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About Vision

Clear Vision. Bespoke Advice for our Clients.

Vision Independent Financial Planning Ltd is a dynamic and established network with clients and advisers throughout the country and a head office base in Falmouth, Cornwall where the company originally started.

We are directly authorised by The Financial Conduct Authority and provide Independent Financial Planning advice services to a range of private clients, corporate clients, charities, trusts, court of protection clients and professional advisers. Our advice is offered on a completely independent basis with no restraint or commitment to any products or providers. This allows the provision of the most appropriate advice from the whole of the market to Vision clients, based entirely on their individual needs whilst utilising their adviser’s extensive experience in the financial services industry.

Our business is built upon the evolving relationship we have with our clients and these are some of the benefits you can expect from Vision as part of the service:

  • A committed Appointed Representative and independent financial adviser who works with you to offer transparent and tailored advice with direct access when and how you need it
  • A dynamic, passionate and growing company with a nationwide team of Independent Financial Advisers
  • We are an award winning business that offers traditional values but forward thinking in a modern industry
  • Credibility as an established respected company driven by professionalism
  • A two year rolling average of 98% overall client satisfaction and over 90% of our clients would recommend us to friends and family
  • Choice of the level of service you would like from us by taking the time to understand you and your individual needs
  • Our ethics are to work with highly trusted and professional associates
  • A strong administrative support team based in our head office
  • And our aim is to be big enough to matter yet still small enough to care for each and every client.

‘Financial peace of mind comes to those with Vision’

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