Welcome to Vision Financial Advisers
Based in Merthyr Tydfil, we are a leading team of professional & experienced independent financial advisers with over 20 years in working within the financial industry
Providing good service is of extreme importance to us, and we always strive to provide the highest level of advice, tailored to our clients' individual needs. “Your Vision Is our Goal!”
Appointments can be arranged within the comfort of your home, within your work place or by visiting our offices. Evening appointments are also available.
We offer a comprehensive financial planning service for all your financial needs and objectives:
- Life Assurance
- Income Protection
- Investments/Regular Savings
- Mortgages
- Retirement planning and pension reviews.
We welcome all clients old and new to our website, and hope that you find the information useful and informative.
If we can be of assistance to you in providing whole of market (Independent) Financial planning then please do not hesitate to contact us.
FTSE 100 Index
Mortgages
Do you want to reduce your current
mortgage outlay or are you moving home?
Our Services
Retirement Planning
When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed, so unless you can guarantee a large inheritance or windfall, then you need to provide yourself with a secure income for the rest of your life.
Investments and Savings
With a focus on comprehensive financial planning Vision Financial Advisers can provide advice on a whole range of saving and investment opportunities. Our aim is to ensure that your investments put you on the path to achieving your goals.
Financial Protection
Financial protection is often overlooked, and yet it is an important part of providing financial security to you and your family in the event of something unexpected happening.
Mortgages
Taking out a mortgage is another huge financial decision, and here at Vision we understand that making financial decisions about your mortgage can be quite frustrating. We help you to deal with any problems in the agreement of your mortgage loan and help plan for your mortgage appropriately.
Business Protection
Investing money needs careful consideration and you need to be absolutely sure of the risks involved. This section provides generic information on different types of saving & investment. You should seek advice appropriate to your specific circumstances prior to making any decisions.
Tax
The cost of insurance, particularly life insurance has fallen over recent years, whilst the quality of cover has in many cases increased. With this in mind, it makes sense to periodically review your cover with the help of a professional financial adviser. This section provides helpful information on the different types of protection product available.
Your home may be repossessed if you do not keep up repayments on your mortgage
You can choose how we are paid for mortgages; pay a fee that is always agreed at outset amount or we can accept commission from the lender.
The Financial Conduct Authority (FCA) does not regulate some forms of mortgage.