Vision Independent Financial Planning Ltd
Expert financial advice
1 Cruikshank Lea, College Town, Sandhurst, GU47 0FX Directionshttps://www.yell.com/biz/vision-independent-financial-planning-ltd-sandhurst-9074872/#view=map
Why Choose Us?
Independent advice that is clear and takes your needs into account with a professional yet personal approach.
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!
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.
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.
Products & Services
INDEPENDENT FINANCIAL ADVISERS
Income Protection Insurance
Life Assurance and Pension Companies