Vision West & Wales

Independent Financial Adviser  Pure Offices, Weston Super Mare, BS22 7SB
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FCA authorised
Last authorised 13th September 2021
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
Meet our advisers
MR Kevin Iles
Independent Financial Planner
MR Mark Barden
Independent Financial Planner
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!

Preferred clients
Minimum wealth (income/assets)
£500,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face

Pure Offices, Pastures Avenue, St, Georges, Weston Super Mare, BS22 7SB

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