AB VISION FINANCIAL - Key Persons
Daryl is very proud to hold the distinction of being a Pension Transfer Specialist which reflects the highest level of expertise and knowledge within the Pension advice market.
Before setting up AB Vision Financial Ltd, Daryl was employed within three major UK financial institutions enjoying a highly successful career. AB Vision Financial was founded in order to let us continue providing a reliable trusted and friendly advice service following the withdrawal of face to face advice by several high street banks and building society's.
Daryl has dealt with his clients for many years having over 17 years experience in financial services and has built up strong relationships in both the private and corporate sector. He specialises in investment and retirement planning.
Daryl has the following qualifications:
DipFA, awPETR, ceMAP
With over 17 years of financial services industry experience, Ellis joined AB Vision Financial in 2015 following a previous market restructure causing all major high street banking institutions to retract from the financial advice sector.
Operating as an Independent Financial Adviser with AB Vision Financial, Ellis is a whole of market holistic financial planning specialist offering investment, retirement, mortgage, and protection advice to his clients within the private sector and the corporate sector. Offering a bespoke, tailored, and personalised service, Ellis has achieved an outstanding reputation within the industry from his success in building and maintaining strong relationships.
Kevin joined AB Vision as a senior adviser specialising in Retirement and Investment Planning. His aim is to offer clients a totally professional service when providing them with financial advice. This includes the option of a full after sale review service to ensure the on-going suitability of any products advised upon.
Kevin Has more than 25 years experience in Financial Services and has gained this experience working for two major UK Financial Institutions.
Kevin has the following qualifications:
DipFA, MAQ Mortgage Advice Qualification
Stephanie specialises in mortgages and protection advice and guidance for her clients. Offering them an honest, independent and professional service guiding them through all aspects of their journey with AB Vision.
Stephanie has the following qualifications:
Cert CII (MP)
Operating in Financial Services for over 22 years' across multiple major financial institutions , Stuart brings a wealth of experience and knowledge to AB Vision Financial. An award winning adviser specialising in Pensions, Investments, Mortgages & Protection.
Stuart offers his clients a personable, knowledgeable and experienced face to face advice service.
Stuart has the following qualifications:
DipFA, MAQ