Vision Independent Financial Planning Ltd

Expert financial advice

1 Cruikshank Lea, College Town, Sandhurst, GU47 0FX Directions

Tel 07722 824530
   Now closed Open today 09:00 - 17:00

Why Choose Us?

First Class Service
Years of Experience
Enviable Reputation

Business overview

Independent advice that is clear and takes your needs into account with a professional yet personal approach.

About us

With over 26 years of experience, we have enjoyed building strong, long term relationships with all our clients. We believe that trust and honesty are the key to providing quality advice.

Most of our new clients are referred to us by existing clients and professional contacts. This is a result, of the service we provide!

We are totally independent, so able to choose the products and services that are right for you. In most cases, our clients also will have an investment manager who will also work alongside us so that your investments are actively managed and not reactive to the markets, which is so important.

A totally professional, yet personal approach!

Our services

Whether you are looking for advice on investing a lump sum to increase your wealth, on accessing your pension, under the new Pension Freedoms, how to invest your inheritance or how to protect your family against the financial impact of an illness or death, we would be delighted to help you. Our key strength is being able to provide bespoke advice on complex areas such as pensions in a simple straightforward manner.

Then as well as helping clients increase their wealth, we can also help you to make use of your various tax allowances, such as ISAs and CGT.

Compliance

Vision House, Unit 6A Falmouth Business Park, Falmouth, Cornwall, TR11 4SZ. Tel:

Registered in England and Wales. Registration number 6650476

NPM Wealth Management Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA).

IHT Tax planning is not regulated by the FCA

Firm reference number 487395. This can be verified by visiting The Financial Services Register.

Photos

Image of Vision Independent Financial Planning Ltd

Products & Services

Financial Planning

INDEPENDENT FINANCIAL ADVISERS

Income Protection Insurance

Investments

Life Assurance and Pension Companies

Life Insurance

Pensions

Tax Planning

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