December Team News

Hello everyone and Happy New Year!

I hope you all had a lovely Christmas break with your family and friends.

The Vizion Wealth staff have enjoyed our time off and are now back to work and ready for a good year!

Our head of HR, Kim, enjoyed a 6-week cruise with her husband Bob. They visited many islands around the Caribbean and she has come back with a golden glow. Apparently, the food was divine and the array of wines kept them busy!

Corinne spent New Years in Turkey with her sister. They visited the city of Izmir, and enjoyed the Museum of History & Art and visiting the labyrinth-like bazaar, Kermeralti Market. We all got treated to some tasty baklava when Corinne came back to work (which meant my new year’s diet went out the window on day 5 of course). The last sunset of 2019 over the Aegean Sea looked dreamy 🙂

I travelled to Jordan with Terrence and we ventured to Amman, Al-Aqaba, Wadi Rum Desert, Petra and Madaba. Wadi Rum was my favourite part, as it felt as though I was trekking through the desert-planet of Tatooine (Star Wars fans will know). The ancient city of Petra, one of the new seven wonder of the world, was amazing – I can only imagine what it would have been in its glory days.

Andrew and his family went to the northern coastal town of Whitby. Being situated on a cliff, Whitby offers splendid views and has an old monastery sitting majestically above the town. Andrew mentioned they savoured some fresh fish and chips, and long beach walks… although I think poor Hendrix was a little worn out at the end of the day.

James and Georgie spent Christmas in Manchester enjoying the locally brewed beer, and listening to some live music by the neighbourhood bands.

Faith had the best weather in sunny Spain, and spent Christmas day with her girlfriends sipping cocktails on the beach – what a perfect day!

Have a lovely (and not too long) January 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.

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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