Tag: Adviser
Vizion Wealth named one of the UK’s Top Rated Firms 2024
We're thrilled to announce that Vizion Wealth has been named one of the UK’s Top Rated Firms 2024 by VouchedFor. This recognition highlights our dedication to providing our clients with the highest quality financial advice and support.
Succession Planning, A Family Affair
Transferring wealth within a family is a delicate process that requires clear communication and effective planning. Otherwise, it could lead to a potentially large tax bill and bad feeling in the family.
Expanding Horizons: Tean Hatt
We’re thrilled to announce the newest addition to the Vizion Wealth family, Tean Hatt, a seasoned and highly knowledgeable financial advisor with an impressive track record in the industry. I’m personally delighted because I worked with Tean for 5 years at Hargreaves Lansdown until 2011 when i left to set up Vizion Wealth. Tean's arrival not only strengthens our advisory team but also reaffirms our commitment to providing top-notch financial advice and services to our clients nationwide.
Investment in Post-Brexit Britain
The result of the European Union (EU) referendum came as a shock to financial markets, and there is likely to be fallout from this historic event for some time. Many investors are now facing new challenges at every turn. So what can you do to manage your investments in current markets?