Welcome to Vision Financial Advisers
About Us
Vision Financial Advisers are Independent Financial Advisers based in Merthyr Tydfil, South Wales.
We offer a comprehensive financial planning service for all your investment and protection needs.
You can trust our experienced staff to keep you up to date with legal and regulatory changes, market news and other factors relevant to your investments.
Our Team
Our people are very important to us, as is making certain we provide you with the best possible professional financial advice.
Below are details of each of our colleagues together with their contact details. Further details are available on our Contact Us page.
Lee Prosser
Director & IFA
T: 01443 694944
Mobile: 07971 479114
Email: leeprosser@visionfa.co.uk
Lee is the Director of Vision with over 18 years’ experience in the Financial Services industry. As well as overseeing the business, he also provides financial advice to corporate and retail clients in mostly the South Wales area, but has clients based around the UK.
In his spare time, he enjoys walking and playing golf, and spending time with his family. He is a passionate Tottenham Hotspur fan.
Beverley Lynam
Mortgage & Protection Adviser
T: 07968 825050
Email: bevlynam@live.co.uk
Beverley has over 20 years’ experience within the industry as a mortgage and protection adviser. She has been with Vision for many years advising and helping clients across South Wales.
Beverley is married with two sons and is kept busy supporting them in their many activities. She particularly enjoys watching them play rugby and is a passionate Welsh Rugby supporter.
Sian Morgan
Administrator
T: 01443 694944
Email: smorgan.visionfa@gmail.com
Sian joined the Vision team in 2016 as a mortgage and protection administrator, dealing with all new and existing mortgage enquiries. She assists in administration and oversees the processing of mortgage and protection applications through to completion.
In her spare time, Sian enjoys family time with her boys and walking her dogs.
Adele Jones
Mortgage & Protection Adviser
T: 01443 694944
Email: adelejones.visionfa@gmail.com
Adele joined Vision in September 2017 as a mortgage and protection adviser. She has gained over 10 years experience through Barclays Bank and is keen to take on the challenge of being an Independent Adviser covering the whole of the market finding the best deals for her clients.
In her spare time, Adele enjoys spending time with her family and socialising with friends.