Vizion Wealth Chartered Financial Planners | Pensions Advice - Milton Keynes

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 16, Vizion Wealth Chartered Financial Planners | Pensions Advice, Swinfen's Yard, London House, High St, Stony Stratford, Milton Keynes MK11 1SY, United Kingdom.
Phone: 1908920043.
Website: vizionwealth.co.uk
Specialties: Financial consultant, Income protection insurance agency, Insurance agency, Insurance broker, Investment company, Investment service, Life insurance agency, Pension office, Tax consultant.
Other points of interest: Wheelchair-accessible car park, Assistive hearing loop, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Toilet, Appointment required, Free parking lot.
Opinions: This company has 40 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Vizion Wealth Chartered Financial Planners | Pensions Advice

☎️1908920043

⏰ Open Hours of Vizion Wealth Chartered Financial Planners | Pensions Advice

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Vizion Wealth Chartered Financial Planners | Pensions Advice

Vizion Wealth Chartered Financial Planners | Pensions Advice es una empresa de asesoramiento financiero con sede en Stony Stratford, Milton Keynes, Reino Unido. La empresa ofrece una variedad de servicios, incluyendo asesoramiento de pensiones, seguros, inversión y consultoría fiscal.

Características y servicios

Asesoramiento financiero y consultoría fiscal

Agencia de seguros y aseguradora

Agencia de inversión y servicio de inversión

Asesoramiento de pensiones y oficina de pensiones

Consultoría fiscal y asesoramiento fiscal

Especialidades

Asesoramiento financiero personalizado

Seguros de protección de la renta

Inversión en activos financieros

Consultoría fiscal y asesoramiento fiscal

Asesoramiento de pensiones y planificación financiera

Ubicación y facilidades

Dirección: 16, Vizion Wealth Chartered Financial Planners | Pensions Advice, Swinfen's Yard, London House, High St, Stony Stratford, Milton Keynes MK11 1SY, Reino Unido

Teléfono: 1908920043

Página web: vizionwealth.co.uk

Estacionamiento gratuito

Acceso para personas con discapacidad

Círcuito de señalización para personas con dificultades auditivas

* Asiento y baño accesible para personas con discapacidad

Opiniones y reputación

Vizion Wealth ha recibido 40 reseñas en Google My Business con una calificación promedio de 5/5. Los clientes han destacado la profesionalidad y el apoyo continuo de los asesores, así como la clareza y la transparencia en la asesoría financiera.

Recomendación

Si estás buscando asesoramiento financiero confiable y experto, Vizion Wealth es una excelente opción. Con su experiencia y conocimiento en la industria, pueden ayudarte a crear un plan financiero personalizado que se adapte a tus necesidades y objetivos. Visita su página web para obtener más información y contactar con ellos para programar una consulta. No dudes en contactarlos para obtener asesoramiento financiero de alta calidad y personalizado.

👍 Reviews of Vizion Wealth Chartered Financial Planners | Pensions Advice

Vizion Wealth Chartered Financial Planners | Pensions Advice - Milton Keynes

Philippa S.

5/5

Andrew has provided us with a clear and very thorough financial strategy for our retirement. His friendly approach with expert ongoing support has been most reassuring, and I would not hesitate to recommend Vizion Wealth.

Steve W.

5/5

I have always had great advice given to me in plain English that has resulted in my pension funds consistently outperforming the benchmark norm. Advisers are accessible, responsive and professional and a delight to do business with.

Carole B.

5/5

We have been using Vizion Wealth for retirement planning and investment successfully for a few years now. From the very first meeting Andrew and his team have been professional and clear about our options. The quality of the information, verbal and written, is superb and allows us to understand and feel confident in this often complex area. Would highly recommend.

Mike K.

5/5

We are very happy with the service provided by Andrew and the team at Vizion Wealth. They are professional and approachable, providing us with regular comprehensive and in-depth financial reviews as well as advice on tax planning, investment strategies and portfolio management. We can confidently say that working with Vizion Wealth has been the best financial decision we have ever made.

Nic B.

5/5

Our experiences with Vision Wealth from the outset have been very professional. James has explained everything we needed to know in a courteous, easy to understand, manner. Any queries outside of our regular meetings & calls are dealt with very promptly. Would thoroughly recommend Vizion Wealth for any financial review or advice.

Paul M.

5/5

James and the team at Vizion Wealth have provided very good service in dealing with a trust and investments, meetings have been very useful and covered all aspects of our financial circumstances, and options available.
everything is followed up quickly and efficiently, and the process for transferring funds very easy. I would have no hesitation in recommending
him.

Jasmine F.

5/5

I found the team at Vizion to be very understanding and listened to my pension planning needs. James was in particular very patient and supportive, and allowed me the time to work through options and reflect before I committed to the proposed strategy. Based on my experience so far, definitely recommend the services of Vizion!

Lindsey G.

5/5

I feel that Andrew really understands my financial circumstances and long term objectives, and he focuses on financial planning that is tailored and right for me.
Andrew always gives clear, thorough advice and recommendations, takes time to answer any questions and I never feel rushed or pressured at any meetings.
The team at VizionWealth provides a very professional and friendly service which I can highly recommend.