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The Forgotten Lessons
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With over 60 years experience at Vision Independent Financial Advisors, you can have peace of mind that we will provide the right advice, support and guidance when planning your future. We understand the importance of good financial planning and have a wealth of experience to advise you across many aspects of financial services. At Vision, our advice is always tailored around the individual and we will recommend products and services from the whole of the available market. We are not restricted to a limited range of products and providers, we are truly independent! Our advisers will work with you every step of the way to deliver the right plan for you, in line with your circumstances, objectives, and level of risk.
E U
a month ago
I would recommend Vision IFAS to those wanting to secure their financial future with confidence and security. Before acquiring their services, I was overwhelmed and insecure at the thought of the organisation of my finances and the future of my pension and other investments. David has helped me gain both a working knowledge and the confidence to understand investments and how to get the best out of them. I now feel secure and in total control over my financial future and can even make plans without fear of what's to come, economically and personally. David helps you to map out what your individual financial needs are and how to achieve them with ease. Vision are with you every step of the way and I'm very happy with the service I have received so far. Thanks David and Amanda!
Carrie Hilton
2 weeks ago
I decided we needed a Financial Adviser as I wanted to ensure the funds we had were earmarked accordingly but didn't understand what to do without help. I wanted a fairly local Adviser as I don't travel far and wanted to be able to see them easily should I need to. After viewing local companies I came across Vision Independent Financial Advisers. The information on their website used Layman's terms, contrary to other companies i'd viewed and having seen the team on there, I soon realised they were relatable and swiftly made contact. From my initial call I was reassured that they would help work with us to achieve our goals. David talked through everything with us and we all worked together to make sure we were happy with the decisions we had made. I feel happy now and confident that we are in safe hands. I look forward to working with Vision Independent Financial Advisors for many years to come. I feel very lucky that I know we made the right choice with this company and will continue to recommend David, especially if you're looking for someone who is professional, yet personable.
Wendy Summerscales
3 months ago
We were exploring the minefield that is retirement planning and realised that the best way forward was to consult a finical advisor. Having seen Vision IFAs online, we decided to give them a call. From the very first contact we found that dealing with David was a pleasure. He is friendly, professional and is a fountain of knowledge. We had no hesitation in letting him and his business handle our affairs. We feel reassured that we are in the best possible hands and that the investments we have agreed will maximise our returns. I would not hesitate to recommend them, so if you are considering an advisor, look no further than Vision
Andrea Saville
8 months ago
I/we had very little knowledge of how pensions worked and never saw ourselves being able to retire until I/we met David, and in a space of a few months of collating our finances I/we realised that yes I/we can retire and have the same lifestyle without working! David quickly put us at ease and explained everything in terms we understood. In turn we trusted him to sort our our next chapter of which he did/does a fantastic job and he will continue to be our guiding light for many years to come. David contacted all our pension departments and has now optimised our finances to get the best future for us. Please do not hesitate if you need any financial advice, don't delay call David now - He is the best!!!! To summarise we have had an amazing experience long may it continue.
Stramaa disclaimer
While Stramaa endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the advisor 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 advisor is regulated, you can contact the relevant regulatory body.
5 out of 5
22 reviews
Vision Independent Financial Advisors is a family firm with over 60 years of experience providing independent financial advice. They offer tailored financial planning services including retirement planning, investment planning, protection planning, and wealth management. Vision is committed to providing transparent, jargon-free advice and a dedicated personal adviser for all your financial planning needs.
Services
44 Briestfield Road, Dewsbury, Yorkshire, WF12 0PW, UNITED KINGDOM
FCA No.
448680
Companies House No.05694500