We will offer you a consultation meeting, at our expense and without obligation. This will enable us to understand your requirements and tell you if we feel we can help. Just as importantly it will give you the opportunity to meet us and decide if you want our help.
Once we have identified and agreed upon your needs and requirements, we will work with you to put a financial plan in place that is designed to adjust to inevitable changes throughout your lifetime.
Nobody can control the investment markets. It is our opinion that in order to gain maximum financial success our clients have to maintain the ability to change and must therefore adopt a flexible approach to their financial plans.
We therefore encourage all of our clients to engage in regular reviews of their financial situation in order that adjustments can be made whenever necessary.
Your satisfaction is important to us. If you need to complain, all complaints at Vision Financial Strategies Ltd will be dealt with by Paul Backshall who can be contacted on 023 9223 3073 or firstname.lastname@example.org.
Financial Services complaints we cannot settle may be referred to the Financial Ombudsman Service. This service is free of charge