Team News: Relaxing Breaks, the Inca Trail and Next Stop Ibiza…

May is now upon us, which means summer is around the corner! April was a busy and exciting month for the Vizion Wealth staff.

Corinne and her husband, Howie, had a well-deserved and relaxing break up north. They visited Bamburgh in Northumberland and then went to visit Edinburgh for a few nights. They saw some beautiful sights in the Farne Islands including nesting Hardy Puffins, and even spotted some dolphins on the boat ride back.

Faith had her birthday, and went off to London to attend the Mary Quant exhibition, and then went for a good old burger and lobster, with some prosecco of course! Faith has always had an interest in the fashion industry, and she definitely gets the award for best dressed in the office😊(as well as party animal!)

After a long and tiring Inca Trail hike, I saw some wonderful / terrifying sights on my trip to the Amazon – capybaras, spider monkeys, and of course – tarantulas. (but luckily no anacondas!) The best part for me was, as there was no light pollution in the area, parts of the milky way were visible – it was spectacular!

James went to visit north Wales with his girlfriend, Georgie, and his grandma. James has also decided to pursue DJ’ing as a hobby, and decided to buy some decks (next stop Ibiza for DJ Blackham!) The relaxing is over for himself and Andrew though, as they head off to complete their cycling challenges in the next few weeks in France (to be continued in next month’s blog…hopefully no fatalities to report, although Andrew is cycling through the wine region so who knows on that front!)

Vizion also had some very sad news in April. We had to say goodbye to a very close friend of ours, Gus, Andrew’s family dog. Every morning he would come in with a spring in his step, and would always lift the spirits of everybody in the office. His presence was well and truly valued, and we will miss him dearly. So thank you Gus, head of security, for all that you were.

Have a lovely May bank holiday all.

Best wishes, Jess

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”.

Posted by Jess Dave

Jess Dave | Wealth Management Paraplanner at Vizion Wealth LLP

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