Business Details
14 Years
experience
Trusted Financial Advisers in Northamptonshire
Vision Wealth Management offers trusted financial planning services for individuals and businesses, ensuring clear and enduring client relationships with expert assistance throughout your lifetime. Our team of experienced professionals specialises in navigating the complexities of financial planning, providing tailored solutions that address your unique needs and circumstances. We pride ourselves on a holistic approach, combining expertise in will writing, trust creation, asset protection, tax planning, and estate management to deliver comprehensive strategies.With a commitment to exceptional client service, we empower clients to make informed decisions, offering peace of mind through personalised guidance. Our dedication to high ethical standards and continuous professional development ensures clients receive transparent, reliable advice aligned with their long-term financial goals.
Services
Mortgages
Pensions
Equity Release
Wealth Management
Business Protection
Details
- Year established: 2012
Highlights and features
- We have over 20 years of experience in financial planning and wealth management.
- Our team provides personalised strategies tailored to individual client circumstances.
- We hold the prestigious Pension Transfer Gold Standard Award for excellence.
- Client testimonials highlight exceptional service and successful outcomes.
- We offer comprehensive financial solutions covering all life stages and business needs.
Associations and certifications
- Pension Transfer Gold Standard Award
What people say
Fantastic service
Highly recommended
Professional and extremely helpful
Encyclopedic knowledge
Exceptional service
Services
Mortgage Services
Our Mortgage Services help clients unlock homeownership through tailored solutions. We specialise in first-time buyer mortgages, remortgaging, and buy-to-let financing, offering expert guidance on interest rates, loan terms, and affordability assessments. With access to a wide range of lenders, we ensure competitive rates and seamless application processes for both residential and commercial property purchases.
Pension Planning
We provide comprehensive pension planning services to secure your financial future. Our experts assess current pension arrangements, recommend tax-efficient contributions, and develop strategies for retirement income. We specialise in pension transfers, SIPP management, and retirement income planning, ensuring compliance with regulatory standards while maximising long-term benefits.
Wealth Management
Our Wealth Management services focus on growing and preserving client assets through strategic investment planning. We offer portfolio management, tax optimisation strategies, and intergenerational wealth transfer solutions. By combining risk assessment with market analysis, we create diversified investment portfolios aligned with individual financial goals and risk tolerance levels.
Business Protection
We help businesses safeguard against financial risks through tailored protection solutions. Our services include key person insurance, shareholder protection, and income protection policies for businesses. We also advise on relevant life cover and directors' benefits packages, ensuring business continuity during unexpected events while maintaining employee financial security.
Equity Release
Our Equity Release services enable homeowners to access property wealth while retaining residency. We offer specialist advice on lifetime mortgages and home reversion plans, ensuring clients understand the impact on inheritance and means-tested benefits. We provide transparent guidance to help retirees supplement income or fund lifestyle enhancements.
People
Adam
Financial Adviser
Adam specialises in mortgage and pension planning with over 15 years' experience. He provides expert guidance on first-time purchases, equity release, and retirement strategies, consistently delivering tailored solutions that meet clients' long-term financial objectives.
Questions
What financial services do you specialise in?
We specialise in mortgages, pensions, equity release, wealth management, and business protection services tailored to individual and corporate client needs.
Are you regulated by financial authorities?
Yes, we are an appointed representative of Quilter Financial Services Ltd, authorised and regulated by the Financial Conduct Authority.
Do you offer free initial consultations?
Yes, we provide free initial consultations to discuss your financial goals and develop tailored planning strategies.
Can you help with first-time home purchases?
Yes, we offer specialist mortgage advice for first-time buyers, including deposit requirements and affordability assessments.
How do you handle pension transfers?
We follow Pension Transfer Gold Standard guidelines to ensure transparent, ethical advice when managing pension transfers and consolidations.
What areas do you cover?
We serve clients across the UK from our Northamptonshire office, providing both in-person and remote financial advisory services.
