Vision Independent Financial Planning Ltd is a dynamic and established network with clients and advisers throughout the country and a head office base in Falmouth, Cornwall where the company originally started.
We are directly authorised by The Financial Conduct Authority and provide an Independent Financial Planning advice services to a range of private clients, corporate clients, charities, trusts, court of protection clients and professional advisers. Our advice is offered on a completely independent basis with no restraint or commitment to any products or providers. This allows the provision of the most appropriate advice from the whole of the market to Vision clients, based entirely on their individual needs whilst utilising their adviser’s extensive experience in the financial services industry.
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:
Renfree Wealth Management Limited is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm Reference Number: 487395. This can be verified by visiting the Financial Services Register by clicking here.
Vision Independent Financial Planning Ltd Registered Office: Vision House, Unit 6A Falmouth Business Park, Bickland Water Road, Falmouth, Cornwall, TR11 4SZ. Registered in England & Wales No.6650476
Renfree Wealth Management Limited registered office: Copper Coins, 16 Headleigh Road, Newquay Cornwall TR7 2HJ Registered in England and Wales No. 779848
The guidance or information contained within this website is subject to UK regulatory regime and is therefore aimed at consumers in the UK. The Financial Conduct Authority (FCA) do not regulate Inheritance Tax Planning, Wills, Tax and Trusts, Business Finance, National Savings and some forms of Individual Savings Accounts and Mortgages.