What our clients say

Katharine Saunders

“it was great to have all my questions answered and gain a better understanding of my options. It’s left me feeling a lot less bleak about my future finances.”

Phil & Brenda Thomas

“Vision was fundamental in ensuring a financially secure future.  Vision provided us with a complete planning package after a one to one conversation which was friendly, knowledgeable, and professional.  Their detailed document reflected our wishes, aims and risk profile. Vision obviously listened to our individual needs.
Planning with Vision allayed our worries and fears about the future, our shared dialogue being an extremely positive experience.
Over our five years of retirement our plans and investments continue to be monitored, updated and accessible through the Vision website.
Help and advice is always readily available with regular updates and meetings.
We are confident in using Vision and without hesitation recommend Vision to anyone, including family and friends for financial advice to secure a professional, planning partner for the future.”

Don Rolls

“My only regret is that I did not come into contact with ‘Vision’ earlier in my working life. I had received advice from other financial advisers but ended up being further away from understanding what was happening than when we began! We found, in Kevin Gruszka of Vision Independent Financial Advisors, someone who was able to explain things very clearly so that we were never in any doubt about our financial situation. I have recommended ‘Vision’ to many of my colleagues who have taken up consultations and been very pleased with the outcomes. I would certainly recommend, without any reservation whatsoever, the superior service, both personal and professional, of Vision Independent Financial Advisors.”

Steven & Jenny Cotton

“Being first time buyers, we felt a bit clueless as to where to start with mortgage insurance, but James explained everything in such an easy way to understand. He talked us through all our options and gave us time to digest it all and come to our own decision. The whole process was made very easy, and he did all of the research and leg work leaving us to tackle the building work! We also loved having our own website where all the documents and information was uploaded and stored for us – it made the whole process so much easier and meant we didn’t have to try and find pieces of paper in and among boxes. We will definitely continue to use Vision IFAs in the future.”

Penelope Kirk

“How refreshing it is to find a company/person who offers sound, easy to understand advice and who truly ‘gets’ the Education Sector.  I have felt well supported and looked after ever since I began a working relationship with Vision IFA’s.  In addition, the website where I can view the progress of my investments and receive updates is incredibly easy to navigate, highly intuitive and exactly what I need.  A very impressive and professional company who I have no hesitation in recommending.”