October Team News

Mid-November means it’s acceptable to play Christmas songs, right?! Whether you love it or hate it, it’s unavoidable, so we might as well just accept it and get involved!

Faith has started off the Christmas spirit by making a Christmas cake, as you can imagine that didn’t last long…

Our head of HR, Kim, has just become a grandma to a beautiful baby girl, and is soon leaving for a cruise around the Caribbean for 5 whole weeks! I’ll be delighted (and jealous) to share the photos with you all next month.

Jon has finally moved into his new home with his family. The process was long and gruelling but they made it in, just in time for their first Christmas in their new home 😊

Andrew enjoyed a weekend away in Brighton with his family. He was most jubilant to tell us about the dinner they had at a Thai restaurant, The Giggling Squid. Andrew and his daughter Sophie are big fans of Thai food! The Flowers family also went to a ferocious bonfire evening, and it looked spectacular.

But alas, not all good news. It was a range of emotions for those watching the Rugby World Cup Final at the Milton Keynes Rugby Club, but still a proud moment for English fans. But hey, at least the South African guy in the corner was happy!

My partner Terrence and I have been trying on different outfits for our wedding next year; although, I’m not sure about those trainers being part of the look!

We’ve got a new start joining us early next month, and we are already looking forward to our Vizion Wealth Christmas party – pictures to be shared next month.

Love 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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