Being independent
does not mean going it alone.
Our highly experienced team of industry professionals are committed to supporting your transition and navigating your journey to success with care and confidence. Whether you are going independent for the first time or building a retirement plan, we offer a large selection of professional resources for you to leverage.
Our appointed representatives choose Vision because they share in our philosophy. We proudly have high standards, we only want to work with the highest quality financial advisers, so you can be sure you’re in good company.
Not only that, you will be supported by our award winning head office team, who always go the extra mile.
We understand that every IFA business is different, that’s why nothing about Vision is ‘off the shelf’.
We have designed our own, bespoke, back-office system, completely tailored to the needs of IFA’s today.
Think instantly reportable MIFID charges, live client and financial information. All at the click of a button.
big enough to
matter,
yet
small enough to
care.
Kath Atkin-Bowdler
Kath Atkin-Bowdler Financial Services Ltd
“Making the decision to leave HSBC was not easy – I was walking away from a salary, job security, friends and colleagues to name a few BUT, it was 100% the correct decision.
“Six years on, I love being my own boss and have built up a really good business. I now employ an assistant and continue to grow my client base. I get regular referrals from existing clients and other than some social media platforms I have not needed to advertise.
“The grouping of advisers into ‘teams’ within Vision provides an invaluable network, so vital in the field in which we work. My advice to anyone considering a move would be, do it, you will have no regrets.”
“Making the leap to running my own IFA Business as an AR of Vision was the best thing I’ve ever done. Being independent we can now offer the best solutions for clients and provide them with the best outcomes.”
Kevin Morrison, IFA
Ravi Ruparel
RR Wealth Management Ltd
“Every day I am so grateful that I have been able to set up as an IFA through Vision. I always hoped to run my own business and for many years in an employed Financial Adviser role, I never knew how that would be possible.
“Vision made that transition seamless by providing support above and beyond anything I’ve experienced in the industry before.”
“It is scary, no doubt, but all of the Vision team and IFAs in the network are prepared to offer support and advice, and that really counts.”
Fergus Rushe, IFA
Reshma Patel
H2N Wealth Management Limited
“Making the jump to running my own AR firm was the best thing I did and a risk worth taking!
“Working with and joining the Vision network was very straightforward and simple. I felt supported in my every move from an employee to a self-employed business owner.
“I have never felt so passionate and happier in my career. I love being my own boss, and the flexibility that comes with this. I’ve finally achieved the work / life balance I’ve always desired.”
“The freedom of being your own boss, coupled with the support and backing of an award winning network has proven to be the perfect combination.”
Carlie Frewer, Area Business Manager
Simon Field
Valere Wealth Management Limited
“I have found the move from a comfortable employed role to self-employed a lot smoother than I imagined. Everything that was promised by Rob & Craig at Vision was delivered and there was a lot of support from many other advisers within the network on everything from putting together cases to which scanner and printer works well.”
“There are some inspirational advisers at Vision who have built some great businesses, and all are generous with their time on passing on advice, I really feel like everyone is on your side and willing you to succeed.
“I have found the move to Vision life changing to me and my family and now feel like I have a great work/life balance, spending a lot more time with the family. I would recommend that any advisers thinking about joining to go for it and take that leap of faith.”
“Vision adopts a very personalised approach that fits around your business, from meeting client and business needs to maintaining high-quality compliance, we understand that a one size fits all approach may not be right for everybody.”
Justin Garratt, IFA
Victoria Toan
VJT Wealth Management Ltd
“Having left the comfort of a long-term career with a High Street Bank there was much uncertainty around taking the step to work with a network and become self-employed. So many unknowns.
“But right from the start I knew Vision was a great fit for me. They are friendly, supportive, all working in the same direction to provide the best financial advice offering to clients. From taking the first step to now being in my fifth year I have all the support I need to ensure my business is successful and my clients are looked after in the best possible way.
“I love the autonomy of being able to run my business my way and also being able to decide on my work /life balance. This has been life changing!
“Every day I am proud to be part of Vision and part of a network whose values are aligned with mine and they always give me a sense of belonging to something special.”
“Vision is structured so that the spans of control for Regional Business Managers and Area Business Managers are local and therefore manageable. The benefit for our IFAs is that there is immediate support when they want it. In addition, the exchange of ideas and information between IFAs and the Board is quick and easy; everybody truly feels involved with the business and that their views count.”
Ian Gagg, Senior Executive
Nikki Zammit
Realise Wealth Management Limited
“My regional business manager was there for any and every query I had when starting with Vision. This varied from the transition to running my own company, to client engagement and providing best in class advice.”
“Vision is such a great place to work with the most welcoming people who’ve a real passion for the business – love it!”
