0330 038 8942
Based in Winchester
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: May, 2019
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Victoria and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 17 March 2025
Victoria and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
Victoria has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Victoria has received 10 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 10 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Victoria has not yet added their qualifications to their profile
Qualifications not yet added
Victoria has not yet added their qualifications to their profile
Transparent Fees
Victoria has not yet added their fees to their profile
Fees not yet added
Victoria has not yet added their fees to their profile
9
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Victoria (based on 9 first impressions)
100% of users who are not yet clients had a positive first experience with Victoria
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Victoria (based on 9 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Victoria and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 17 March 2025
Victoria and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
Victoria has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Victoria has received 10 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 10 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Victoria has not yet added their qualifications to their profile
Qualifications not yet added
Victoria has not yet added their qualifications to their profile
Transparent Fees
Victoria has not yet added their fees to their profile
Fees not yet added
Victoria has not yet added their fees to their profile
9
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Victoria (based on 9 first impressions)
100% of users who are not yet clients had a positive first experience with Victoria
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Victoria (based on 9 first impressions)
I have joined the Vision network following a career of over 30 years with HSBC Bank, which included 20 years of providing regulated financial advice, but with particular expertise in helping and advising high net worth clients. This has involved creating portfolio management and estate planning strategies, which can often be complex . I am also helping clients to plan for their retirement and navigate their way through pensions freedom legislation. My aim is to add value to my clients' financial position by helping to grow their wealth but also to protect what is important to them, using all available tax allowances and investment wrappers to ensure greater efficiency. This takes careful planning and provides structure and peace of mind in the process, ultimately making my clients and their families better off . My advice is independent so I can search the whole of the market to ensure my clients are offered the best solutions available. In addition, my time with HSBC has also allowed me to gain extensive experience in banking as well as coaching and developing others, which has also given me a much broader range of knowledge and skills. In my spare time I like to spend time with family and friends. I enjoy being active playing tennis and doing gym classes. I enjoy long coastal walks and also practice yoga.
Offers available through VouchedFor
Contact Victoria through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Victoria's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
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