Vision Wealth Management Recenzje 

30
Wynik TrustScore: 4.5 na 5

4,7

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Zobacz, co mówią recenzenci

Oceniono na 5 z 5

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 b... Zobacz więcej

Reakcja na opinię

Oceniono na 5 z 5

Adam Goodall of Vision Wealth Management has dealt with a re mortgage , building and contents insurance , in both cases has saved me money . He also consolidated some small pensions into one . A... Zobacz więcej

Reakcja na opinię

Oceniono na 5 z 5

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... Zobacz więcej

Reakcja na opinię

Oceniono na 5 z 5

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... Zobacz więcej

Reakcja na opinię

Informacje dotyczące firmy

  1. Pośrednik finansowy
  2. Doradca finansowy
  3. Usługa inwestycyjna
  4. Pośrednik kredytów hipotecznych
  5. Pozabankowe usługi finansowe

Napisane przez firmę

Offering quality financial advice on a wide range of financial products and services tailored to our clients' needs and aspirations. Approver Quilter Financial Services Ltd 24/02/2026


Dane kontaktowe

4,7

Doskonała

Wynik TrustScore: 4.5 na 5

30 recenzji

5 gwiazdek
4 gwiazdki
3 gwiazdki
2 gwiazdki
1 gwiazdka

W ostatnim czasie nie zapraszano do recenzowania

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4,7

Wszystkie recenzje

(30)

Liczba recenzji w ciągu ostatnich 12 miesięcy: 0

Napisz recenzję
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Oceniono na 5 z 5

Brilliant Advice

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!

17 października 2022
Opinia niezależna
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Odpowiedź od Vision Wealth Management

Thanks for leaving your review, glad we could help.

Oceniono na 5 z 5

A great service

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

14 marca 2023
Opinia niezależna
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Odpowiedź od Vision Wealth Management

Thanks for the feedback Annette, we're really pleased to have helped!

Oceniono na 5 z 5

Jess is a star!

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!

18 grudnia 2022
Opinia niezależna
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Odpowiedź od Vision Wealth Management

Thanks for taking time to leave a review Mike. We're really pleased you were happy with Jess' work, we'll make sure she gets the positive feedback.

Oceniono na 5 z 5

Flawless service

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.

5 grudnia 2022
Opinia niezależna
Logo Vision Wealth Management

Odpowiedź od Vision Wealth Management

Thanks for the great feedback Mark.

Oceniono na 5 z 5

Great service. Would recommend.

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

23 listopada 2022
Opinia niezależna
Logo Vision Wealth Management

Odpowiedź od Vision Wealth Management

Thanks for the positive feedback - We're really glad we could help.

Oceniono na 5 z 5

I have recently used Vision Wealth as my mortgage broker

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.

9 września 2022
Opinia niezależna
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Odpowiedź od Vision Wealth Management

Thanks for taking the time to leave feedback Barry - Best of wishes in your new house from all of the Vision Wealth Management team!

Oceniono na 5 z 5

Vision Wealth Management = a delightful experience.

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'.

17 maja 2022
Opinia niezależna
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Odpowiedź od Vision Wealth Management

Thank you for the feedback Robert - We're really pleased to hear of the experience you had with us.

Oceniono na 5 z 5

We had a unique case that required…

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.

16 marca 2022
Opinia niezależna
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Odpowiedź od Vision Wealth Management

Thanks for the feedback Andrew - We appreciate you taking time out to leave a review.

Oceniono na 5 z 5

This is my second time using Vision…

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.

22 listopada 2021
Opinia niezależna
Oceniono na 5 z 5

Helpful

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

25 października 2021
Opinia niezależna
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Odpowiedź od Vision Wealth Management

Thanks for your feedback Vinunti, it's very much appreciated

Oceniono na 5 z 5

Faced with a tricky equity release…

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!

14 października 2021
Opinia niezależna
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Odpowiedź od Vision Wealth Management

Thanks for the feedback Jason - We're really pleased we could help.

Oceniono na 5 z 5

Excellent professional and efficient service

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 .

13 października 2021
Opinia niezależna
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Odpowiedź od Vision Wealth Management

Thanks Helen, for your kind words and taking the time to leave feedback.

Oceniono na 5 z 5

Excellent service

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

31 marca 2021
Opinia niezależna
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Odpowiedź od Vision Wealth Management

Thanks for your feedback Anna - We look forward to helping again in the future!

Oceniono na 5 z 5

Adam is very well informed

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.

14 października 2020
Opinia niezależna
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Odpowiedź od Vision Wealth Management

Thanks for taking the time to review us Ben. We look forward to continuing to work with you in the future.

Oceniono na 5 z 5

Adam is an amazing guy and so…

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.

30 maja 2020
Opinia niezależna
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Odpowiedź od Vision Wealth Management

Thanks for your glowing review Martin. We really appreciate you taking the time out to give us your feedback.

Oceniono na 5 z 5

5 Star review for Vision Wealth Management

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.

30 marca 2020
Opinia niezależna
Logo Vision Wealth Management

Odpowiedź od Vision Wealth Management

Thanks Jeanette - We really appreciate your glowing review. All the best in your new home!

Oceniono na 5 z 5

Professional and friendly service that…

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.

23 marca 2020
Opinia niezależna
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Odpowiedź od Vision Wealth Management

Thanks, Richard - We really appreciate you taking the time to review our work and we're delighted to have helped you with buying your new home.

Oceniono na 5 z 5

Adam - Vision Wealth Management

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.

12 lutego 2020
Opinia niezależna
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Odpowiedź od Vision Wealth Management

Thanks for your review Kathryn - We're really pleased that you've seen the benefits of our Whole of Market mortgage advice rather than sticking with your existing lender.

Oceniono na 5 z 5

An excellent service provided by Adam…

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.

25 stycznia 2020
Opinia niezależna
Logo Vision Wealth Management

Odpowiedź od Vision Wealth Management

Thanks for taking time to leave a review, we're really pleased we could help you with your insurance requirements.

Oceniono na 5 z 5

Highly recommend Vision Wealth…

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!

18 grudnia 2019
Opinia niezależna
Logo Vision Wealth Management

Odpowiedź od Vision Wealth Management

Thanks for taking the time to leave your review. We're really pleased to help you both and wish you all the best in your new home.

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