0330 038 8942
Based in Milton-Keynes
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: November, 2023
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Tean is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tean's status
Last checked: 26 April 2025
Tean is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tean's status
7
Recent Client Reviews
Tean has received 7 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tean has received 7 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: 20 November 2024
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.
10
Qualifications Uploaded
Tean has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
10 qualification certificates available to view
Tean has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Tean has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Tean has provided information on their typical fees
Tean has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA status: Certified by Firm
Tean is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tean's status
Last checked: 26 April 2025
Tean is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tean's status
7
Recent Client Reviews
Tean has received 7 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tean has received 7 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: 20 November 2024
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.
10
Qualifications Uploaded
Tean has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
10 qualification certificates available to view
Tean has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Tean has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Tean has provided information on their typical fees
Tean has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I have been advising clients since 1998. My job is to provide you with the best advice to assist you in achieving your financial goals. After 3 years in management for national firms I delighted to be returning to advising my clients. What does being an Independent Financial Adviser mean for you? It means that I am not connected to any product provider and can research and choose products and services from the whole of the market. I am ideally positioned to provide clients with a highly professional and personalised financial planning and wealth management service to meet your needs. From planning for the retirement you’ve always wanted, to passing on wealth to your loved ones, I will only recommend financial advice if it’s right for you. Where you have existing arrangements I will offer suitability advice on retaining or amending them in line with your current needs and based on your individual circumstances. I'm passionate about financial planning and ensuring everything we do is focused on what is right for you. I look to build close relationships with all our clients, ensuring we adapt to a client's changing position and objectives over time. I aim to become a client's trusted adviser by giving expert independent financial advice and focusing on providing first class service. The first consultation meeting is always at our cost to provide you with the opportunity to understand our advisory process, our charging structure and ongoing wealth management services in detail before committing to any formal financial advice. When I'm not working, I'm usually on the side of a rugby or football pitch watching my three son's play. I also volunteer for the Duke of Edinburgh scheme and am the welfare Officer for Oundle tennis club.
Offers available through VouchedFor
Contact Tean 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 Tean's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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Adviser Disclaimer
Vizion Wealth LLP. Registered office: 16 London House, Swinfen's Yard, High Street, Stony Stratford, Buckinghamshire. MK11 1SY. Registered in England number: OC367088. Vizion Wealth LLP is a Limited Liability Partnership. Vizion Wealth LLP is authorised and regulated by the Financial Conduct Authority. FCA register number: 565523