Independent Financial Advisor in Falkirk, Stirlingshire

Visit our Web Site:

Vision Financial Planning are Alternative Financial Advisers and do things differently from other Financial Advisers.

Vision Financial Planning cover the whole of the FK postcode area from Allow, Alva, Bonnybridge, Callander, Clackmannan, Crianlarich, Derny, Dollar, Doune, Dunblane, Falkirk, Grangemouth, Killin, Larbert, Lochearnhead, Menstrie and Stirling to Tillicoultry.

We offer you the client, only 2 services, Lifestyle Financial Planning and Specific Solutions so there is complete clarity as to what we can deliver to you. After your initial FREE Discovery Meeting, you can then decide which of the following 2 ways to join as a client of Vision Financial Planning. Here is a description of the 2 services:

1)    Lifestyle Financial Planning

This is an exhilarating process you will never have experienced with any other financial adviser!! Guaranteed!!

What distinguishes us from other financial advisers is that we focus on genuine ongoing personal service, founded upon financial planning principles and this fee based service is not reliant on the commission based transactional model operated by most advisers.

At Vision Financial Planning, we specialise in providing relationship based independent financial advice. In short, this means we work to understand what is really important to you, both now and in the future, and we work with you to help bring this about. We are experts in Lifestyle Financial Planning.

Lifestyle Financial Planning is about helping you get what you want out of life. It is about clarifying your dreams and objectives and turning them in to a reality.

Every Life Plan we design, creates a personalised financial strategy to meet your goals and ensure your financial security is not destroyed by any catastrophe. Once we have clarified what your goals and aspirations are, we are able to give you a glimpse of what your desired future lifestyle looks like and if you don't like what you see, bring you back to the present to take action.

Our objective is to help you achieve all the things you want in your life, to enjoy the lifestyle you want now and in the future without you ever having the fear of running out of money.

2)    Specific Solutions

This service has been designed around providing you with independent and unbiased advice on one or two specific areas that you feel need attention, if Lifestyle Financial Planning is not for you.

For example you may be looking to obtain a mortgage or considering Equity Release and are looking for advice only on that specific area. Or you may have accumulated several deferred pension plans over the years and are looking to review their performance going forward.

We are able to offer independent advice on specific areas that require attention, such as:

•      Pre and Post Retirement Planning ie Pensions
•      Mortgage Advice - Remortgage, Buy to Let
•      Equity Release - Interest Only or Interest roll up products
•      Family Protection - Life Cover as a lump sum or regular income
•      Business Protection - Partnership Protection/Shareholder Protection
•      Estate Planning - Interitance Tax Solutions

After the Discovery Meeting, you decide which of the 2 services you want and then we write to you with our proposal. We call this an engagement letter and it sets out exactly what we will do for you and what we will charge for the advice and services. At this stage there is no obligation to proceed and you have not incurred any costs. However, if you are happy with what we propose to do for you, then you just sign and return a copy of this engagement letter to instruct us to proceed.

Take the first step to a brighter future with a FREE Discovery Meeting from your Falkirk based experts.

back to the top