Victoria Toan

Victoria Toan

VJT Wealth Management Ltd (Vision network)

Minimum savings/pensions: Over £250,000

0330 038 8942
Based in Winchester
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Top Rated 2026
Verified since: May, 2019
4.9 out of 5

91 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 17 January 2026

    Victoria and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 12

    Recent Client Reviews

    Verified reviews: 100%

    Victoria has received 12 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 09 January 2026

    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.

  • Qualifications Uploaded

    Qualifications not yet added

    Victoria has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Victoria has not yet added their fees to their profile

  • 10

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Victoria

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Victoria (based on 10 first impressions)

I have joined the Vision network following a career of over 30 years with HSBC Bank, 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 . I am also helping clients to plan for their retirement and navigate their way through pensions freedom legislation. My aim is to add value to my clients' financial position by helping to grow their wealth but also to protect what is important to them, using all available tax allowances and investment wrappers to ensure greater efficiency. This takes careful planning and provides structure and peace of mind in the process, ultimately making my clients and their families better off . My advice is independent so I can search the whole of the market to ensure my clients are offered the best solutions available. 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. In my spare time I like to spend time with family and friends. I enjoy being active playing tennis and doing gym classes. I enjoy long coastal walks and also practice yoga.