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About Us

Values to Vision Financial Planning Ltd was formed in 2008 by Nick Lincoln. An Independent Financial Adviser (IFA) since 2001, Nick joined the financial advice profession in 1993. In that time he had a brief sojourn to acquire a nice but useless humanities degree in American Studies.

Nick passed the Advanced Financial Practioners Certificate (AFPC) in 2005, a reflection of his commitment to ongoing education and learning over and above the minimums required to practice as an Independent Financial Adviser

Values to Vision Financial Planning offers financial life planning advice to our select group of clients. We help them define their values, goals and vision, work out what this vision will cost and then implement a long-term financial plan to help bring meaning to our clients money. That's it, no more, no less.

We vet clients for suitabilty as rigorously as clients vet us. This is not an occasional, transactional relationship - our client experience is focused around an in-depth, ongoing financial life planning partnership. There must be genuine rapport and commitment from both parties.

Our desire is to offer value-added financial advice and coaching in a professional, direct and personable manner. We strongly want our clients to enjoy the ride because it really is the journey, not the destination, which matters.

SOCIAL MEDIA: we offer a range of communications that you are welcome to subscribe to if you wish. Simply click on "A Quick One" (the V2VFP Blog), Facebook and Twitter.

 
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
 

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