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. With talks of a vaccine on the way and a surge in the US stock market earlier this week, the future is looking bright.

As you may already know, James and I both took the ER1: Equity Release exam during October. We are thrilled to say that we both passed! This means that James has now obtained the final credits to establish his chartered status, and become a Chartered Financial Planner. So, hats off to you James for the (many) years of hard work and dedication which has finally paid off! This is wonderful news for the company, and we are proud to share this huge achievement with you all.

We are also pleased to mention that the partners have provided Sam with an Employee Recognition Award for the positive impact he has had as a research analyst for the Vizion Wealth Investment Committee.  Although relatively new to the role, he has consistently delivered insightful and detailed quantitative and qualitative research into our regular Investment Committee meetings. This research combined with the external analysis from our independent research partners, has helped Vizion Wealth deliver strong investment returns for all investors in 2020 during a backdrop of high volatility and the Covid crisis.

Sam also has a new addition to his household, Percy the hamster. Sam and his fiancé, Rachel, have been enjoying spending time with their new pet since the lockdown and are looking forward to their first Christmas with him.

Terry certainly enjoyed playing dress-up for Halloween with his family (he says it was for the kids but I’m sure it was really for him!) Terry’s wife, Layla, is very into her arts and crafts – just look at those amazing pumpkin carving skills!

I hope you all have a lovely November and a happy Diwali!

Jess 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.



“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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