Christmas Team News: A very Merry Christmas to all!

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.

Our lovely Corinne, who has been a Senior Wealth Management Administrator at Vizion Wealth for over 4 years now, has decided to start a new life in Turkey and will therefore be leaving the company on 24th December. Corinne has contributed massively to the success of the business and has played a crucial role in our high standards of client servicing. We wish Corinne every happiness on the Mediterranean shores; she will be truly missed.

With Corinne’s departure, we would like to welcome a new member of staff, Jade Clewlow, to Vizion Wealth! Jade started in November as a part-time Wealth Management Administrator and has been undergoing detailed training sessions with Corinne. Jade is highly experienced in the Wealth Management sector and is keen to starting taking exams towards the Diploma in Regulated Financial Planning. Jade is the mother of a beautiful little lady, Amelia, and in her spare time she enjoys gliding down ski slopes!

We have also welcomed a familiar face to the company, Charlie Flowers, who has been working on a part-time basis at Vizion Wealth since September, when he’s not attending his Engineering course. Charlie, being Andrew’s son, has had much exposure to the Financial Services world and is particularly well-versed in modern history. Charlie has become a technical whiz on our CashCalc portal system and is learning how to build cash-flow forecasts for clients to assist with client meetings.

I am very pleased to share that one of our paraplanners, Sam, has recently passed his AF1 Personal Tax and Trusts Planning exam, which means he is another step towards achieving chartered status! This is a brilliant achievement for Sam and the company, as the technical expertise one can learn from this exam is invaluable and it is notoriously difficult to pass, so congratulations to him. Sam and Rachel are also looking forward to welcoming a new addition to their home in January, a puppy!

I am also delighted to share that I have recently been promoted to Business Manager & Senior Paraplanner. I have been really enjoying the new role and am excited to continue learning and developing.

Lastly, Terry has kindly collated our Vizion Wealth Winter and Christmas spotify playlists which we wanted to share with you all. The reasons we have chosen each song have been noted separately below.

Winter: https://open.spotify.com/playlist/2WhHOr74YoWvuzrx97GSxs?si=d69dbd5104fa4165

Christmas: https://open.spotify.com/playlist/2HDKvUzPezVagDhwATtruu?si=5d418a2bf38b46ac

Vizion Wealth would like to wish you all a very Merry Christmas and a Happy New Year!

From Jess x

 

Winter Playlist

Sam

Song Title: Bad Habits

Artist: Ed Sheeran

Reason: Such an earworm, can’t just listen to it once.

Jess

Song Title: Magenta Riddim

Artist: DJ Snake

Reason for the choice: I love the dancing in the music video!

Rob

Song Title: Friday (Dopamine Re-Edit)

Artist: Riton & Nightcrawlers feat Mustafa & Hypeman

Reason for the choice: My kids, wife and I dance to it in the kitchen whilst having dinner when I get home on a Friday night.

Terry

Song Title:  Metroland – Manhattan Clique Remix

Artist: Orchestral Manoeuvres In The Dark

Reason:  Lyrically a poetic contrast between the absurdity and beauty of the daily commute, overlaid upon an upbeat track that you just want to get up and dance to especially when making the dinner for my little ones.

Geraint 

Song Title: Love in Slow Motion

Artist: Ed Sheeran

Reason for the choice: The first song on my “Drive Home From Work” playlist at the moment

Corinne

Artist: Ewan McVicar

Song: Tell Me Something Good

Reason for the choice: With the party season nearly upon us this is one of my favourite current dance tracks.

James

Song Title: Pain feat. Snoop Dogg

Artist: De La Soul

Reason for the choice: If you like American hip hop, this is a truly chin lifting, thought provoking upbeat track suitable for any time of day.

Jade

Soft Spot – Piri & Tommy Villiers

Mel

Song Title: Easy On Me

Artist: Adele

Reason for the choice: She just has the most amazing voice.

Kim

Song Title: Get It On

Artist: Marc Bolan T Rex

Reason for the choice: Reminds me of my school days and the youth club!

Andrew

Song Title:  Radio Ga Ga

Artist: Queen

Reason for the choice: This could one of many songs by this band, but this gets regular play time in my house trying to educate my kids about a legendary band and to prepare them for their first Queen Concert (with Adam Lambert) in 2022

Christmas List 

Rob

Song Title: Step into Christmas

Artist: Elton John

Reason for the choice: Another family favourite

Terry

Song:  Happy Xmas (War is Over)

Artist: John Lennon

Reason for the choice:  Because it is John, but still poignant today as it was when it was released so it is tinged withs sadness.  However ‘war is over if you want it to be’.

Geraint & Corinne

Song Title: Last Christmas

Artist: Wham!

Reason for the choice: Great to sing along!

Reason for the choice:

The reason I have chosen this song is because it is nostalgic of my teenage years when I had a huge crush on George Michael and so sad that he passed away on Christmas Day.

Jess

Song Title: Let It Snow

Artist: Frank Sinatra

Reason for the choice: Sounds like Christmas!

Jade

Walking in a winter wonderland

Mel:

Song Title: Driving Home for Christmas

Artist: Chris Rea

Reason for the choice: Makes me feel completely Christmassy and a must when driving home for Christmas!!

Kim

Song Title: It’s beginning to look a lot like Christmas

Artist: Michael Buble

Reason for the choice: Looking forward to being with our family this Christmas

Andrew

Song Title: Fairytale of New York

Artist: The Pogues and Kirsty MacColl

Reason for the choice: A annual reminder of over 30 years of fond festive memories with one of my favourite female artists from the early 90s.

James

Song Title: Rockin’ Around The Christmas Tree

Artist: Brenda Lee

Reason for the choice: Classic Christmas fun paired with fond memories of Kevin, Marv, Harry and a Jordan cardboard cut-out!

Sam

Song Title: Underneath the Tree
Artist: Kelly Clarkson
Reason: Great groove, best modern Christmas song!

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.

DISCLAIMER:

INFORMATION IS BASED ON OUR CURRENT UNDERSTANDING OF TAXATION LEGISLATION AND REGULATIONS. ANY LEVELS AND BASES, OF AND RELIEFS FROM TAXATION, ARE SUBJECT TO CHANGE.

“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”.

Posted by Jess Dave

Jess Dave | Wealth Management Paraplanner at Vizion Wealth LLP

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