Vizion Wealth LLP

Independent Financial Adviser  16 London House, Buckinghamshire, Milton Keynes, MK11 1SY
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FCA authorised
Last authorised 18th October 2021
Experienced Chartered Financial Planners providing expert investment, retirement, protection, inheritance tax and wealth management services to individuals,trustees and business owners.
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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Pensions transfer
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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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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Small business
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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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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Meet our advisers
MR Andrew Flowers BA(Hons), APFS, CFP
Chartered Financial Planner
MR James Blackham DipPFS
Financial Planner & Workplace Adviser
About us

Vizion Wealth LLP offer truly independent chartered financial planning and wealth management services to individual clients, trustees and business owners. With over 50 years of financial services experience in some of the leading advisory and wealth management firms in the UK, our vision is to provide high levels of financial expertise and exceptional ongoing personalised service combined with award winning wealth management tools to ensure we deliver robust strategies for you to meet your financial and life goals sooner than you think. We look to build close relationships with all our clients, ensuring we adapt to a client's changing position and objectives over time. We aim to become a client's trusted adviser and are ideally positioned to provide clients with a highly professional and personalised financial planning and wealth management service to meet your needs.

Our services

We're passionate about financial planning and listening to clients before acting. As a Vouchedfor UK Top 250 adviser, we would like to provide you with a free initial no obligation financial review to discuss your needs.

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

16 London House, Swinfens Yard, High Street, Stony Stratford, Buckinghamshire, Milton Keynes, MK11 1SY

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