Vision West & Wales

Independent Financial Adviser  Pure Offices, Weston Super Mare, BS22 7SB
First meeting at adviser's own cost
We provide independent-financial advice to people living in the South-West and Wales, who are close to, at or past retirement.
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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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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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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Critical illness
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Income protection insurance
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Life 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
Response rating
10/10
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FCA authorised
Last authorised 19th October 2020
Meet our advisers
Kevin Iles
Independent Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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

This examination assesses a knowledge and understanding of financial protection plans.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

Mark Barden
Independent Financial Planner

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.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

What our clients say
Mark was recommended by a colleague and I would have no hesitation in doing likewise. On first meeting, he is personable, polite and professional. He is patient asking the correct questions without making you feel unsure or uncomfortable. My partner has recently lost her husband and when we emailed Mark to ask if he could recommend anyone from Vision in the Portsmouth area, he immediately offered to go himself and see her.
LC, Honiton, Devon
We needed help to understand and navigate our way through the complexities of the various offers available for investment and pensions. Kevin understood our needs and tailored his advice accordingly. His fact finds are always detailed and his advice pertinent. Over the last 15 years Kevin's understanding of us and our needs has deepened. We are very confident with the safe, yet profitable outcomes, from Kevin's advice. We are now moving towards detailed estate planning.
GK, Bristol
Mark has a good in-depth knowledge of his subject and is able to communicate this in a friendly and approachable manner.
Mark, Portishead
Kevin has been our IFA since the days of the Co-Op bank. We are delighted that he has now found a home that meets his professional and ethical standards and look forward to benefitting from his advice in the future, as we have in the past.
RC, Exeter
Kevin is able to create a welcoming, comfortable atmosphere. Listens attentively to update his knowledge of our changing circumstances and plans for the future. Willing to explain financial products and options, adapting to our different levels of understanding as appropriate. Friendly with a good sense of humour.
PC, Budleigh Salterton
About us

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.

Our services

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!

Where to find us
Head office address: Pure Offices, Pastures Avenue, St, Georges, Weston Super Mare, BS22 7SB
Preferred clients
Minimum wealth (income/assets)
£500,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face
Response rating
10/10
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FCA authorised
Last authorised 19th October 2020

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