Wealth Management Services

Wealth Management services are provided by Vision IFP and include the following:

Savings & Investments

Investments are designed to be held for a longer term, usually at least five years. You need to be comfortable with tying up this money for a period of time and should not consider investments unless you have some savings in place. Most investments are not guaranteed to return your money in full, although do offer the prospect of higher returns than deposit accounts. Returns, risk and volatility are the factors that will determine a suitable place for your savings. There are a great many ways to invest including Bank Accounts, National Savings, Bonds & Gifts, Poperty, Equities (shares), Investment Funds. All investments types are available through an IFA (Independent Financial Advisor such as Vision IFP.

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Portfolio Management

Portfolio Management is a bespoke service offered by professional investment managers who specialise in managing investment portfolios for private investors and trustees. Having agreed on your own appropriate financial objectives, your investment manager will be responsible for the day-to-day management of your portfolio.

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Pension & Retirement Planning

You may have existing pension plans in place such as a company or a personal pension.Perhaps you're just starting to save ready for retirement or retired already. Whatever your situation,we can work with you to create a retirement plan just for you.

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Inheritance Tax & Estate Planning

Minimising your tax liability and maximising what you are able to pass on to your loved ones calls for considerable skill, including a detailed knowledge of the Inheritance Tax (IHT) rules and regulations.

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Protection

Protection services include income protection, life preotection, and business protection.

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Will Writing

Will Writing is an important part of the financial planning process and can help in numerous ways, from estate and inheritance tax planning to appointing suitable guardians for young children instead of letting the courts decide. You can also decide on making any specific legacies to family, friends or your favourite charities.

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Mortgages

Options include Repayment (Capital and Interest) Mortgages and Interest Only Mortgages. Whichever suits you, an IFA can help you decide the best financial option.

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Business Finance

Vision IFP offer a wide and flexible range of business finance solutions to match your specific business financial needs.From commercial mortgages to asset based finance to helping with factoring and invoice discounting.

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