Month: February 2019

Team News: Wedding Planning, Charity Fundraising and a feature in The Times!

The shortest month of the year is now over, and we’ve been lucky enough to have some wonderfully sunny days! (Some would say lucky, some would say global warming crisis…) Vizion Wealth appeared in The Times this month, as one of VouchedFor’s UK top rated financial advisory firms with both Andrew and James appearing at top rated advisers...

/ 22nd February 2019

Market Review January 2019

Despite a rocky start over fears of a slowdown in China, world stock markets enjoyed a good month as all major markets were up in January. The positive momentum experienced at the beginning of 2019 is a much needed change of sentiment for the markets which despite the continued global growth expectation (as shown below) was held down by a cloud of negative investor sentiment for much of 2018...

/ 12th February 2019

Exploring your ISA Options

The end of the tax year on 5 April is fast approaching,so make sure you’ve made the most of your annual allowances before it’s too late. No matter what, why or how you want to save and invest, an Individual Savings Account (ISA) could help make your money work harder for you..

/ 5th February 2019

Team News: Starting as we mean to go on!

So after the Christmas break, Vizion Wealth have got off to a busy start to the New Year! After attending various seminars and lectures on the hot topic – DB transfers – we have introduced a new cash flow planning system that we will be using going forward - CashCalc. Our paraplanner, Mel, has been working hard to get to grips with its technicalities and complexities, and together we can see the valued benefit it will add to cash flow planning for our clients...

/ 1st February 2019