There is no presentation, no sales process and no obligation to go any further. It is simply an opportunity to explore whether there is a good fit on both sides. The conversation is confidential and there is no charge.

No. Your assets remain in your own name and under your control at all times. Vista provides advice and oversight, helping clients make informed decisions about how their wealth is structured and managed. Any changes are made only with your agreement and instruction

Fees depend on the nature and complexity of the work involved. Some clients engage Vista for a specific project, while others prefer an ongoing advisory relationship. All fees are agreed in advance and charged transparently, with no commissions or product-related remuneration.

Vista typically works with business owners, senior professionals and families with increasingly complex financial lives. While every client is different, most are looking for independent advice, long-term thinking and a more joined-up approach to managing wealth.

No. Vista does not require clients to move assets or replace existing providers. In many cases, existing arrangements remain entirely appropriate. Where changes are recommended, they are made because they are expected to improve outcomes, not because Vista has any commercial interest in the recommendation.

Usually not. Most clients already have trusted professional advisers. Vista works alongside accountants, solicitors and other specialists, helping to coordinate advice and ensure that important decisions are considered in the context of the wider picture.

Vista is built around long-term advisory relationships rather than products or transactions. The focus is on helping clients make better decisions across their entire financial life, not simply managing an investment portfolio. Advice is provided on a fee-only basis, with no commissions or incentives linked to products, providers or activity.