Vision Independent Financial Advisors 186 Low Road, Thornhill, Dewsbury WF12 0PU

"Alana has helped me with all the stages of my retirement planning, pulling together my Teacher's Pension and various savings schemes. She is approachable, helpful and able to explain everything in layman's terms. I have full confidence that she will help me to reach my retirement goals and would recommend her services."

"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."

"We have worked with David at Vision over the past couple of years. As a relatively new organisation we were keen to implement a more robust pension structure that rewarded our team. David spent time getting to know the charity and understanding the nature of our work. This meant he was able to recommend a range of services that were the right fit for us at LS-TEN. David made the process of switching to a Salary Sacrifice Pension scheme tiered at different levels straight forward. He managed the initial relationship with the provider and met with staff collectively and individually to discuss the changes. At the same time enabling each team member the opportunity to review their individual financial planning. David has a large network of professionals and along with supporting our financial planning he has also sign posted us to other services that can benefit LS-TEN. I would recommend if you or your business are looking at your financial future you arrange a conversation with David and the team at Vision."

"Great advice from David and the team on our pensions savings and for all financial advice. David is a pleasure to deal with always available for advise very professional and reliable."

"My partner and I have worked closely with David to pull together several pension schemes, savings plans and private investments to reach clarity for our financial future. We are confident that with his help our financial potential will be maximised to help us reach our retirement goals. David is patient, clearly understands our expectations and is managing our retirement plans. Therefore, I would not hesitate to recommend David to family, friends and business colleagues for their financial planning too."