Achieve and protect the lifestyle you have in mind
At Vision, we are a nation-wide dynamic and established network of quality advisers, dedicated to providing exceptional financial planning services to high net worth clients. With a truly independent proposition, we offer an outstanding service, achievable through our industry-recognised 'Best Advice Network'. Our team of experienced financial advisers work closely with clients to provide tailored advice, focusing on all aspects of wealth management, lending requirements, protection needs, and specialist financial planning.
Our Vision
We are a progressive and forward-thinking company, committed to providing our clients with the confidence and support they need for financial planning peace of mind. Our independence allows us to offer unbiased advice, free from any external influences. We believe that wealth planning is personal and requires a tailored approach, taking into account each client's unique aspirations and goals. Our aim is to provide the ideal environment for our clients to achieve and protect the lifestyle they have in mind.
Our Services
We offer a comprehensive range of services, including investments, pensions, protection, and mortgage referrals. Our team of expert financial advisers work closely with clients to understand their individual needs, providing transparent and tailored advice to help them achieve their financial goals. We also offer bespoke technology solutions, including our Vision Investment Portal, which provides access to some of the most trusted investment providers. Additionally, our Vision Adviser Review Service (VARS) helps to streamline the financial advice process, allowing our advisers to focus on writing new business and reaching their goals.
Our Values
At Vision, we are committed to treating our clients fairly and with respect. We believe in building long-term relationships, based on trust, integrity, and transparency. Our team of highly experienced and professional financial advisers are dedicated to providing exceptional service, tailored to each client's unique needs. We are proud to be an award-winning business, driven by a passion for excellence and a commitment to professionalism.
Overall Experience
The reviews suggest that the company's service and reputation have been mixed, with some customers having negative experiences while others have had positive ones.
Negative Reviews
Multiple reviewers have expressed dissatisfaction with the company's service, citing issues with lost funds, lack of transparency, and poor communication. One reviewer, Daniel Hayter, warns others to "Avoid" the company based on his experience with a wealth advisor in their network. Brett Jackson also expresses frustration with the company's handling of his account, stating that he was promised immediate action but did not receive it, leading to further financial losses.
Positive Reviews
On the other hand, two customers have shared their positive experiences with the company. Magda Ramsay praises Andy Kearney, a wealth advisor in the company's network, for his exceptional service, great advice, and friendly approach. Phil Murphy recommends the company, stating that it is the best place to go for financial advice and service, citing the great business, staff, and service.
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