Vision Independent Financial Planning Ltd
Self Employed Independent Financial Adviser
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Vision Independent Financial Planning is a true adviser centric network.
We know that IFAs are as individual as your clients and so provide you with the freedom and flexibility to run your business as you see fit, with the comfort and security that we provide in terms of regulatory support, protection, and business development support.
As a truly independent network, we operate a genuine whole of market approach, and our scale has allowed us to negotiate preferential terms with a number of DFM and MPS providers. Wholly owned by Rathbones, our financial security means we are able to offer both competitive fee sharing arrangements and commercial lending terms.
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I am looking to speak with entrepreneurial financial advisers who want to run their own business but benefit from the opportunity and security that we can provide.
We offer:
- Truly supportive network, fiercely protecting the nature of independent advice
- Preferential terms from a fully researched recommended range of DFM and MPS offerings, with no bias and the ability to go outside the selection
- An AI capable CRM system to be introduced in January 2027
- Competitive fee sharing arrangements, paid weekly
- Very competitive lending terms from our parent, Rathbones, to finance book purchases
- Full compliance and FCA support
- Access to paraplanning support and an in-house review service (both available at additional cost)
- Significant CPD, development, and support through regional business managers
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