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?

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