Providing independent financial advice
in the South West & Wales

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Future-proof finances

We know retirement. Whether you’re planning ahead or ready to retire now. We will work with you to build a plan to achieve your financial goals.

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Earning your trust

You don’t make financial decisions lightly and neither do we. We offer solutions tailored to your needs which will provide the best future for you and your family.

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Who we are

Putting your financial future in someone else’s hands requires a high degree of trust. That means you need to know more about us, and what we stand for.

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Welcome to Vision West & Wales

We understand that there is more to retirement planning than just pensions and you are likely to want to speak to a specialist financial planner at this stage in your life.

Each of our independent financial planners has over ten years’ experience of giving specialist financial advice in pensions, retirement planning and estate planning.

We work with you to understand your current situation and individual goals for your retirement and build a plan, taking into account your current provision and other financial commitments.

What do our clients have to say?

Kevin is able to create a welcoming, comfortable atmosphere. Listens attentively to update his knowledge of our changing circumstances and plans for the future. Willing to explain financial products and options, adapting to our different levels of understanding as appropriate. Friendly with a good sense of humour.
Mark has done and is doing a very good job of keeping updated with my affairs. I am very pleased.
Have been advised by Kevin for many years. He has always been honest and provided sound information and recommendations. Had I not been satisfied with his advice, I would have looked elsewhere but never even considered this.
Mark is very thorough in reviewing my finances and ensuring they are appropriate for my goals and attitude to risk. I have a high degree of confidence in Mark's advice which gives me confidence and assurance.
I have known Kevin for some years in his capacity as financial adviser. I have always found him courteous, pleasant, business-like and efficient without being pushy! I wish there were more like him.
Mark was recommended by a colleague and I would have no hesitation in doing likewise. On first meeting, he is personable, polite and professional. He is patient asking the correct questions without making you feel unsure or uncomfortable. My partner has recently lost her husband and when we emailed Mark to ask if he could recommend anyone from Vision in the Portsmouth area, he immediately offered to go himself and see her.
Kevin has been an IFA for many years. He is always approachable and shown a keen desire to listen to our needs and provide sound advice. We have great confidence in his professional and integrity and his ability to deal with any financial matter. We would have no hesitation in recommending him to others.
Very happy with the service from Mark Barden.
Mark was recommended by a colleague and I would have no hesitation in also recommending him to others. I found him to be personable, polite and professional at our first meeting, as well as being patient and putting me completely at ease. My partner recently lost her father and when we asked Mark if he could recommend anyone from Vision in the Portsmouth area, he immediately offered to see her himself.
Kevin was welcoming and created a comfortable, friendly environment where he listened to us attentively to understand our circumstances and our plans for the future. He clearly explained our options and appropriate financial products, making everything easy to understand. We also found him to be very friendly with a good sense of humour.
Kevin has been our Independent Financial Adviser since the days of the Co-op bank. We are delighted that he has now found a home that meets his professional and ethical standards and look forward to benefiting from his advice in the future, as we have in the past.
We first met Kevin many years ago and having carefully assessed our needs, we felt that he made sensible suggestions as to how we should invest our monies. We had received advice from many advisers prior to this, but they tended to chop and change from year to year. Kevin has stood out for us as the one who had a real long-term interest in us and our affairs.
Mark has a good in-depth knowledge of his subject and is able to communicate this in a friendly and approachable manner.

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