Vision Independent Financial Advisors - Wakefield

Andrea Saville

I/we had very little knowledge of how pensions worked and never saw ourselves being able to retire until I/we met David, and in a space of a few months of collating our finances I/we realised that yes I/we can retire and have the same lifestyle without working! David quickly put us at ease and explained everything in terms we understood. In turn we trusted him to sort our our next chapter of which he did/does a fantastic job and he will continue to be our guiding light for many years to come. David contacted all our pension departments and has now optimised our finances to get the best future for us. Please do not hesitate if you need any financial advice, don't delay call David now - He is the best!!!!
To summarise we have had an amazing experience long may it continue.

D Chong

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 it’s been a pleasure working with him. I would highly recommend his services.

Alex Laz

David has been great in helping me set myself up for a strong financial future. As a business owner, I was looking for a tax efficient way to set up a pension and to begin building wealth, as this is something I should have started years ago. David helped me set up a pension, set some financial objectives and find the optimal investment structure to build wealth in the most tax efficient way possible. We have worked together via video call the whole time even though I am based in London, which has also been very helpful. I would highly recommend David to anyone looking to build wealth or for any help related to financial planning.

Emma Sykes

Planning for retirement was always something I’d put ‘on the back burner’. However, as ‘mid-life’ loomed ever closer, I knew it was something I’d need to take a proper look at but lacked the confidence (and specialist knowledge) to make sound investment choices. Enter Vision. I was introduced to David Abel via personal recommendation, and he certainly does not disappoint. David assessed my current financial situation and asked questions about my vision for retirement and tailored his proposal towards achieving this. We have regular reviews to ensure we’re still ‘on track’ and I have every confidence that, with David’s help, I can look forward to achieving my goals. I would have no hesitation in recommending David and Vision Independent Financial Advisors to anyone seeking help with Financial Planning.

RK

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 I’m 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 Independent’s 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 I’ve understood his advice properly and that im happy with the suggestions he’s 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 David’s 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.

Rob Beel

As retirement began to become a possible reality from my post as a Primary Headteacher, I was in great need of some reliable, honest financial advice, with regards to the whole process for making it happen, as well as what to do with the lump sum that I wound be eligible for.
A colleague recommended Vision, as he had dealt with them through the same circumstances.
I was certainly apprehensive and somewhat confused before I spoke to them, and in need of some reassurance.
As a result of the advice and support I received from Vision, and David Abel in particular, I became convinced and confident that retirement was a real option, and felt that I could 'step off the cliff' and go ahead.
I am now retired and my lump sum and other monies are invested securely, and making profits, despite the ravages brought about by Covid and other negative influences worldwide.
Alongside my own circumstances, Vision have also supported my partner as she has retired, so their positive effect on our family has been two-fold.
I would recommend them to anyone (indeed I have), who is in need of such support and advice.
The service has been nothing but efficient, responsive and tailored to our needs. The personal touch that comes alongside it is particularly of note.

Terence Spencer

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 Teacher’s 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 didn’t retire early.

The information provided by Vision enabled me to make this decision with confidence

I don’t 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!

David Somers

I was in Limbo with the investment sum. David Abel was clear about the options available to me. The platform he uses is a big advance for me to a 21st Century portfolio management system.
I have been very impressed by David's breadth of business knowledge including my sector and his interest in knowing my business to create networking opportunities with his contacts.