Vision Wealth Management Reviews 30

Brilliant Advice from Jess has made a huge financial difference. She gave balanced advice discussing both pros and cons. I am writing this several months after our meeting as it has only now really become super apparent that without Jess and her sound advice we would be paying ££££ more each month. THANK YOU!

A great service.
Kept up to date with no hassles.
Adam and Louise are very efficient.
Would recommend 👍

Jess has been absolutely fantastic through the purchase of our first home, from first contact through to completion of the mortgage and the setting up of the protections, she's been a delight to deal with, professional, knowledgable and always proactive with updates. Thank you!

Flawless service. Every part of our application was dealt with with professionalism and expertise. If it wasn’t for Dan, we would not be the owners of a wonderful new home. It was really an excellent service at a time of great economic uncertainty in the UK. Thoroughly worth the fee.

Our adviser was knowledgeable, friendly, and always available to take a call or respond to an email quickly. Would recommend.

I have used Vision Wealth for my last two house purchases. They are always professional and extremely helpful not matter what the issue. They have a great knowledge of the market which as resulted in a very good product both times, even with multi currency incomes. Any queries have always been answered quickly.I would highly recommend.

We were introduced to Vision Wealth Management by a good friend - and very happy to have been so. A first contact with Adam Goodall was so good, friendly, positive and straight forward, we thought - yes, this is for us. After some to & fro communications we were delivered into the supremely competent hands of Jess patterson, our broker, who was quite delightful, naturally we presented her with quite a few problems and a meeting arranged. Anyway, she eventually came up trumps with exactly what was required and the process started, seen through to completion, all went exceedingly well, no problems at all and here we are = all done. We are very, very happy indeed with the result and huge thanks to Jess Patterson and Adam Goodall of Vision Wealth management for unfailing 'can do'.

We had a unique case that required detail input. The team were helpful and determined To ensure the best rates and did it all with a helpful tone. Thank you for your help Dan and Louise.

This is my second time using Vision wealth management, they are fantastic and make the whole experience so much easier. Dan from the start of the remortgage process has met my requirements and supplied multiple options for us to work with, nothing has been too much trouble and most importantly for me the communication has been perfect, not had to chase for anything, other members of the team have got involved when needed to push everything in the direction and overcome those little hurdles along the way. A superb company and couldn’t recommend them and especially Dan enough, we will continue to place our trust in them all for our future requirements.

Adam has been extremely helpful and is very knowledgable! I would highly recommend his services and expertise.

Faced with a tricky equity release proposition, I was delighted with the sourcing, knowledge and extraordinary service offered by Adam and his team. Delighted that he succeeded in reaching the desired outcome, where others had failed. Full marks!

Can’t fault Adam he has been extremely helpful from day 1of our initial conversation about my pension . Any questions or queries I have had he has always been very quick to respond. He has explained everything we needed in layman’s terms , understanding the amount of financial knowledge we had and tailored any explanation to our needs .

Stress free to find a good deal on the mortgage, would highly recommend.

Adam is very well informed, and answered all my questions and more. There is never any feeling of being rushed, and I always feel like i'm getting thorough and conscientious advice and support.

Adam is an amazing guy and so professional at what he does and his knowledge of the market is second to none. He has been excellent in helping and guiding me to where I am now with my portfolio. So I can't thank him enough and would recommend him to anyone with the upmost confidence.

A 5 Star rating isn't enough when reviewing Vision Wealth Management.
Totally Excellent Service!!

Recommended through a friend, both Adam and Louise offer an outstanding service of which I will throughly and happily reccomend to anyone who is looking to purchase a property.

They advised through all steps of the process, securing my mortgage deal, assessing my finances and even recommend a brilliant conveyancing service, who were brilliant. The whole process has been hassle and stress free.

Thanks to Adam and Louise, Vision Wealth management have helped me secure my home.
Trust me and everyone else who recommends them, you will not be disappointed in the service provided.

Professional and friendly service that helped us to purchase our new home. Vision Wealth Management took the pressure off us and guided us through the complete process. Adam managed to find a very competitive mortgage deal and insurance policies, total customer satisfaction.

We were recommended to Adam by our friends. Having only used one lender for our mortgage previously it was lovely to have Adam visit us and offer independent advice and then deal with our mortgage application going forwards. We were kept well informed and the whole process was seamless from start to finish. We were that impressed by the service Adam offered that he has since sorted out our life insurance. I would not hesitate in recommending him.

An excellent service provided by Adam Goodall to get me life insurance. I’m A British expat living in Oman so it wasn’t a straight forward process by any means. Adam however kept in constant communication and supported me through the process fully. I would highly recommend him.

Highly recommend Vision Wealth Management, Adam and Louise were amazing support throughout the process of buying our first home with general advice and organising our mortgage and insurances. Would definitely recommend them to anyone and use them again!