At Vision West & Wales, our Independent Financial Planners, Kevin Iles and Mark Barden, each have over a decade of financial services experience. Both are retirement, pension and Inheritance Tax specialists.
We are independent
- Our partnership is built on the belief that clients gain a greater benefit from working with independent financial planners
- Our independence allows us to access a wider range of options for clients
- We prioritise our clients at all times
- We create bespoke financial plans for each of our clients. Click here to see an example
We take the time to build solid relationships
- Which is evidenced by our long-standing and loyal client base
- We take time to understand your current situation and your goals for the future
- We use our wealth of expertise and experience to offer personalised, tailored services and goal-based planning
We are specialists in retirement, pension and estate planning
- As independent financial planners, we bring a combined total of almost 20 years’ experience in retirement planning to Vision West & Wales
- We know how to deal with sensitive subjects and prioritise your needs above all else when discussing your future plans and finances
Our clients include people who are
- Planning their retirement
- Looking for ways to retire early whilst retaining financial stability
- Already retired and looking for new ways to more effectively manage their finances
We use cashflow planning software
- Using prudent assumptions we can help you plan for your future and make important decisions
- It also allows us to consider different scenarios and understand the impact of events on your financial future
- Our video explains more about the benefits of financial planning
Award winning
The following awards have been achieved in association with Vision Independent Financial Planning:
