All posts by Jess Dave

Jess Dave | Wealth Management Paraplanner at Vizion Wealth LLP

Autumn Team News

Hello autumn! What a beautiful start to September we had and alas, the rain and wind starts to become more frequent and soon enough, we’ll all be scraping the frost off our cars in the mornings (as long as we have some fuel that is!)

/ 5th October 2021

August Team News

The summer is in full swing with beautiful rays of sunshine (as well as unexpected streaks of heavy rain?!). The team at Vizion Wealth are making the most of our summer days and have had a fun-filled few months, as well as working hard in the office of course! The partners decided to treat the team to day out at Edgbaston Cricket Ground watching the England vs. Pakistan match – we were extremely lucky with the weather and England’s performance was spectacular...

/ 6th August 2021

May Team News

With the success of the vaccination programme, shops and restaurants have begun to re-open and outdoor activities are in full swing; life is looking a little brighter. Over the last couple of months, the team has celebrated a big birthday, a new member of staff and the end of the 2020/21 tax year! It has been nice making a slow return to the office with a Covid-friendly staff rota, and regular lateral-flow testing.

/ 21st May 2021

February Team News: Our Spotify Playlist

It feels a little late to say it, and doesn’t seem like much has changed in the world – but nonetheless, Happy New Year to all of our clients from everyone at Vizion Wealth! There is more positivity going forward now with our brilliant vaccine roll-out, so props to the NHS for making this happen! The end is nigh.

/ 19th February 2021

December Team News

The infamous year of 2020 is finally coming to an end – what a tough one it has been. I’m sure each and every one of us are tired of the words ‘pandemic,’ ‘covid,’ and ‘lockdown’, so let us try to make the last few weeks of 2020 as positive as possible, with hope for a better year in 2021.

/ 20th December 2020

November Team News

As we find ourselves in another national Lockdown, we are collectively trying to remain as positive as possible that things can get back to a new-normal in 2021; although, having adjusted to working from home life for many of us, it brings its own benefits that we can continue to enjoy in the meantime.

/ 12th November 2020

September Team News

As more COVID guidelines come into place, it is becoming increasingly difficult for people to organise group activities, make plans with family and friends, and enjoy any type of social events. Our Vizion Wealth team building outing of clay pigeon shooting has unfortunately been postponed due to the rule of six prohibiting all the staff from getting together.

/ 5th October 2020

August Team News

As we try to get back to a level of normality, the staff at Vizion Wealth have been trying to make the most of the post-lock down summer, whilst also adhering to the government safety guidelines in and out of the working environment.

/ 12th August 2020

April Team News

Firstly, I would like to wish you all a Happy New Tax Year! Although it may not be the start of the new year that we were all expecting to have, the staff at Vizion Wealth have smoothly adjusted to virtual working and have been keeping as busy as ever with closing off 2019/20 and preparing for the new tax year.

/ 22nd April 2020

January Team News

Alas, January is over and we enter the shortest month of the year. So far in February we’ve had Storm Ciara and Storm Dennis… god knows who else is coming for us! Let’s hope the depletion of our ozone layer enters a period of recovery and our wonderful politicians of the world aid us in combatting the issue of global warming. I hope you have all managed to safe during the turbulent weather conditions.

/ 18th February 2020

December Team News

Hello everyone and Happy New Year! I hope you all had a lovely Christmas break with your family and friends. The Vizion Wealth staff have enjoyed our time off and are now back to work and ready for a good year!

/ 17th January 2020

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

October Team News

Mid-November means it’s acceptable to play Christmas songs, right?! Whether you love it or hate it, it’s unavoidable, so we might as well just accept it and get involved!

/ 14th November 2019

Team News: Autumn is here!

Autumn is upon us! The best time of year is when those autumnal colours start appearing, you start ramping up the heating (the biggest source of arguments in my household) and enjoying pumpkin spice lattes...

/ 16th October 2019

Team News: Stepping into Autumn

Stepping into Autumn, the Vizion Wealth team are as busy as ever. As well as preparing for our client meetings and keeping an eye on the markets; we’ve had a new addition to the team, an exam pass, and a new partner of the firm on board!

/ 5th September 2019

June Antics in the VW Office – Glasto, Isle of Wight, City Breaks & More

In June, the Vizion Wealth team (and I’m sure everybody else in the country) had a chance to appreciate the miraculous sunshine we’ve had over the last few weeks! We have all been working very hard and some of the team also had the chance to enjoy some time out of the office. Thanks to the Vizion Wealth partners, the highlight was spending a team building day at Alton Towers! I must say, I think we were all most impressed by the Smiler rollercoaster (apart from Corinne who suffered one minor incident after the ride).

/ 9th July 2019

Team News: Working Hard and Playing Hard…

As you know from last month’s blog, our advisers Andrew and James went cycling around France to help raise money for the Milton Keynes Rugby Club and the Aspire charity. I am pleased (and surprised) to report there were no injuries, and everything went smoothly. Even though they found it hard work, the team mentality and group spirit got them through the days, and they were able to reward themselves with a few beers and glasses of wine on the way...

/ 10th June 2019

Team News: Relaxing Breaks, the Inca Trail and Next Stop Ibiza…

May is now upon us, which means summer is around the corner! April was a busy and exciting month for the Vizion Wealth staff.Corinne and her husband, Howie, had a well-deserved and relaxing break up north. They visited Bamburgh in Northumberland and then went to visit Edinburgh for a few nights. They saw some beautiful sights in the Farne Islands including nesting Hardy Puffins, and even spotted some dolphins on the boat ride back...

/ 7th May 2019

Team News: Lots going on for the New Financial Year!

The end of the tax-year is now one week away, so that only means one thing for anyone in the financial industry… carnage. But of course, here at Vizion we are most definitely keeping things calm and collected 😉 Exciting news on the investment side of things, Vizion Wealth now have a Discretionary license! Therefore, in the next coming months we will be rolling out our new discretionary management service so watch this space.

/ 2nd April 2019

Team News: Wedding Planning, Charity Fundraising and a feature in The Times!

The shortest month of the year is now over, and we’ve been lucky enough to have some wonderfully sunny days! (Some would say lucky, some would say global warming crisis…) Vizion Wealth appeared in The Times this month, as one of VouchedFor’s UK top rated financial advisory firms with both Andrew and James appearing at top rated advisers...

/ 22nd February 2019