February Team News: Spring is round the corner!
The Vizion Wealth team have had a busy start to the year with lots to keep us busy in the office, some exams passes and also some exciting trips!
Firstly, we would like to congratulate our Investment Analyst, Sam, for passing the AF4 – Investment Planning exam. This means that Sam is another step closer to chartered status, so we are really pleased for him. During January, Sam has been doing lots of behind the scenes work on the Discretionary Portfolio Management Service (DPMS) model portfolios, which have been discussed and signed off by the Investment Committee and the investments are now in the process of being rebalanced.
We would also like to congratulate one of our paraplanners, Geraint, who has passed his R04 – Pensions and Retirement Planning exam! Those who have taken this exam know it is notoriously tricky, so we are delighted for Geraint who is now half way to completing his Diploma in Regulated Financial Planning.
I recently enjoyed a trip to Malaysia and Singapore with my husband, Terrence. We had the most wonderful time soaking in the different cultures and foods. I particularly enjoyed the Singapore Gardens which reminded me of a futuristic sci-fi city from the movies! Kuala Lumpur was also a highlight as it was the perfect mix of city life, tropical weather, endless walking and lots of cultural sights.
Andrew went on a very cold ski trip with his friends. I heard some exciting (but terrifying) stories of going down some mountain slopes and it sounds like they had a brilliant time together. It was a similar story for James who also went skiing with a group of friends – we are glad they both managed to get some snow!
James is currently enjoying a big family holiday in Barbados and Tara is in the Dominic Republic with her husband, Lee, so I’m sure we’ll have lots of pictures to share during the next staff blog 😊
Take care everyone
Love 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.
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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”.
