Sarah Williams has been absolutely first class.  She has put in a great deal of time (including much out of hours!) and has almost become one of the family.

Mrs M – Cornwall

“I greatly admire and trust your thoroughness and professionalism”

Mr H – Cornwall

Sarah is a credit to Vision.  I have received consistently sound advice from her over the past ten years and when it came to me looking for a pension, she was always going to be my immediate go to.  Best in class, energetic, efficient and a pleasure to deal with.

Mr D – Cornwall

My IFA Sarah is always available if I need her.  She is thorough in her explanations and never leaves us waiting if we are worried or unsure.  She takes time to get to know us so she can advise us better.  I have recommended her to friends.

Mr & Mrs M – Cornwall

Sarah Williams has been my personal financial advisor for many years and has helped guide me through many ups and downs during that period. She is very professional and knowledgeable and has that magic touch of getting to know her clients on a personal level so her advice is tailor made.  I would recommend Sarah to anyone needing financial advice.

Mr H – West Cornwall

Sarah has been acting as our IFA for a good number of years and we have been very pleased with what she has delivered. I have used at least 3 IFA’s before Sarah and what is striking, for me, is the way Sarah insists on looking the whole context within which she gives advice. Not all do. I very rarely recommend anyone or any service, I am very happy to recommend Sarah to anyone looking for an Independent Financial Advisor.

Mr and Mrs W – Bude

Sarah has proved a great choice as our financial advisor. She quickly established a highly professional relationship with us, delivering an excellent level of service with accuracy, efficiency and care. Sarah is attentive to our needs and always offers a well rounded picture on which we can then base our financial decisions. We highly recommend her and look forward to continued success together.

Ms R – St Agnes

Sarah Williams has been of great help, guiding us through our investment planning when we decided to take early retirement. Recently when there was a downturn in the market due to Covid 19, we had several phone calls to inform us of the situation even when we were stranded abroad unable to fly home.

Mr and Mrs H – Truro