Creating a new standard for Investment Providers.
Our Mission
There is no such thing as a one-size-fits-all solution. We provide Independent Financial Advisers with access to some of the most trusted investment providers, whom we are proud to have on our panel as strategic partners. Our Vision Investment Portal Committee of highly experienced industry experts are dedicated to building and growing these valued relationships on the foundations of transparency, trust, and integrity, with a shared goal of consistently offering advisers the highest quality investment offering that will support your unique client base.
About VIP
Finding the right Discretionary Fund Manager who specialises in running your investment portfolio and making it a tailored service to you is so important. Your Independent Financial Adviser has to be fully informed and have the ability to harness opportunities as they arise. That’s why working together with VIP, your adviser uses their expertise and initiative in bringing to you an approved choice of Discretionary Fund Managers. In discussion with your Independent Financial Adviser you can then select the most suitable solution for your financial needs, safe in the knowledge that you are choosing from some of the best Discretionary Fund Managers that the industry has to offer.
Fund Managers
Fund Managers
*Funds under Advice value as of January 2025.
Our Services
Due Diligence
Due Diligence is the process of conducting thorough, in depth research on a company before entering into a business relationship with them. The primary role of our VIP committee is to provide extensive due diligence on Discretionary Fund Managers and strategic product provider partners, creating a panel of chosen firms and ensuring their ongoing suitability for use.
As part of it’s specialist consultancy role, The VIP committee meet with all our Discretionary Fund Manager members on a quarterly basis and product providers annually, to determine quality in service, charging structures, investment performance, bespoke offerings and eligibility. The due diligence and selection process carried out by VIP results in a consistently high quality investment offering and ensures advisers are always fully informed.
Bespoke Technology
We believe that wealth planning requires a personal and tailored approach. For the same reason, we have created our own bespoke back office system to manage all aspects of the financial advice process which allow access by all parties at different levels of the Advice process.
Our small powerhouse team of IT professionals are always on hand to guide you through our comprehensive suite of bespoke technology solutions. Having created an intelligent back-office system with an adviser-centred approach, their focus is never off the ball as they continue to strive for further cutting-edge advances.
Competitive Advantage
From the outset, your Vision Independent Financial adviser will have established your attitude to risk, specific goals and aspirations and outlined a suggested way forward using their expertise in the industry. Working alongside your adviser, VIP will have negotiated preferential and exclusive terms with selected Discretionary Fund management companies, on your behalf. VIP carries out all the necessary due diligence and appropriate diversification checks on some of the best Discretionary Fund Management services that the market has to offer, saving your Vision IFA time and this is likely to be reflected in any advice fees you pay.
VIP clients also have access to bespoke portfolios at lower than normal investment levels, giving more clients than ever access to the very best investment solutions when it comes to Discretionary Fund Management.
Unique Benefits
Exclusive Terms
Working with your Vision Indepedent Financial Adviser, VIP will have negotiated on your behalf with the selected Discretionary Fund Management companies preferential and exclusive terms when it comes to the service. This could include cost savings, access to lower entry levels than available in the open market, and should the need arise, transfers between VIP approved Discretionary Fund Managers are free from any additional DFM charges’
Reporting
Comprehensive reports available throughout the year providing performance analysis of your portfolio and regular market commentaries from the underlying fund manager.
Information at your fingertips
Working together with your Vision IFA and your chosen Discretionary Fund Managers, Vision Investment Portal (VIP) has created a dedicated website allowing you to view your own individual investment portfolio whenever you wish. We welcome you to log in via the My Valuation page and click on your relevant Discretionary Investment Management company that will bring you through to your portfolio using your unique log in details. The website can be used 24 hours, 7 days a week and is a secure way of keeping up to date with how your investment portfolio is performing, the information at your fingertips whenever its needed. You can also scroll through the website to get to know your Discretionary Fund Managers better plus obtain regular updates from them in the form of articles and other content.
Focus
Regular focus on your portfolio to ensure that the blend of assets is still appropriate in changing economic periods and the ability to respond quickly to market data.
Risk Matching
Access to a range of portfolios to match a wide range of risk strategies and your income and growth objectives.
VIP Investment Committee
Phil Towner
Phil Towner
Chief Executive Officer
Phil Towner is Chief Executive Officer at Vision Investment Portal, where he leads the strategic development and growth of the firm’s wealth management proposition. With a strong background in financial services and leadership roles across the sector, Phil brings a wealth of experience to the role, having previously held senior positions in larger organisations before joining Vision.
Since joining the business, Phil has played a key role in supporting advisers and regional teams, with a focus on driving growth, enhancing the client experience, and maintaining the highest standards of regulatory oversight. His promotion to Chief Executive Officer reflects both his deep understanding of the advice landscape and his ability to deliver results through collaboration, innovation, and a clear strategic vision.
Phil is passionate about helping advisers grow their businesses sustainably, and is committed to ensuring Vision remains a leading destination for high-quality financial planners.
Craig Richards
Craig Richards
Head of VIP
Craig has over three decades of financial service experience which has seen him operate within high end Private Client advice and Supervisory roles in the City and West End of London with a global banking organisation. He joined Vision in 2016 to build a team of industry leading advisers whom he still serves to this day.
Since 2020, he has sat on the Vision Investment Portal Committee as well as heading up the due diligence on Specialist Tax products and services. Since then, he has been a force for good, enabling the production of market leading performance data on client portfolios. He also exhibits a relentless mission to drive improvement in all aspects of VIP’s work as well as that of all the partnering firms on panel. His eye for detail and, often called upon, expertise is the bedrock of what he does today.
Jenifer Hall
Jenifer Hall
Business Insights Manager
Jen is the Business Insights Manager at Vision Investment Portal (VIP). With a career spanning over a decade in operational roles within the financial services industry, Jen brings a wealth of expertise and insight to her role at VIP.
Jen joined the VIP Committee early 2024. Her primary responsibility revolves around ensuring operational efficiency, maintaining service quality, and meeting the evolving needs of VIP’s clients. With meticulous attention to detail, she delivers strategies to uphold VIP’s reputation for excellence in service delivery.
Throughout her career, Jen has demonstrated an unwavering commitment to enhancing client experiences. Her role as a manager of award-winning Client Service teams attests to her dedication to providing unparalleled service and fostering lasting client relationships.
As the Business Insights Manager, Jen spearheads the development and implementation of marketing strategies and online content aimed at elevating the VIP brand image. Her strategic awareness and forward-thinking approach play a pivotal role in driving VIP’s growth and prominence within the industry.
Note from the CEO
Phil Towner
CEO of Vision Investment Portal
“By outsourcing the research process to Vision Investment Portal, Vision’s Indepedent Financial Adviser are able to benefit from the committee conducting robust, regular research and quarterly due diligence on our panel of strategic partners. This includes assessing performance against peers via risk-adjusted benchmarks, reviewing risk controls and providing direct feedback from advisers and clients to improve service. With this work done on their behalf, it enables advisers to spend more time working with and planning for their clients. By negotiating discounts from our strategic partners to cover the cost of this due diligence work, VIP clients benefit from more time with their adviser but just as importantly, lower adviser fees”
Contact VIP
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Find more information on our Investment page.