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Who We Help

A jack-of-all-trades financial advice experience often means you get everything covered and not very well. Advisory firms in the UK tend to take on all-comers in the hope of procuring business of some sort.

Values to Vision Financial Planning is about offering superb financial life planning and ongoing service.

We do this by offering clientships each year to a select range of potential clients, those who we have identified as having the needs and attributes best suited to our proposition.

Our best relationships have been forged with people who already have - or will shortly have - material success of some sort. People such as:

- those so busy running their own succesful businesses 24/7 that they never have time to step back and look at the bigger picture, to be asked the really important questions. People that perhaps got into business as a means and now find it has become the end in itself.

- highly succesful senior executives, investing so much precious time in ascending the corporate ladder that they never have time to look down at what they climbed up from, nor at where the next step-up should be (and why).

- wealthy individuals who have entered the next stage of their life journey, perhaps winding-down or enjoying leisure time to the max. Enabled with money, they want to give purpose to their wealth and are seeking a discussion that encompasses more than just "tax-efficient retirement income streams". Perhaps thoughts of legacies, charitable work, lifetime gifts, financial help for childen and grandchilden dominate.

If you want meaning given to your money, to live a purposeful life where your money is aligned with your values and vision, then we can help you.

 
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