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Vision Independent Financial Planning Ltd

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Vision Independent Financial Planning Ltd

Overview:

Vision is a progressive and forward thinking company which means that in these new economic and regulatory times we are ardent in providing you with the confidence and support you need for financial planning peace of mind.

Our business is built upon the evolving relationship we have with our clients and these are some of the benefits you can expect from Vision as part of the service:

   A committed independent financial adviser who works with you to offer transparent and tailored advice with direct access when and how you need it
   A dynamic, passionate and growing company with a nationwide team of financial advisers
   We are an award winning business that offers traditional values but forward thinking in a modern industry
   Credibility as an established respected company driven by professionalism
   A two year rolling average of 97% overall client satisfaction and 90% of our clients would recommend us
   Choice of the level of service you would like from us by taking the time to understand you and your individual needs
   Our ethics are to work with highly trusted and professional associates
   A strong administrative support team based in our head office

And our aim is to be big enough to matter yet still small enough to care for each and every client.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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