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.

Given the terrible year that has been inflicted on all parts of society, the partners of Vizion Wealth have decided to utilise the annual Christmas party budget to provide each member of staff with a charitable gift voucher which they can donate to a charity of their choosing. We hope that with each of our donations, it brings a smile to someone who may need it, and it helps towards a cause that is personal to each of us.

Of course, we managed an end of year staff call on MS Teams where Andrew won best dressed with his (slightly sinister) version of Santa! We were in agreement that he should grow a beard like this for real; although, he may not get the pristine curls as the beard-wig has. Andrew may be slightly disconcerted if I share the photo – but hey it’s Christmas and we all need cheering up!

I am very grateful for the thoughtfulness of my colleagues, as I received a lovely surprise during the call. Everyone had kindly contributed to a wedding gift for Terrence and I, as we are getting formally married this week with a very low-key ceremony. We still have hope that we can proceed with our Indian wedding in Goa next year!

If all goes well, 2021 may be significant for many of us. The year will see Corinne move into a new home, Sam and Rachel to get married, Rob transition into an advisory role and Faith being able to finally get back to Majorca to visit her best friend. Vizion Wealth have already planned a much needed staff social for the summer, one being the ENGLAND vs PAKISTAN cricket match in the wonderful Edgbaston ground (cricket fans will know the one!).

From all the staff at Vizion Wealth, we hope you stay safe and have a Merry Christmas and a Happy New Year x

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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