Team News: Stepping into Autumn.
Stepping into Autumn, the Vizion Wealth team are as busy as ever. As well as preparing for our client meetings and keeping an eye on the markets; we’ve had a new addition to the team, an exam pass, and a new partner of the firm on board!
Andrew took the Discretionary Investment Management exam (J10) and passed with an outstanding 86%! We are all proud of our boss, and know that he works hard to maintain his industry knowledge and technical understanding (although we all knew deep down that he would breeze through it – as always!). This is all in advance of our new discretionary investment management service which is coming soon, watch this space.
I’m taking the R01 Financial Services, Regulations & Ethics exam at the end of the month, so this will be an anti-social next couple of weeks for me. Fingers crossed.
Another very exciting announcement – we have a new apprentice head of security! Meet Hendrix our office Hungarian Vizsla.
Hendrix is the Flowers family’s new puppy, who is absolutely adorable (and also likes to cause havoc every now and again!). So, if you are coming into the office for meeting and you’re a dog lover, let us know on arrival and if Hendrix is on duty, we’ll send him out to give you a warm welcome.
On the topic of new additions, we are looking to recruit a part-time experienced administrator to join our team along with an experience paraplanner; therefore, if you know anyone who may be interested, feel free to put them in touch with us.
One of the firm’s advisers, James Blackham, has also been made a partner of Vizion Wealth LLP, more detail on the promotion in our separate blog. This is testament to James’s hard work and dedication over the last 6 years and we look forward to moving the business forward in the future with James as one of the partners at the helm.
Faith is jetting off to Majorca next week to catch some late summer sun, Corinne has just braved a camping trip to Southwold, fortunately it was warm, James is currently in Portugal for a family golfing trip and Andrew is about to go on a tour to Japan to follow England in the early stages of the Rugby World Cup. Pictures to be shared next month!
We hope you’ve all had a great summer and are now looking forward to Autumn and Christmas, not many shopping days to go!
Kind regards, Jess
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.
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”.