Vizion Wealth Chartered Financial Planners | Pensions Advice - Milton Keynes

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 parking lot, Assistive hearing loop, Wheelchair accessible seating, Wheelchair-accessible entrance, Wheelchair-accessible washroom, Washroom, 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 a.m.–5 p.m.
Tuesday: 9 a.m.–5 p.m.
Wednesday: 9 a.m.–5 p.m.
Thursday: 9 a.m.–5 p.m.
Friday: 9 a.m.–5 p.m.
Saturday: Closed
Sunday: Closed

Vizion Wealth Chartered Financial Planners | Pensions Advice

Vizion Wealth Chartered Financial Planners | Pensions Advice is a reputable firm located at 16, Vizion Wealth Chartered Financial Planners | Pensions Advice, Swinfen's Yard, London House, High St, Stony Stratford, Milton Keynes MK11 1SY, United Kingdom. The company is dedicated to providing top-notch financial planning and pension advice services.

Specialties and Services

The firm specializes in various financial services, including:

Financial consultant
Income protection insurance agency
Insurance agency
Insurance broker
Investment company
Investment service
Life insurance agency
Pension office
Tax consultant

Accessibility and Facilities

Vizion Wealth Chartered Financial Planners | Pensions Advice ensures that their services are accessible to everyone. The company offers facilities such as wheelchair-accessible parking lots, assistive hearing loops, wheelchair accessible seating, wheelchair-accessible entrance, and wheelchair-accessible washrooms. It's essential to make an appointment in advance to ensure availability.

Opinions and Reviews

This company has garnered a strong reputation, with 40 reviews on Google My Business. The average rating is impressive, standing at 5/5. Clients highlight the firm's clear and thorough financial planning for retirement, as well as the friendly approach and expert ongoing support provided by their advisers. Clients appreciate the accessible, responsive, and professional service, making it a delight to do business with Vizion Wealth.

One client mentioned that they have consistently received great advice in plain English, resulting in their pension funds outperforming benchmarks. The company's commitment to client satisfaction and expertise is evident in these reviews.

Final Recommendation

If you're seeking experienced and efficient financial planning and pension advice, Vizion Wealth Chartered Financial Planners | Pensions Advice is a top choice. Their comprehensive services, coupled with their commitment to accessibility and client satisfaction, make them a standout firm in the industry.

For more information or to schedule an appointment, visit their website: vizionwealth.co.uk. You can also reach them directly at 1908920043.

👍 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.