


Vision Independent Financial Planning
Financial Services • Falmouth, England, United Kingdom • 51-100 Employees
Company overview
| Headquarters | Vision House, Falmouth Business Park, Falmouth, Cornwall TR11 4SZ, GB |
| Phone number | +441326210904 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2008 |
| Employees | 51-100 |
| Socials |
Key Contacts at Vision Independent Financial Planning
Huw Stephens
Area Director
Zoe Reynolds
Area Director
Zoe King
Chief Executive Officer
Justin Garratt
Area Director / Independent Financial Adviser
Russell Metherell
Associate Director & Independent Financial Adviser
Metin Huseyin
Associate Director
Allan Williams Dippfs
Associate Director
Vision Independent Financial Planning Email Formats
Vision Independent Financial Planning uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@visionifp.co.uk), used 63.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@visionifp.co.uk | 63.6% |
{first initial} | j@visionifp.co.uk | 23.6% |
{first initial}{last name} | jdoe@visionifp.co.uk | 12.7% |
About Vision Independent Financial Planning
Vision Independent Financial Planning Ltd is a leading network of independent financial advisers specialising in high net worth clients. We’re fiercely protective of what Vision was designed to be; a top quality network for top quality IFAs. ❌We don’t use off the shelf solutions. ✅Expect bespoke systems tailored to the needs of our ARs. ❌We don’t dictate what providers & products you use. ✅A truly independent offering means that you have control, and always will. ❌We don’t tell you how to run your business. ✅With our award-winning support, we are here to help you grow the business that you’ve always wanted. Vision IFP is authorised by the Financial Conduct Authority, ensuring our Appointed Representatives provide truly independent advice. With a limited number of advisers we’re willing to work with, we only have room for those who truly appreciate our Vision. 💡Think you fit the bill? Let’s discuss how the Vision network can take your business to new heights. Contact us today to learn more.
Vision Independent Financial Planning revenue & valuation
| Annual revenue | $2,735,680 |
| Revenue per employee | $41,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $8,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Vision Independent Financial Planning has 29 employees across 7 departments.
Departments
Number of employees
Funding Data
Vision Independent Financial Planning has never raised funding before.
Vision Independent Financial Planning Tech Stack
Discover the technologies and tools that power Vision Independent Financial Planning's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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