Vision Independent Financial Planning

Independent Financial Adviser  Vision Independent Financial Planning, Hampshire, Southampton, SO31 7EH
First meeting at adviser's own cost
Chartered Financial Planner specialising in Defined Benefit/Final Salary Pensions, IHT Planning & Investment Planning & Management
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
EEA
check
Rest of world
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 26th July 2021
Meet our advisers
MR Peter Williamson ACII CERT PFS
Chartered Financial Planner

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

Accreditations
Chartered Financial Planner
About us

Vision Wealth was set up in 2011 by Peter Williamson after spending 26 years in financial services looking after high net worth clients to specialise in the aforementioned areas.

Peter is a Chartered Financial Planner with advanced qualifications in Pensions, Investment Management & Long Term Care Planning.

Peter is authorised by the FCA as a Pension Transfer Specialist and qualified to provide Final Salary/Defined Benefit pension advice.

Peter works with a number of IFA's within the Vision Network providing Defined benefit pension advice and reports, and is considered an expert in this field.

Our services

We are specialists in Defined Benefit Schemes and Pension Sharing Orders.

Advice in this area is provided by Peter Williamson who is a registered Pension Transfer Specialist. This type of work is not outsourced to any 3rd party company, and is all completed in house.

Where to find us
Head office address: Vision Independent Financial Planning, 180G Bridge Road, Sarisbury Green, Hampshire, Southampton, SO31 7EH
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 26th July 2021

Similar advisers near you

Independent Financial Adviser 0.96 mi
Having worked in the financial services industry for many years, we have come to appreciate the different and wide ranging needs of our clients. We recognise that our success depends on the service we provide for our clients and the reputation we enjoy.
 
Independent Financial Adviser 0.97 mi
Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
 
Independent Financial Adviser 1.08 mi
We specialise in helping Pre Retirement Clients and really understand the challenges and issues you face as you approach retirement.
 
Independent Financial Adviser 1.49 mi
An IFA practice focusing on you, the client. We take pride in helping you achieve your financial goals. Our promise is to deliver our advice bespoke to your individual need. 90% of our client base is from referrals, a fact we are very proud of.