Month: December 2019

Market Review November 2019

Equities continued to rally in November – a relatively consistent feature of markets in 2019, despite the multitude of geopolitical risks that investors have faced this year...

/ 13th December 2019

November Team News

Hello everyone! My last staff blog of 2019… where has the year gone?! There has been three exam passes within the Vizion Wealth team! James passed AF1 (Personal Tax and Trust Planning) and is now another step closer to his chartered adviser status. James and I also passed J10 (Discretionary Investment Management) which gave us a high level of understanding of the discretionary fund management service...

/ 11th December 2019

A Long Life Needs a Smart Retirement Plan

Your 50s are a crunch time when saving for your retirement. If you’ve already set a retirement savings target but have been neglecting it, you probably can’t afford to delay your planning any longer – and it could well be time for a careful review...

/ 4th December 2019