Vision Independent Financial Advisors
186 Low Road, Thornhill, Dewsbury, West Yorkshire, United Kingdom
About Vision Independent Financial Advisors
Welcome to Vision Independent Financial Advisors, the go-to institution for all your financial needs. Our establishment is located in the heart of Wakefield at the address 186 Low Rd, Thornhill, and we are proud to be a point of interest in the area.
At Vision Independent Financial Advisors, our team of experienced advisors strives to provide objective and unbiased financial advice to individuals, families, and businesses. We understand the importance of financial planning and take a client-centric approach to ensure that our advice is tailored to your unique circumstances.
Our services range from retirement planning, investments, wealth management, tax planning, and much more. We believe in building long-term relationships with our clients and offer ongoing support to ensure that you achieve your financial goals.
Whether you are just starting on your financial journey or looking to review your current situation, our advisors are here to guide you every step of the way. We value transparency, ethical practices, and strive to provide our clients with the highest standard of service.
So, if you are looking for a reliable financial advisor in Wakefield, look no further than Vision Independent Financial Advisors. Book a consultation with one of our advisors today and let us help you secure your financial future.
Photos of Vision Independent Financial Advisors
186 Low Rd, Thornhill, Wakefield WF12 0PU, United Kingdom
Opening hours of Vision Independent Financial Advisors
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Vision Independent Financial Advisors
"Alana has helped me with all the stages of my retirement planning, pulling together my Teacher's Pension and various savings schemes. She is approachable, helpful and able to explain everything in layman's terms. I have full confidence that she will help me to reach my retirement goals and would recommend her services."
"David has been working with us for a few years now. We have various pension plans and investments that David looked at and explained the parameters of each one. He produced thorough, clear reports and scenarios, which enabled us to make more informed decisions. David has been particularly helpful during tax season and is also proactive if there is a tax change that might affect our position. David is reliable and friendly to deal with and it’s been a pleasure working with him. I would highly recommend his services."
"We have worked with David at Vision over the past couple of years. As a relatively new organisation we were keen to implement a more robust pension structure that rewarded our team. David spent time getting to know the charity and understanding the nature of our work. This meant he was able to recommend a range of services that were the right fit for us at LS-TEN. David made the process of switching to a Salary Sacrifice Pension scheme tiered at different levels straight forward. He managed the initial relationship with the provider and met with staff collectively and individually to discuss the changes. At the same time enabling each team member the opportunity to review their individual financial planning. David has a large network of professionals and along with supporting our financial planning he has also sign posted us to other services that can benefit LS-TEN. I would recommend if you or your business are looking at your financial future you arrange a conversation with David and the team at Vision."
"Great advice from David and the team on our pensions savings and for all financial advice. David is a pleasure to deal with always available for advise very professional and reliable."
"My partner and I have worked closely with David to pull together several pension schemes, savings plans and private investments to reach clarity for our financial future. We are confident that with his help our financial potential will be maximised to help us reach our retirement goals. David is patient, clearly understands our expectations and is managing our retirement plans. Therefore, I would not hesitate to recommend David to family, friends and business colleagues for their financial planning too."
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