As we reach the final month of 2021, we are all very grateful to have kept safe and well during this turbulent year and hope that all of our clients are able to relax and enjoy these next few weeks leading up to Christmas. We also have some exciting and bittersweet news to share with you all.
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...
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.
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.
We recently announced in our November team news blog that having successfully passed his ER1: Equity Release exam, our very own Financial Planner James Blackham has now obtained the final credits required to achieve the coveted Chartered Financial Planner status. So, it is with great pride, we congratulate James as he becomes one of the new breed of young Chartered Financial Planners in the UK.
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.
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.
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.
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.
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.
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...
Vizion Wealth are pleased to announce the promotion of James Blackham to the position of Partner within the firm. James originally joined Vizion Wealth from university as an Economics graduate and during his time at Vizion Wealth he has progressed through a wide range of roles as an IFA administrator, paraplanner, investment manager and now as a fully qualified and experienced independent financial adviser.
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!
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).