Category: Team News
September Team News 2024
In our last blog we explained that Joe was leaving us for a new life in Canada with his girlfriend, we gave him a good send off, which included, team building clay pigeon shooting, dinner in a country pub and of course the mandatory send-off drinks. He’ll be much missed and we wish him all the best in his future adventures.
June Team News 2024
Welcome to June's Team News. Now we are approaching Summer, we're all hoping to experience some sunshine at long last! So, what is new with our Vizion Team?
April Team News
The Vizion Wealth team has had a very busy first quarter. Tax-Year End is always a very busy time for us and we love that it gives us a chance to catch up with our clients and assist them with year-end planning.
Vizion Wealth named one of the UK’s Top Rated Firms 2024
We're thrilled to announce that Vizion Wealth has been named one of the UK’s Top Rated Firms 2024 by VouchedFor. This recognition highlights our dedication to providing our clients with the highest quality financial advice and support.
Winter Team News – Spring has sprung!
The team at Vizion Wealth would like to wish everyone a Happy New Tax Year! I’m sure you can imagine; we have had a very busy couple of months and are glad to be seeing a little bit of sunshine, the lighter evenings and the cherry blossoms starting to open.
Winter Team News – Spring is round the corner!
The Vizion Wealth team have had a busy start to the year with lots to keep us busy in the office, some exams passes and also some exciting trips!
November Team News – Winter Draws Near
Firstly, we would like to welcome our new team member, Tara Wright, who has joined as a Senior Administrator and Back Office Manager. Tara’s employment background has always been within Independent Financial Advice and she is very passionate about providing excellent client service. In her spare time, Tara enjoys going to the gym, taking her cockapoo Lola on long walks with her husband and she is also a sports fan – particularly the F1!
Summer Team News – Summer is here!
The staff at Vizion Wealth have been enjoying the summer sun and making the most of the lighter evenings. There has been wedding celebrations, birthdays, exam passes and trips away!
Summer Team News – Summer is here!
Summer time is most certainly here with some great weather in July! The Vizion Wealth team have been enjoying the summer months with lots of fun activities (and working / studying hard of course!)
Listed in the Sunday Times’ Guide of the UK’s Top Rated Financial Advisers…Again!
We are so proud to have both Andrew Flowers and James Blackham included in The Times as one of the most popular financial advice firms, according to VouchedFor for yet another year. The rating site released its list of financial advisers who qualified for its 2022 Guide To The UK’s Top Rated Financial Advisers by receiving the highest number of positive reviews from their clients. At a time where demand for advice is growing, but consumers don’t always know where to turn, the aim of the guide is to shine a light on those advisers delivering consistently great outcomes for...
Spring Team News
With Spring in full swing, we want to wish you all a happy new tax year! The team at Vizion have been very busy over the last few months and we are excited to share our staff news with you.
Christmas Team News
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.
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!)
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...
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.
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.
The Gold Standard
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.
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.
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.