Clear Vision.Bespoke Advice for our Clients.

Victoria J Toan

Victoria J Toan

Independent Financial Adviser, DipPFS

I have joined Vision following a career of over 30 years with HSBC, 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. 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.

I decided to join Vision because of their philosophy and values and I know that their practices will allow me to give my clients the time they need and deserve to ensure that they are at the centre of all I do.

Integral to my business is building long term trusted relationships with my clients, so I can understand what is really important to them and their families both now and in the future. My job and purpose is to help them achieve their financial goals and grow their wealth by putting in place robust financial planning, but also crucially ensuring that plans are in place to protect what is important to them. Essentially this involves undertaking comprehensive financial reviews and regular ongoing reviews.

The ability to offer truly independent financial advice provides me with the opportunity to make sure my clients are offered ‘best of market’ financial solutions, so they can feel confident and reassured about any advice provided.


Should you wish to have an initial conversation, which is complimentary, then please contact me at or by mobile on 07702 325449. I will be delighted to speak with you.


Testimonials

“Victoria was very professional, yet showed warmth and empathy. She is credible and demonstrates a wealth of experience but keeps things simple and easy to understand. Highly recommend.”

“Victoria assessed my situation and recommended options for both moving my SIPP and my personal savings investments Having successfully completed the initial changes she has organised reviews with the fund and has advised me as to a drawdown plan given anticipated investment recovery and actuarial considerations overall Victoria inspires confidence and conveys a genuine desire to do the very best for her clients.”
“Victoria has recently provided me with advice about my company pension scheme and also my existing equity ISA. Victoria provided me with a welcome level of detail, as well as clear explanations for her suggestions. I feel reassured to have somebody like Victoria to contact whenever I have financial queries.”

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