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Frequently Asked Questions

At AB Vision, we know that financial decisions can sometimes feel complex. Our Frequently Asked Questions have been put together to give you clear, straightforward answers to the things we’re most often asked about – from mortgages and savings to pensions, protection and estate planning. If you don’t see what you’re looking for here, our advisers are only a call or message away and will be happy to help.

How can I book an initial meeting?

To book an initial meeting with us, please call or email us on; 01292 263001 or info@abvision.co.uk

Where Is Your Main Office Based?

Our office is based in Ayr, at 15 Miller Rd, Ayr KA7 2AX. For the best advice, we recommend booking an appointment to guarantee one of our expert local advisors is free to give you the utmost care.

Do I have to pay for an initial consultation meeting?

An initial meeting is complimentary.

Where are the meetings held & what should I bring?

With the technology available these days, our meetings can be held online to assist our clients from across the UK or in our Ayrshire office.

Our Ayrshire office can be found at 15 Miller Road, Ayr, KA7 2AX.

Are you independent financial advisors?

Yes, we offer independent whole of market advice.

How do you charge for your services?

We offer a variety of fee structures ranging from percentage based, fixed fee or hourly charging.

Is there a minimum investment required?

There is no minimum investment.

Which services do you offer?

We offer a range of bespoke services to meet all your financial needs: mortgages, pensions, savings and investments, estate planning and protection.

To view all of our services, please visit the ‘Our Services’area of our website

How often do I need to contact my financial advisor?

This depends on your personal circumstances; however you will be contacted a minimal of once per year from one of our advisors to ensure your plans remain on track.

What certifications or licenses do you hold?

All our advisors are fully qualified to provide financial advice. Please our ‘Meet the Team’ page for more information on all our team.

Do I have to sign up at our first meeting?

No, there is no obligation to do so, we advise taking your time to find the best solution for you and your family going forward.