Accounting News

Wealth Management Division

Visionary Accountants launch Wealth Management Division

Thursday 1 January, 2015

In January 2015 Visionary Wealth Management was launched to offer our clients personal financial planning advice to complement the accountancy, tax, payroll and other business services we offer.

Richard Porter Visionary Accountant’s Financial Adviser will head up the wealth management team.  Richard has spent his career in the financial services industry.  He is an experienced financial adviser who has focused on high net worth business owners dealing with their pension, investment and tax planning needs.

Richard said: ‘we are delighted to offer our clients financial planning advice. By using our bespoke lifetime cash flow modelling software we work with you to define your financial goals and aspirations. We model your current and forecasted wealth, alongside your income and probable expenditure to provide you with a long term Personal Financial Plan.  Cash flow modelling is at the heart of our financial solution as the decisions we make today affect how much of your income you can invest and helps you control any future tax liabilities.’


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