August Team News: Summer in full swing!
The staff at Vizion Wealth have been enjoying the summer sun and making the most of the lighter evenings. There has been wedding celebrations, birthdays, exam passes and trips away!
James and Georgie finally got married and went on their honeymoon to Sardinia. It was a wonderful mix of peace and quiet and adventures in the perfect weather. They went on coastline drives, countryside strolls, enjoyed good food and wine and spent plenty of time relaxing on the beach. They crossed off one of their bucket list moments by hiring a jet ski and exploring the Mediterranean Sea.
Andrew, Sue, Sophie and Charlie went on family break to the western Algarve where they met with some family and friends. They went coasteering, scuba diving, kayaking in the Benagil caves and of course, sampled the local seafood and wines of Portugal.
Geraint passed his R05 – Financial Protection exam, then went on a trip to France with his girlfriend, Hailey, for a well-earned summer holiday. They had a great time enjoying the weather in the high 30s, exploring towns along the Dordogne River and sampling a few bottles of local rosé.
Mel celebrated her birthday going on a trip to London with her family. They went to the Science Museum, visited Hamley’s, had dinner in Covent Garden and ended the trip by seeing The Lion the Witch and the Wardrobe at the theatre. Mel’s daughter treated her to a carrot cake which she baked from scratch!
I passed my AF6 – Senior Management & Supervision exam which brings me another step closer to Chartered status. I celebrated by having a weekend break in Barcelona with my friend, Jaymisha. We were in awe of the beauty of the Sagrada Familia and other Gaudi architecture around the city. We tried Paella, visited an Art Gallery and also went for some late-night swimming in warm summer sea.
We look forward to giving more staff updates in the coming months!
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.
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”.
