Testimonials

Many of our clients are a result of personal recommendations from existing and very happy clients. What do they say about us?

“Excellent Adviser, Great Service”

“First class, and a huge step up from my experience with some of the high street banks”

My experience with Vision, and in particular Guy has been first class, and a huge step up from my experience with some of the high street banks. I was really impressed with the balance between Guy’s approachability and level of professionalism, coupled with the level of focus he gave to really understanding my situation and what I was looking to achieve from the advice I was being given. He kept me fully informed ahead, during and after our meeting at the progress of the application and any paperwork. I would not hesitate in using him, or Vision again and have already highly recommended Guy to others.

“Always has my best interests at heart”

As always an excellent service from Guy, whom I trust implicitly because he always has my best interests at heart. He gives such a personal service nothing is ever too much. It is reassuring to know he is always there to help anytime. I would recommend him to anyone. Many thanks Guy.

“Gave me the confidence to invest”

Before meeting Guy Renfree I personally had little understanding of the financial markets and how they worked. However Guy’s comprehensive knowledge and expertise gave me the confidence to invest and look outside a financial institution which I had almost exclusively relied upon for over 3 decades.

“He is very good!”

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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.