Vision Wealth Management Ltd
Reviews
It was whilst looking for a mortgage that I came across Vision Wealth Management and it quickly became clear that this was a company that not only knew mortgages but had a 'wealth' (pardon the pun) of knowledge in all things financial. The clue is in the name really, ‘wealth management’. You can’t just look at one aspect of your finances in isolation. You need to consider the whole picture and this is the approach that Adam at VWM takes. Adam is clearly wise beyond his years and his company, although also very young, has managed to secure some really good backing and access to excellent products and services. He is one of a new breed of financial advisers that will analyse your entire finances; investments, pensions, mortgage, insurance etc., your tolerance to risk and then depending on your expectations give sound advice making it easy to feel confident in the decisions you then make.
We've just bought our first home. VWM help organise our mortgage and insurances. Their advice was excellent, never pushy, and they were always happy to answer any question we had throughout the process. We would highly recommend them and we will definitely use them again in the future.
It is the first time I have ever dealt with a financial advisor and felt that I wasn't pushed into anything. They made me feel really comfortable and answered any questions I needed answering. nothing was to much trouble they don't rush you time wasn't a issue as he was willing to wait for my husband to get home. I hope to work with vision Wealth management for a long time.