August Team News
Hello and a very warm welcome to the Vizion Wealth Team News. We hope you have all managed to enjoy some of the recent lovely weather, and maybe have some exciting summer holidays to look forward to.
We have had a busy year so far, and took some time out to have some team building at Go Ape in Woburn. It was an afternoon filled with heights, climbs, zip wires and lots of laughter, particularly at Sam Williams, dangling in the air with his leg stuck through a hoop and being left with no option but to remove his shoe to get his leg out (picture below). The activity was a great success and we all absolutely loved it. We went to a local pub after for a much-needed meal and drink.
Sam Williams – minus one shoe and at this point, fearing for his life.
Tean – double checking he is actually clipped in!
VW team – completed, tired, dirty, but happy.
A very big congratulations to Hannah who has recently sat and passed her first CII Exam – R01, Financial Services and Regulation – we are all very proud of Hannah and look forward to sharing with you her future exam passes as she works toward her Diploma. While studying for her exam, she also managed to squeeze in running a marathon and completing a half Ironman, a truly impressive achievement!
There are a few staff members currently studying, watch this space for further updates.
It is time for our next staff spotlight – Samantha Garrett – otherwise known as our Review Meeting Co-Ordinator and excel spreadsheet wizard. Click here to read Samantha’s staff spotlight!
Andrew recently completed his Ring of Fire charity bike ride – 4 days of cycling 90 miles per day, followed by a further 210 miles in 1 day the following weekend (yes, really!) participating in the Chase the Sun South, a sunrise start that must be completed by Sunset. They managed to complete this with time to spare and were part of a group that has raised over £60,000 for a number of very worthwhile charities on the rides, including Willen Hospice, MND, Cardiac Risk in the Young and the MK Rugby Club.
Lots of you contributed to this amazing cause, so thank you for your generosity, but if you didn’t and you would like to donate the link is https://localgiving.org/fundraising/flowersandco560
Here are some pics of the rides;
We hope you all enjoy the rest of the summer and as always, the team are here to assist you so please feel free to reach out.
Who are Vizion Wealth?
Our approach to financial planning is simple, our clients are our number one priority and we ensure all our advice, strategies and services are tailored to the specific individual to best meet their longer term financial goals and aspirations. We understand that everyone is unique. We understand that wealth means different things to different people and each client will require a different strategy to build wealth, use and enjoy it during their lifetimes and to protect it for family and loved ones in the future.
All of us at Vizion Wealth are committed to our client’s financial success and would like to have an opportunity to review your individual wealth goals. To find out more, get in touch with us – we very much look forward to hearing from you.
The information contained in this article is intended solely for information purposes only and does not constitute advice. While every attempt has been made to ensure that the information contained on this article has been obtained from reliable sources, Vizion Wealth is not responsible for any errors or omissions. In no event will Vizion Wealth be liable to the reader or anyone else for any decision made or action taken in reliance on the information provided in this article.
