About Us

Find out more about our experienced team members.

Adam Goodall PETR DipPFS CeMAP CeRER CeLTCI CertPFS (DM)

Financial Planner & Pension Specialist

I've worked in retail banking and the financial advice sector for over fifteen years. During this time I've endeavoured to be able to offer holistic advice to both my private and corporate clients. I get a great deal of satisfaction from cracking financial puzzles for my clients, whether it be their niche mortgage situation or finding the most effective way to build their investment/pension portfolio.
When I'm not at my desk, I like to ski, travel and spend time with my family.

Lee Franklin CeMAP

Mortgage & Protection Adviser

I have a background in banking with over fifteen years of customer service experience. I pride myself on understanding the importance and care that needs to be taken in ensuring that my client's financial needs are met.
In addition to residential and buy to let mortgages, I also specialise in related personal insurances.
For my spare time, I enjoy travelling, football and spending time with my wife and children.

Rajul Patel CeMAP

Mortgage & Protection Adviser

I have been in the finance industry for over fifteen years helping clients with their finances. Over these years I have made all my clients a part of my life and Ive worked hard to ensure they get the right outcomes.
I get a great deal of satisfaction when I help my clients get the keys to their dream home or help them save money on a remortgage.
I like to unwind by spending time with my family or enjoying the peace and quiet of taking my car out for a drive.

Dan Marshall CeMAP

Mortgage & Protection Adviser

Having changed career to the financial services industry I thoroughly enjoy getting to know my clients and truly understanding their circumstances. This allows me to offer comprehensive advice no matter the scenario, whether it be a first property purchase, buy to let remortgage, or properly planning the appropriate protection needed.
When I'm not contemplating a financial conundrum I enjoy flying, spending time with my family, and the odd blast out on the mountain bike.

Dan Marshall CeMAP

Mortgage & Protection Adviser

Having changed career to the financial services industry I thoroughly enjoy getting to know my clients and truly understanding their circumstances. This allows me to offer comprehensive advice no matter the scenario, whether it be a first property purchase, buy to let remortgage, or properly planning the appropriate protection needed.
When I'm not contemplating a financial conundrum I enjoy flying, spending time with my family, and the odd blast out on the mountain bike.

Louise Goodall

Practice Manager

I joined Vision Wealth Management in 2018 as the Practice Manager. Prior to that, I had worked as a Customer Service Consultant in retail banking for over ten years. I spend my time liaising with clients and companies to ensure the work we do for clients runs smoothly and to timescale.  When I'm not keeping busy with work, you will find me enjoying time with my family.

Jess Patterson CeMAP

Mortgage & Protection Adviser

I have extensive experience in mortgages and financial services, with over fifteen years of exemplary customer service history. I have an in-depth understanding of the mortgage product market and strive to recommend solutions that fit perfectly with my clients' budgets, goals and future plans.
In addition to Residential and Buy to Let mortgages, I also advise on related insurances.
In my personal life, I enjoy spending time with my family and keeping fit.