Welcome to Vision Financial Advisers
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.
Among other areas, we have expertise in the following sectors:
- Saving Accounts
- Structured Products
- National Savings & Investments
- Exchange Traded Funds
- ISAs
- Futures and Options
- Unit Trusts and OEICs
- Hedge Funds and Fund-of-Funds
- Onshore and Offshore Bonds
- Enterprise Investment Schemes
- With-profit investments
- Venture Capital Trusts
- Investment Trusts
- Real Estate Investment Trusts (REITs)
To assist clients in managing their investments, we can recommend online investment platforms (or 'wraps') to help consolidate all investment holdings, including ISAs, pensions and share portfolios, all in one convenient place. This is a fast growing market and we have particular expertise in the latest developments. Wraps can generate considerable cost savings over traditional channels due to the additional purchasing power they provide.
Remember, the value of investments or income from wraps may go down as well as up as the levels and bases of, and reliefs from, taxation are subject to change. UK legislation and regulations and the UK tax regime are amended from time to time and therefore any content on this site referring to such legislation, regulations or tax regimes was accurate on date of publication, but should not be totally relied upon.
With so many investment choices available it is essential for every investor to consider their personal financial position, attitude towards risk, and long term goals.
Vision Financial Advisers can provide you with a bespoke review and recommend investments tailored to your needs.
Take a look at our News page for lots of useful advice and guidance on Investments, Savings, Insurance Protection, Pensions and Mortgages.