Why choose us

At Vision West & Wales, our Independent Financial Planners, Kevin Iles and Mark Barden, each have over a decade of financial services experience. Both are retirement, pension and Inheritance Tax specialists.

We are independent

  • Our partnership is built on the belief that clients gain a greater benefit from working with independent financial planners
  • Our independence allows us to access a wider range of options for clients
  • We prioritise our clients at all times
  • We create bespoke financial plans for each of our clients. Click here to see an example

We take the time to build solid relationships

  • Which is evidenced by our long-standing and loyal client base
  • We take time to understand your current situation and your goals for the future
  • We use our wealth of expertise and experience to offer personalised, tailored services and goal-based planning

We are specialists in retirement, pension and estate planning

  • As independent financial planners, we bring a combined total of almost 20 years’ experience in retirement planning to Vision West & Wales
  • We know how to deal with sensitive subjects and prioritise your needs above all else when discussing your future plans and finances

Our clients include people who are

  • Planning their retirement
  • Looking for ways to retire early whilst retaining financial stability
  • Already retired and looking for new ways to more effectively manage their finances

We use cashflow planning software

  • Using prudent assumptions we can help you plan for your future and make important decisions
  • It also allows us to consider different scenarios and understand the impact of events on your financial future
  • Our video explains more about the benefits of financial planning

Award winning

The following awards have been achieved in association with Vision Independent Financial Planning: