Vision Financial Advisers

Independent Financial Adviser  Venture Wales Ltd, Troed y rhiw, Merthyr tydfil, CF48 4DR
First meeting at adviser's own cost
22 years experience within the financial industry offering advice based on all areas of financial planning.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Bad credit
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Buy my next home
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Buy to let
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Buying first home
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Buying overseas
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Lee Prosser
Director
About us

Independent Financial planner offering full holistic financial planning in the comfort of your own home or at our office. We offer a free initial consultation, when we will meet with you and listen to your objectives. Our Vision is your Goal!

Our services

We strive to offer good honest and professional advice at all times, and are committed to provide a first class level of customer service

Where to find us
Head office address: Venture Wales Ltd, Merthyr Tydfil Industrial Park, Pentrebach, Mid Glamorgan, Merthyr Tydfil, CF48 4DR
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020

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