Vision Wealth Management

I found Vision Wealth Management to be an extremely professional, responsive, pro-active and efficient company. Our advisors; Jess Patterson and Louise Goodall were exemplary at every stage of us obtaining a mortgage. It is in large part due to their diligence and pro-active nature that we managed to complete our house purchase by the target date which due to other arrangements was critical. Based on my experience I would have no qualms at all about recommending their services. We hope to use them again in the future for some of their other products.
Jul 14th, 2022

Fantastic service from the team at vision Wealth Management .
Jun 7th, 2022

Dan Marshall arranged our remortgage in Jan 2022, just when rates were on the rise. He worked really fast to get the application approved so we could secure the lowest rate that was still available. Hes all the things a good mortgage advisor should be: professional, responsive, thorough and, most importantly, I knew he was on our side. I dont suppose anyone really enjoys the rubber-gloved forensic examination of personal finances that accompanies a mortgage application these days. But I found it very comforting to deal wth someone who understands the pressures of family finances, and was clearly very motivated to get us the best possible outcome. The back-up and support from the office at Vision Wealth Management was also very thorough and pro-active. Their follow-up was excellent. I will definitely go back next time.
Jan 7th, 2022

Positive: Professionalism, Quality, Responsiveness, Value
Oct 10th, 2021

Positive: Professionalism, Quality, Responsiveness, Value
Apr 27th, 2021