Vision

What Vision does

Vision Independent Financial Planning Ltd (Vision IFP) is a UK authorised financial adviser network, founded in 2008 and headquartered in Falmouth, Cornwall, operating as a wholly-owned subsidiary of Rathbones Group Plc. The company recruits experienced independent financial advisers as appointed representatives — currently 139 ARs managing £6.9 billion in Funds Under Advice as of March 2026 — providing them with FCA authorisation cover, compliance and supervisory support, technology infrastructure, and access to investment providers through its own panels and services.

The core product is a bespoke back-office platform called the Vision Portal, which centralises the advice process with configurable access levels, MiFID-compliant charges reporting, and live client and financial information; this is complemented by a Client Portal, a Client App, the Vision Investment Portal (VIP) offering a vetted Discretionary Fund Manager panel overseen by an internal VIP Committee, and the Vision Adviser Review Service (VARS), an in-house team of report writers handling pre- and post-review documentation. Supporting services include compliance support, dedicated supervisory teams, an award-winning client services function, and an acquisition and succession planning division (launched 2021) that both onboards new IFAs and acquires adviser books.

Vision's business model is subscription-based network fees charged to appointed representatives under a transparent capped annual fee structure, with regulatory fees and professional indemnity insurance bundled in. The go-to-market combines a channel-partner recruitment motion (NextGen Conference, recruitment agents, word-of-mouth referrals, LinkedIn/Instagram presence, and a Channel Digital marketing partnership) with a community-led engagement model driven by regional and area business managers, peer networking events, seminars, and workshops. End customers are UK retail and high-net-worth individuals seeking independent whole-of-market advice across investments, pensions, protection, and mortgage referrals.

Name

Vision

Legal name

Vision Independent Financial Planning Ltd

Website

https://visionifp.co.uk

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

101–250 employees

Short description

Vision IFP is a UK FCA-authorised independent financial adviser network serving 139 appointed representative IFAs managing £6.9bn in Funds Under Advice via its bespoke Vision Portal technology, compliance support, and investment partner panel.

Ownership category

akta.pro rank

Headquarters

HQ city

Falmouth

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Network Fees from Appointed Representatives: Vision charges network fees to its appointed representative advisers. The company offers a transparent charging structure with an annual maximum capped fee. All regulatory fees and professional indemnity insurance are included as standard with no hidden or additional fees.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels8 records

Core offering

Vision IFP is a UK FCA-authorised independent financial adviser (IFA) network that recruits experienced financial advisers as appointed representatives. It provides them with bespoke back-office technology (the Vision Portal), curated investment access via the Vision Investment Portal (VIP), compliance and supervisory support, client services, a dedicated report-writing team (VARS), and acquisition/succession planning, enabling advisers to serve UK retail clients across investments, pensions, protection, and mortgage referrals.

Product overview

Vision IFP operates as a platform-plus-modules architecture for UK independent financial advisers. The core offering consists of a bespoke back-office system called the Vision Portal, supplemented by the Vision Investment Portal (VIP) for investment management access, the Vision Adviser Review Service (VARS) for report writing, client services support, compliance support, supervisory teams, and acquisition/succession planning services. Additional modules include a Client App and fully integrated Client Portal. The network provides services across investments, pensions, protection, and mortgage referrals.

Differentiator

Problem solved

Functional benefit

Brands

• Vision Investment Portal (VIP): Investment platform providing access to trusted investment providers with a VIP Committee of experienced industry experts dedicated to transparency, trust, and integrity.
• Vision Adviser Review Service (VARS)
• Vision Portal
• Vision Acquisition

Products and services

• Vision Portal (Bespoke Back Office System) Proprietary back-office system that manages the entire financial advice process, providing instant MiFID reporting and live client and financial information with role-based access for advisers, supervisors and clients. Built specifically for IFA businesses in Vision's network.
• Vision Investment Portal (VIP) Investment platform providing network advisers with access to a vetted panel of strategic investment partners and Discretionary Fund Managers, overseen by a VIP Committee of experienced industry experts focused on transparency, trust and integrity.
• Vision Adviser Review Service (VARS) In-house team of specially trained report writers who complete pre-review preparatory work and write post-review letters for network advisers, driving efficiency in suitability report workflow.
• Client Services Support Award-winning client services team delivering best-practice support built on trusted and collaborative relationships with network advisers, resolving day-to-day queries and championing core values.
• Compliance Support Dedicated compliance professionals supporting network advisers in navigating UK regulatory requirements, operating within a robust FCA-aligned compliance framework with Consumer Duty adherence.
• Dedicated Supervisory Teams Industry-expert supervisors who guide advisers from preparation through execution, covering technology, process and regulatory supervision to enable them to operate as independent entrepreneurs.
• Acquisition and Succession Planning Professional support for advisers transitioning their business or exiting, providing a transparent process covering all steps to create new opportunities for the seller and continuity for clients.
• Independent Financial Advice via Appointed Representative Network Membership of the Vision IFP appointed representative network, providing UK IFAs with FCA authorisation, whole-of-market access, technology, compliance, supervision, paraplanning, client services and succession support so they can deliver independent financial advice across investments, pensions, protection and mortgage referrals.

Quantifiable outcome

• £6.9 billion Funds Under Advice (March 2026)
• +2 more outcomes

Named customers7 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Two partnerships are on record, tiered core.

• Channel DigitalcoreGTM or Marketing PartnerDigital marketing partner providing professional website design and branding services exclusively for Vision's appointed representatives. 100% focused on helping businesses grow their branding online through professionally designed websites.
• Vision Investment Portal - Discretionary Fund Manager PanelcoreStrategic or Co-development PartnerPanel of industry leading Discretionary Fund Managers with whom Vision has negotiated terms and fees and completed necessary due diligence. VIP Committee of highly experienced industry experts oversees building and growing these strategic partnerships based on transparency, trust, and integrity.

Scale indicators8 records

Recent moves8 records

Expansion highlights5 records

Market position

Weaknesses5 records

Competitive moat6 records

Customer concentration

• LinkedInlinkedin.com/company/vision-independent-financial-planning-ltd
• Instagraminstagram.com/vision_ifp?igsh=azZyOXV2bjF4ZGJl
• Xx.com/visionifp

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Vision