Vizion Wealth
Vizion Wealth is a Chartered Independent Financial Advisory firm that provides financial planning and wealth management services to individuals, trustees, and businesses. They offer a range of financial solutions to meet various client needs.
- Wealth management
- Business planning
- Retirement planning
- Savings and investments
- Inheritance tax planning
- Independent financial advice
- Family and personal protection
Locations
Competitors
The Martin Cliffe Practice provides expert financial advice and wealth management services, backed by over 30 years of industry experience.
Odyssey Wealth is a financial services company specialising in wealth management, pensions, and mortgage solutions.
Company Details
Vizion Wealth is operated by Vizion Wealth LLP and is a Active company incorporated on 8 August 2011 with the registered office located in Milton Keynes, Buckinghamshire. Vizion Wealth LLP was registered 14 years ago.
Status
Active
Size
Micro
Directors
4
Age
14 years old
Employees
10
Turnover
Unreported
Total Assets
£140.35K
Cash in Bank
£137.01K
Total Liabilities
-£28.14K
Teams
7
3
4
Wealth Management Partner And Chartered Financial Planner • Joined Dec 2011
Wealth Management Executive • Joined Jan 2025
Independent Financial Adviser • Joined Oct 2014
Wealth Management Review Co-Ordinator & Administrator • Joined Jun 2024
Wealth Management Paraplanner & Investment Analyst • Joined Feb 2020
Wealth Management Paraplanner & Investment Analyst • Joined May 2023
Independent Financial Advisor • Joined Nov 2023
Wealth Management Executive • Joined Jan 2025
Independent Financial Adviser • Joined Oct 2014
Independent Financial Advisor • Joined Nov 2023
Wealth Management Partner And Chartered Financial Planner • Joined Dec 2011
Wealth Management Review Co-Ordinator & Administrator • Joined Jun 2024
Wealth Management Paraplanner & Investment Analyst • Joined Feb 2020
Wealth Management Paraplanner & Investment Analyst • Joined May 2023