November Team News: Winter Draws Near
Autumn is here and Christmas is just around the corner… where has the year gone?! The team at Vizion have been busy over the last few months and we are excited to share our staff news with you all.
Firstly, we would like to welcome our new team member, Tara Wright, who has joined as a Senior Administrator and Back Office Manager. Tara’s employment background has always been within Independent Financial Advice and she is very passionate about providing excellent client service. In her spare time, Tara enjoys going to the gym, taking her cockapoo Lola on long walks with her husband and she is also a sports fan – particularly the F1!
Geraint and his girlfriend, Hailey, took a trip to the USA for a family wedding – it was a big family reunion and they enjoyed catching up with everybody! In addition, they managed to fit in seeing the Niagara Falls, visiting the Statue of Liberty, wondering the streets of Times Square and indulging in some pretzels and hot dogs in Central Park. What a trip!
Jade went to Atlea with her beautiful daughter Amelia and her dad. They had a wonderful time doing some snorkelling, taking long walks on the coast, saw the old castle in Benidorm, had some authentic Spanish food and enjoyed quality family time together. I hear Amelia had an especially good time playing on the beach 😊
The management team have agreed that Navleen can take a 6-month sabbatical to travel the world, which she is very excited for! Navleen has now landed in Costa Rica where she will be spending a couple of weeks and also has America, Thailand and Bali on the agenda (amongst other countries!). We look forward to sharing some travelling photos with you all!
Lastly, the team are very excited about our Christmas Party where will be heading off to London to enjoy some cocktails in Alcotraz Penitentiary and then eating at Inamo (the world’s first interactive restaurant!)
We wish you all a very Merry Christmas and a Happy New Year!
Love from the Vizion Wealth Team 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”.
