Hello and a very warm welcome to the Vizion Wealth Team News, Christmas is now fast approaching and we hope you are all looking forward to the festive period. We hope you have also had time to recover from any shocks in the budget on 30th October.
We have some very exciting news to share with you all, Sam Williams, one of the Vizion Wealth Partners, and his wife Rachel, have recently welcomed a gorgeous baby boy, Callum to the world. We are thrilled for them and whilst we have only met Callum on teams so far, we are all looking forward to some baby cuddles in the near future. Here is our newest Vizion Wealth team member:
We are also delighted to share that we have made it into the Citywire New Model Adviser Top Advisory Firms 100 list for 2024, which we are over the moon about. This annual award celebrates the best firms within the UK professional financial planning community and is testament to the high level of service and advice we provide to clients, our ongoing commitment to continual development of staff and policies we have in place to always ensure best outcomes for clients.
This combined with the Vouchedfor Top Firm award makes us one of the few IFAs in the country to achieve both of these awards. Our amazing team at VW have made this possible, it’s testament to their hard work and dedication and of course our clients who are the ones that drive us in everything we do.
In October we had a team building day out to Thorpe Park. It was a really fun day, although Tean felt a bit off after the first roller coaster of the day so had to take some time out to recover!
We got on everything we wanted to, including the new highest rollercoaster in the UK, Hyperia, which was over so quickly I don’t think any of us knew what had happened, but we all loved it despite the following picture seemingly showing the complete opposite.
Someone had the bright idea of doing the log flume as our last ride of the day, we hadn’t really thought this through and it was a long journey home with soggy clothing all round.
We are all getting excited for Christmas and especially our Christmas party, which will be an Escape Room in London, followed by dinner at a Piano Bar, no doubt we will have some pictures to share with you in our next blog.
As always at this time of year the VW team would like to wish you and your family all a very Merry Christmas and thank you for keeping us all busy over the last year. It’s a pleasure working with all our clients and we look forward to working together and a prosperous new year in 2025.
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.
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.
