Pure Offices, Pastures Avenue, St, Georges, Weston Super Mare, BS22 7SBMake an enquiry
Welcome to Vision West & Wales.
We are independent financial planners, working with people in the South-West, and Wales who are:
* Planning for their retirement: Making the best of the arrangements you have already put in place, while building a plan to ensure you meet your retirement objectives. And, who knows, perhaps even helping you retire early
* Want to finish working now: Showing you how to arrange your pensions, savings and investments to ensure they provide you with the income you need for the rest of your life while being able to pass on a legacy when you die
* Have already retired: Reviewing the decisions you made when you retired and ensuring that the income you are currently taking from your pensions, savings and investments is sustainable and sufficient for your needs, while planning for the legacies you want to leave after your death
Financial planning should be all about you.
That means we will get to know you; the objectives you have for your money, retirement and family. We’ll then analyse the progress you have made to date, deal with your immediate financial problems and recommend a plan to get you where you want to be.
Listen: Before we can build a financial plan, or offer advice, we need to listen to what’s important to you, while understanding your goals and objectives
Expertise: Our advisers are highly qualified, with the expertise to solve your current financial problems and put a plan in place to meet your short, medium and long-term objectives
Plan: We’re more likely to achieve our objectives if we build a plan, then regularly check it to ensure it stays on track. That’s exactly what we do with our clients
Fun: Life shouldn’t be dull, we do everything with a smile on our face!
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it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.