VSL Wealth Management Chartered Financial Planners

VSL can advise you on all the important aspects of personal financial planning, including:

  • Life and General Insurance
  • Savings & Investments
  • Mortgages
  • Retirement Planning
  • Wills, Trusts & Mitigation
  • Care Fees Planning

We will work with you to determine your requirements and give advice appropriate to your needs in these areas. VSL provides financial advisory services to clients from all backgrounds and walks of life. We offer to review all aspects of a client’s financial planning and will provide an overview of all your options.

VSL is fully independent, and provides unbiased advice based on products from the whole of the market in many areas. We can meet you in your home, at your place of work or at the VSL office in Leeds as you wish.

We will take you through the following steps to help you get the most from your investment:

  • Initial consultation – Discover the services VSL offers and how much these might cost, and you then decide whether the VSL offering meets your needs
  • Fact-finding – we gather information on your current financial circumstances, your plans and ambitions and the level of risk you are prepared to take with any investment
    Research – we examine the entire marketplace with a view to identifying the best providers and products to meet the goals and aspirations identified earlier
    Presentation – we provide a a comprehensive Suitability Report informing you of what we believe are the best providers and products to move your plans forward, and why these are the best options. You will be provided with comprehensive product information from the relevant providers before you make any purchasing decisions.
  • Application & review service – we will assist in the completion any relevant application forms, taking time to ensure you are happy with every stage.

Ongoing service – VSL offers several different levels of ongoing service. Depending on the service level you choose, our ongoing service may involve: ongoing access to us for technical support, regular updates on your investment, regular review meetings and a comprehensive Financial Health Check. VSL can provide financial support to you throughout your life, as your financial needs and priorities change. Let us build a relationship to bring financial security and success.

Mortgage Advice: We offer advice on a number of mortgages. To understand the the full features and risks, we will provide a personalised illustration. Remember that your home may be repossessed if you do not keep up repayments on your mortgage.
Investments Advice: Past performance is no guarantee to future performance and investments may fall as well as rise and you may not get back your original investment.

Plan for your future"It's not how much money you make but how much you keep and how hard it works for you"
: Robert Kiyosaki

  • Financial Planning
  • Protection Planning
  • Pensions & Retirement
  • Savings & Investments
  • Estate Planning
  • Advice for business