Team News: Working Hard and Playing Hard…

In June, the Vizion Wealth team (and I’m sure everybody else in the country) had a chance to appreciate the miraculous sunshine we’ve had over the last few weeks! We have all been working very hard and some of the team also had the chance to enjoy some time out of the office. Thanks to the Vizion Wealth partners, the highlight was spending a team building day at Alton Towers! I must say, I think we were all most impressed by the Smiler rollercoaster (apart from Corinne who suffered one minor incident after the ride).

Corinne went to the Isle of Wight festival with her friends and caught the sets of Lily Allen, Ann-Marie and Fat Boy Slim. She also managed to spend a quiet day in the hot tub with a glass of wine, what a life!

On the subject of festivals, James managed to get a ticket for the one and only Glastonbury!! He loved the set of Jungle, and him and his friends shifted themselves through the crowds to be at the front for this year’s headliner, Stormzy. Although seeing Stormzy was incredible, James’s favourite act from the week was the fabulous Kylie!

Andrew was brave enough to take part in the MK Dragon Boat Racing Festival. With the hard work and determination of their team, they managed to reach the semi-finals. The co-ordination and organisation that goes into rowing is definitely a tough skill to learn, so well done team Row of Fire. On top of this, Andrew participated in the charity Midday Moo Walk for Willen Hospice which raised over £10,000 for this well deserved local charity.

I was pleased that I passed the R05 Financial Protection exam towards the end of June, and can now enjoy some study-free weekends (for now)!

Faith was living it up with her friends in Budapest, Vienna and Prague. She stayed in the luxury Grand Budapest Hotel, had the best strudel in Vienna and was dining like a queen throughout her trip – now those are real retirement goals 😊

Have a lovely July everyone, Jess x

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.

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