Vizion Wealth Announces the Appointment of James Blackham as Partner

Vizion Wealth are pleased to announce the promotion of James Blackham to the position of Partner within the firm.

James originally joined Vizion Wealth from university as an Economics graduate and during his time at Vizion Wealth he has progressed through a wide range of roles as an IFA administrator, paraplanner, investment manager and now as a fully qualified and experienced independent financial adviser. Since 2014 James has played a fundamental role in developing the business and is now heavily focussed on delivering independent financial planning advice to new clients and maintaining the long term financial planning strategies of existing clients.

The promotion is testament to James’s hard work and dedication over the last 6 years and also his progression towards becoming a chartered financial planner which he is expected to complete within the next 6 months. James will continue to deliver high quality financial planning advice to clients in the future.

Commenting on the new partner, managing partner Andrew Flowers said “We are so fortunate and excited to have such a talented individual within our firm and I look forward to developing our growing chartered financial planning practice with James and our team of hard working staff. Those of you that know James will understand why I am thrilled with his promotion and I am certain his work ethic, talent for financial planning and his ability to develop close relationships with all of his clients will strengthen our partner team allowing us to deliver consistent high quality advice and service to new and existing clients along with developing new services and technology to enhance our client journey.””

We would also like to take this opportunity to thank Chris Blackham & Geoff Bradford as retiring partners for their significant contribution to the development of the business in our early years. With years of experience of managing financial advisory and commercial insurance businesses in the UK, there is no doubt their wealth of experience and their constructive input has helped us grow to where we are today. We thank them both and wish them all the best in retirement in the future.

Who are Vizion Wealth?

Our approach to financial planning is simple, our clients are our number one priority and we ensure all our advice, strategies and services are tailored to the specific individual to best meet their longer term financial goals and aspirations. We understand that everyone is unique. We understand that wealth means different things to different people and each client will require a different strategy to build wealth, use and enjoy it during their lifetimes and to protect it for family and loved ones in the future.

All of us at Vizion Wealth are committed to our client’s financial success and would like to have an opportunity to review your individual wealth goals. To find out more, get in touch with us – we very much look forward to hearing from you.

DISCLAIMER:

INFORMATION IS BASED ON OUR CURRENT UNDERSTANDING OF TAXATION LEGISLATION AND REGULATIONS. ANY LEVELS AND BASES, OF AND RELIEFS FROM TAXATION, ARE SUBJECT TO CHANGE.

“The information contained in this article is intended solely for information purposes only and does not constitute advice.  While every attempt has been made to ensure that the information contained on this article has been obtained from reliable sources, Vizion Wealth is not responsible for any errors or omissions. In no event will Vizion Wealth be liable to the reader or anyone else for any decision made or action taken in reliance on the information provided in this article”.

Posted by Andrew Flowers

Andrew is the managing partner of Vizion Wealth and has been involved in the offshore and onshore financial services industry for over 18 years. Andrew was the driving force behind Vizion Wealth after years of experience in a number of advisory roles within high profile wealth management, private banking and independent financial advisory firms in the UK.

Leave a reply

Your email address will not be published. Required fields are marked *