I was awarded a VouchedFor Top UK Adviser Award in the Sunday Times on 10th April 2016; The Mail on Sunday 27th September 2015 and awarded VouchedFor Top UK Adviser in the Sunday Telegraph 29th March 2015. My Review Score is currently 4.8 out of 5 for customer satisfaction. I have been in this business for 27 years and predominantly Advise clients and work with Accountants on Savings, Pensions and Investments. I Advise those wanting to Save for their Retirement; those approaching Retirement and those in Post Retirement, along with the New Pension Freedoms that came into force in April 2015. I also advise on Auto Enrollment Pensions for Employers. I also Advise on Shareholder Protection and Partnership Protection for businesses to help them achieve an exit or succession strategy for the family. I also Advise on Relevant Life policies for Directors. I Advise on Family and/or Business Protection; also Mortgage Protection such as Life cover, Critical illness cover and protecting your income in the event of Illness or an accident that prevents you from working. Vista Financial Management Ltd are Independent Financial Advisers, and are Whole of Market Advisers; and NOT Restricted Advisers.
