Company Research Report: Vision Independent Financial Planning Ltd

Company Overview

• Name: Vision Independent Financial Planning Ltd

• Mission: To provide the ideal home for highly experienced independent advisers, ensuring access to the best support and resources, allowing them to focus on serving the best interests of their customers.

• Founded: No information is available.

• Founders: No information is available.

• Key People:

• Paul Sweaton, Executive Chair

• Zoe King, Chief Executive Officer

• Richard Jones, Head of Compliance

• Ian Gagg, Senior Executive

• Martin Fisher, Senior Executive

• Headquarters: Vision House, Unit 6A Falmouth Business Park, Bickland Water Road, Falmouth, Cornwall, TR11 4SZ, United Kingdom.

• Number of Employees: No information is available.

• Revenue: No information is available.

• Known For: Vision IFP is known as a successful and award-winning independent financial network with a focus on servicing high net worth clients and providing independent financial advice.

Products

• Products Offered:

• Investments

• Pensions

• Protection

• Mortgage Referrals

• High-Level Description:

• All products are designed to meet the complex and sophisticated financial needs of clients through independent financial advice. Vision IFP focuses on providing personalized and tailored financial planning and advisory services.

• Key Features:

• Investments: Access to trusted investment providers through the Vision Investment Portal, aiming to offer the highest quality investment opportunities that support a unique client base.

• Pensions, Protection & Mortgage Referrals: These services involve detailed guidance and support, tailored to individual client needs.

Recent Developments

• Recent Developments:

• Vision IFP has consistently expanded, reaching significant milestones including onboarding of 141 advisers and reaching £6.1 billion in assets under management as of January 2025.

• Transition in leadership with Zoe King appointed as CEO in 2024, and Paul Sweaton becoming Executive Chair.

• Launch of the Vision Acquisition division in 2021, focusing on strategic acquisitions to promote growth.

• New Products Launched:

• No information is available.

• New Features Added to Existing Products:

• Continuation of leveraging bespoke technology solutions to improve financial advisory processes.

• New Partnerships:

• The investment portal continues to strengthen its panel by engaging strategic partners aligned with transparency, trust, and integrity principles.

This structured company overview provides insight into Vision Independent Financial Planning Ltd, detailing its services, leadership, and recent strategic movements within the financial sector.