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It's All About You.....

"What's important to you?"

"What are your biggest concerns?"

"How much is enough? "

"When will you have enough?"

"How will you get enough?

Would you like to consider your financial affairs in the context of what's really important to you, to give some meaning to your money? We can help.

Values to Vision Financial Planning Ltd offers a consultative, client-centered financial life planning service. It is not about picking a top-fund for this year's ISA, engaging in endless debate about the merits of one pension plan over another or "fifty ways to beat the market" etc. We leave this to others!

Initially we help people express and define their true dreams, goals, ambitions and values, those core principles which - knowingly or not - determine how we perceive the world and what we want from it. We help people to paint a mental picture of what their perfect world looks like, a vision of the world where these values are satisfied.

Only then do we engage clients in our proven, defined, and clear three stage Diagnose-Prescribe-Monitor process to help them get what they want from their lives.

To the left of the screen you will find a lot more information on this in the "How We Work With You" and "Library" tabs.

 
Authorised and Regulated by the Financial Services Authority.

Registered in England and Wales No. 06621998. Registered Office: Parade House - The Parade - Watford - WD17 1NA - 01923 800000 - info@v2vfp.co.uk

FSA Firm Number: 486776
 

 

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

To visit the FSA consumer website - Money Made Clear - please click here
To verify our status with the FSA, click here and key in our FSA number: 486776

Parade House - The Parade - Watford - WD17 1NA - 01923 800000 - info@v2vfp.co.uk