January Team News

Alas, January is over and we enter the shortest month of the year. So far in February we’ve had Storm Ciara and Storm Dennis… god knows who else is coming for us! Let’s hope the depletion of our ozone layer enters a period of recovery and our wonderful politicians of the world aid us in combatting the issue of global warming. I hope you have all managed to safe during the turbulent weather conditions.

Corinne spent her birthday weekend in Turkey and was treated to a beauty treatment by the Vizion Wealth team (of course, she’s already beautiful enough – but who doesn’t like a pamper!). The 3-course birthday meal looked delicious, and fresh from the coast of Izmir. Andrew’s wife, Sue, made a Bakewell tart for the office. It was absolutely divine (and only lasted about 3 hours) so thank you Sue!

James went on a ski trip to La Plagne and had a great time on the slopes with Georgie and some friends and family. Sadly, he did get injured and suffered from concussion the next week, but thankfully he’s now fully recovered.

Mel had a girls weekend away to Butlins and they had a theme for each night, which included rocky horror, leopard print and venetian masked ball (fancy!). The purpose of a girls weekend was definitely fulfilled – eat, dance, and get merry. Mel also had a day out in London with her family, her children were treated to the Natural History Museum, the Rainforest Café and an almond slice (or two) from Costa.

Jon has now booked his stag do with the boys to Norwich. He slightly worried about what they have in store but we are sure he’ll cope! For his birthday, Jon was treated to a meal at the hottest curry house in Northampton from the Vizion Wealth team – good luck Jon.

Andrew is currently in Bulgaria with his family on their annual ski expedition – so smiles all around from the Pirin mountains! Andrew also had a ski trip with the lads in Austria. They too had a week of fancy dress (it wouldn’t be Andrew without the fancy-dress part!)

I hope you all have a lovely month. Busy times ahead for the office with the budget and end of tax year looming.

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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