Vision Independent Financial Advisors Huddersfield

David has been working with us for a few years now. We have various pension plans and investments that David looked at and explained the parameters of each one. He produced thorough, clear reports and scenarios, which enabled us to make more informed decisions. David has been particularly helpful during tax season and is also proactive if there is a tax change that might affect our position. David is reliable and friendly to deal with and its been a pleasure working with him. I would highly recommend his services.
Mar 31st, 2023

Alana has helped me with all the stages of my retirement planning, pulling together my Teacher's Pension and various savings schemes. She is approachable, helpful and able to explain everything in layman's terms. I have full confidence that she will help me to reach my retirement goals and would recommend her services.
Mar 21st, 2023

David has been brilliant. I went to him with a concern I was having over our business protection and he was able to advise and give us the best solution for us. No question was silly and he was there every step of the process. 100% recommend.
Mar 6th, 2023

I first contacted Vision Independent Financial Advisors when looking into the prospect of taking early retirement from the teaching profession. I needed advice with options available regarding my Teachers Pension and with planning for my retirement. In particular whether the consequences of retiring two years before reaching the retirement age, on a reduced pension, would prove to be financially viable or whether I would better off financially if I didnt retire early. The information provided by Vision enabled me to make this decision with confidence I dont regret the decision I made and the additional advice given by Vision, regarding investments, proved to be doubly helpful. Several investments were taken out with them and their expert advice and experience was to hand when we need it. The experience of investing through Vision Independent Financial Advisors has been very positive and my wife and I rate them highly and are grateful for their independent guidance. I recommend them strongly!
Apr 10th, 2023

Before I got into contact with David at Vision Independent, I had no idea about how pensions work in general, how my current pension pots are working, what they are invested in and am I making sufficient contributions for the long term. I had lots of questions to ask in order to understand how pensions work. When I first spoke with David, he really put me at ease and was super duper helpful in explaining everything in very layman terms (which is exactly what I needed). He was thorough, patient and a good listener. He explained what my current pension pots are, how they work, asked me what my goals and are worked with me to ensure Im investing in the right places. I am now at ease that through his management, my pension is hopefully in very good hands. For anybody considering Vision Independents services, my advice would be to set up a call immediately. You will not be disappointed. David is very professional and very accommodating. He really went out of his way to explain things to me more than once to make sure Ive understood his advice properly and that im happy with the suggestions hes put forward. You can expect excellent communication, professional behaviour, good investment in your time and good focus on what you need and require. I have been most impressed with Davids ability to explain things in very basic terms and his helpful nature in answering any questions I had and making time out for me to discuss next steps. Overall, I have had an amazing experience with Vision Independent so far and I hope to continue to procure their services.
Apr 3rd, 2023