Hello and welcome to the Vizion Wealth Team News, we are approaching Summer and let’s all hope we get to experience some sunshine!

So, what is new with our Vizion Team?  We do have some exciting announcements, following two promotions within the firm:

Sam Williams has recently been promoted to Partner of Vizion Wealth LLP.  This is testament to his incredible work, unwavering commitment and value he continues to add to the business through the management of our discretionary investment service and the support he continues to provide to the whole business. Sam will continue to manage our discretionary portfolios and will take on additional partner responsibilities along with being part of the Vizion Wealth management team that will continue to develop, manage and grow Vizion Wealth in the future.

Tara Wright has also been promoted to the Vizion Wealth Management Team as the Vizion Wealth Business Manager. This reflects the seniority of her role within the business and the many operational, compliance, and management duties she fulfills. Tara has shown an amazing talent for multi-tasking and managing so many aspects of the business since joining in November 2022 and has a wealth of knowledge and experience in managing the back-office aspects.

L-R: Sam, Tara and Andrew

I am very much looking forward to working with Tara and Sam as we continue to grow and develop Vizion Wealth and the many services we provide to our clients.

Lots of you will have had dealings with Joseph, he is the man who drives our review process and ensures it all operates smoothly.  Exciting news for Joe, he is moving to Canada at the end of the summer, we are all so excited for him and his partner Liv, but obviously very sad to see him go, he is a much-valued member of our team and we wish him the very best of luck with his adventure.  We are currently recruiting for a replacement and will hopefully be able to update you on this in our next team blog.

As most of you are aware, I completed the Paris to London bike ride in May 2024, raising money for 3 charities – Willen Hospice, Cardiac Risk in the Young and MKRUFC Minis and Juniors.  We cycled 350 miles over 3 ½ days, it was a very tough ride at times for all riders but worth it to raise funds for these worthwhile charities, we even avoided the rain for the whole trip!   Thank you to everyone who donated, the current total raised for the event was over £70,000 of which the Vizion Wealth fundraising efforts raised over £3,000. A heartfelt thank you to all clients, staff, family, and friends who made it possible. https://localgiving.org/fundraising/flowersinfrance/.

Here are some pictures from the ride, starting off in Paris, a check-in at London, and then the grand welcome upon arrival back in Milton Keynes.

Aside from the above, it’s business as usual here at Vizion Wealth, with myself and Tean Hatt, a Chartered Financial Adviser who I met over 17 years ago at Hargreaves Lansdown, continuing to provide advice and support to all our clients.  Tean is a fantastic adviser with a wealth of experience and skills with over 25 years in the industry. If you have any friends, family, or colleagues who may benefit from our services, please feel free to make an introduction.

On a final note, we are happy to be sponsoring the Stony Stratford Cricket Club Beer & Prosecco Festival on Friday 12th July from 6 pm. If you fancy coming along, most of our team will be in attendance and we’d love to buy all of our clients a drink at this fantastic community event. Hopefully, see you on the 12th.

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.

Posted by Andrew Flowers

Andrew is the managing partner of Vizion Wealth and has been involved in the offshore and onshore financial services industry for over 25 years. Andrew was the driving force behind Vizion Wealth after years of experience in a number of advisory roles within high profile wealth management, private banking and independent financial advisory firms in the UK.

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