Business Details
18 Years
experience
Independent Financial Advisers in Falmouth
Founded in 2008, we are a nationwide network of independent financial advisers dedicated to delivering tailored wealth management solutions. Our award-winning proposition empowers advisers to provide transparent, client-centric advice while leveraging cutting-edge technology and robust compliance frameworks. With over 6.9 billion in funds under advice, we combine traditional values with forward-thinking strategies to support high-net-worth clients. Our bespoke back-office systems and dedicated support teams ensure advisers can focus on building meaningful client relationships.Recognised as a 'Best Advice Network', we maintain FCA authorisation and prioritise ethical partnerships with trusted investment providers. Our leadership team brings decades of industry expertise, driving innovation in financial planning processes and adviser support. Through VARS and VIP committees, we enhance operational efficiency and investment offerings. With 142 appointed representatives, we balance national scale with personalised service, ensuring every client receives strategic guidance aligned with evolving financial landscapes.
Services
Independent Financial Advice
Wealth Management
Compliance Support
Bespoke Technology
Investment Planning
Pension Reviews
Protection Services
Mortgage Referrals
Adviser Training
Succession Planning
Details
- Year established: 2008
Highlights and features
- Award-winning network with 6.9bn funds under advice
- Bespoke technology enhancing adviser-client interactions
- Dedicated compliance and operational support teams
- Nationwide network of 142 appointed representatives
- FCA-authorised with transparent investment partnerships
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Personalised financial solutions
Responsive adviser support
Transparent investment processes
Stress-free retirement planning
Work-life balance benefits
Services
Independent Financial Advice
Our independent financial advisers create customised wealth strategies addressing pensions, investments, and protection needs. With access to whole-of-market solutions, we deliver unbiased recommendations aligned with individual client goals. Our FCA-regulated framework ensures compliance while maintaining adviser autonomy.
Bespoke Technology
Custom-built platforms including VIP and VARS streamline financial advice processes. These tools enable efficient portfolio management, automated reporting, and secure client-adviser collaboration. Our IT team continuously develops solutions enhancing operational effectiveness for 142 network advisers.
Compliance Support
Dedicated compliance professionals provide guidance on FCA requirements and risk management. Our framework includes pre-review preparations, policy implementation, and regulatory challenge navigation. This support allows advisers to focus on client relationships while maintaining full legal adherence.
Succession Planning
Structured programmes facilitate smooth business ownership transfers. Our experts guide advisers through valuation, legal structuring, and client transition processes. This ensures continuity for clients while maximising value for outgoing business owners.
Investment Management
VIP committee-curated investment options provide diversified portfolio solutions. We partner with trusted providers to offer tax-efficient strategies tailored to client risk profiles. Regular performance reviews ensure alignment with evolving market conditions and client objectives.
People
Paul Sweaton
Executive Chair
Co-founded Vision IFP during the 2008 crisis, growing it to 6.9bn in funds under advice. Recognised as UK's top adviser, he transitioned from global banking to lead this award-winning network as CEO until 2024.
Zoe King
Chief Executive Officer
With 30+ years in financial services, Zoe has shaped Vision's growth since its formative years. As CEO, she oversees strategic direction and maintains FCA senior management responsibilities while championing adviser success.
Richard Jones
Head of Compliance
Bringing three decades of compliance expertise, Richard established Vision's regulatory framework. He leads compliance strategy on executive committees, ensuring advisers navigate regulatory challenges while protecting client interests.
Sam Fidock
Head of IT
Transformed Vision's IT infrastructure into award-winning systems including bespoke CRM and client portal. His leadership combines technical innovation with adviser-focused solutions, enhancing both business resilience and client experience.
Phil Towner
Head of Wealth
Phil drives wealth management strategy with prior senior roles in major financial institutions. His focus on adviser collaboration and regulatory excellence supports sustainable business growth across Vision's nationwide network.
Questions
What financial services do you offer?
We provide independent advice on investments, pensions, protection, and mortgages through our nationwide network of 142 advisers.
How are advisers supported?
Advisers receive compliance assistance, bespoke technology tools, succession planning guidance, and access to our VIP investment platform.
Are your services regulated?
Yes, we're authorised and regulated by the Financial Conduct Authority (FCA) under reference number 487395.
What areas do you cover?
Our Falmouth-based network supports advisers and clients throughout the United Kingdom.
How to join your network?
Visit our Career page to explore becoming an appointed representative in our growing independent adviser network.
What makes you different?
We combine national scale with personalised service, offering award-winning technology and transparent investment partnerships.
Reviews (3)
Phil Murphy
Jan 08, 2022
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The best place to go, locally or nationally, great business, staff, service, have passed their details to many others and all have been hugely appreciative so props to Vision keep it up!!
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Oct 09, 2021
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Jul 23, 2021
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