start of rate cuts, but the US dollar is no longer a beneficiary.

19/08/2024

Market update: Tornado rather than hurricane: https://buff.ly/3YVHFtf

The market storm calmed as quickly as it broke and leaves us wondering what we may learn from this storm that never was.

12/08/2024

Market update: Market correction turns into pothole: https://buff.ly/3YDmT15

Extreme volatility rattled markets last week – where did it come from and does it change the medium term outlook?

05/08/2024

Market update: Central bank week: https://buff.ly/4d7TAs8

Interest rate policy reflects the differing, yet interconnected, pressures within leading global economies, while signs of a softer US economy make investors impatient for Fed cuts.

29/07/2024

Market update: Don’t fear the rebalance: https://buff.ly/4fqnLfq

Investors moving capital from Mag7 for smaller companies makes for bumpy markets, but a shift towards general bearishness is misplaced.

23/07/2024

Exciting news!

Our Chartered and Independent Financial Adviser, Tean Hatt, has made it to the front page of the Money Section in The Times!

The featured story highlights state pension underpayments affecting thousands of UK widows due to historical errors in national insurance contributions. Recently, after securing an £80,000 award for Mrs. M last month, Tean also helped secure her own £23,000 back payment from the DWP. This recognition underscores the importance of diligence in client dealings and the significant impact that informed, thoughtful financial guidance can have on an individual’s life.

For more information about how Vizion Wealth can assist with your financial needs or to schedule a consultation with one of our advisers, please get in contact with us.

You can read the full article here: https://buff.ly/3Sel5I8

22/07/2024

We're absolutely thrilled to announce that our Chartered and Independent Financial Adviser, Tean Hatt, has been featured on the front page of The Times Money Section!

The article highlights the significant issue of state pension underpayments impacting widows due to gaps in national insurance records. Recently, after securing an £80,000 award for Mrs. M last month, Tean has also helped Mrs. M secure her own £23,000 back payment from the DWP. This accolade reflects our dedication to providing top-notch financial advice. Thank you to all our clients for your trust and support!

Read more about the complexities of state pension underpayments and Tean’s feature here:
https://buff.ly/3Sel5I8

Address

16 London House, Swinfen's Yard, High Street, Stony Stratford
Milton Keynes
MK111

Opening Hours

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

Telephone

+441908920043

Website

https://www.vizionwealth.co.uk/

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