Vision provides fully independent financial planning advice to individuals, trustees and businesses on how to best meet their financial objectives.
As Independent Financial Advisers we are able to select the correct product for customers from using a comprehensive and fair analysis of the relevant market - this means that we can recommend any product from any company provided it suits the customer's needs and objectives. With such a wide choice of companies, investments and saving tools, our customers can be reassured that they are not simply being provided with a standard recommendation but instead are receiving personalised advice.
Our business is built upon the evolving relationship we have with our clients and they choose the level of service they would like from us by taking the time to understand you and your individual need.
Before joining Vision I enjoyed a successful and rewarding career with Nat West working as an Independent Financial Adviser for 15 years. Many of my clients have been with me for over 15 years and I believe that buidling long term relationships with my clients cannot be under estimated.
I have always focused on maintaining my professional knowledge and in 2009 I achieved the Chartered Financial Planner qualification, being one of the first in the industry. In 2012 I became a Fellow of the Chartered Insurance Institute.
I am married with three children and have lived in Weston for the last 23 years. Prior to this I lived in Yatton and attended school in Backwell.
My interests include watching my lifelong football team Bristol City and spending time on my allotment next door to the Beefeater in Weston-super-Mare.