New Vision are an alternative type of Financial Adviser based in Holmes Chapel serving Cheshire, South Manchester and North Midlands. Our aim is to inspire you to fulfil your ambitions and a life of abundance - whatever that looks like for you. The key is being able to understand this, so that you can live your life without financial stress.
That's what we help you to do. Lifestyle Financial Planning will help you to have peace of mind at key life stages, whether it's when setting up or growing a business, putting plans in place for your future and your loved ones, or when moving into or reaching retirement. Find out how you can have the financial freedom to enjoy what lights you up in life without all the drama.
That's what we help you to do. Lifestyle Financial Planning will help you to have peace of mind at key life stages, whether it's when setting up or growing a business, putting plans in place for your future and your loved ones, or when moving into or reaching retirement. Find out how you can have the financial freedom to enjoy what lights you up in life without all the drama.
Services
We are a family-orientated business treating our clients and contacts as we would like to be treated ourselves. Also we are committed to organic growth by recruiting and developing our people from within. Each team member brings something special and unique to the team. We meet weekly, which enables us to support each other, reflect on activity and focus on continuous improvement.
Cheshire Financial Planning and Financial Advisers; at New Vision, we want you to have the freedom to enjoy life. We don't want you to have concerns of money. It is important to us to ensure you have the confidence in us to make your future plans come to fruition. You may be a current or former business owner, executive, manager, or a high earner accumulating wealth.
Financial Planning Cheshire - we have a refreshingly new style of conversation with our clients about their money. You will find this is centred on their aims and aspirations. Firstly we have a no-obligation meeting where we get to know more about you and where you want to be. This also gives you a chance to find out more about us.
Your financial future is in your hands. We can work with you to help you do what you want, where you want, when you want, with the money you have. Your personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. By entering your details here, you agree that your personal information may be used to provide you with details of services and products in writing, by email or by telephone.
Reviews (10)
Brookey
May 26, 2021
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A few years before retirement I realised that I would have various options regarding pensions and investments and that I needed advice.
My wife and I were already thinking about looking into using an independent financial adviser so when we received a letter in the post from New Vision advertising their services we decided to contact them straightaway to find out more. In meeting the New Vision team for the first time we found them to be obliging, efficient and extremely knowledgeable and we have worked with them ever since. The service provided by New Vision has been excellent. They have helped
My wife and I were already thinking about looking into using an independent financial adviser so when we received a letter in the post from New Vision advertising their services we decided to contact them straightaway to find out more. In meeting the New Vision team for the first time we found them to be obliging, efficient and extremely knowledgeable and we have worked with them ever since. The service provided by New Vision has been excellent. They have helped
Ricky Wilkes
May 23, 2021
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We first approached New Vision to help us with retirement planning.
Carol laid out very clearly all the potential options, making it easy to make sensible decisions. Her recommendations were clear and have proved a definite success, especially the regular monitoring of investments.
This process has continued very effectively, and as a result Carol has helped us get to a level of financial stability that we would not have reached without her assistance. We would recommend New Vision to anyone looking for good advice on pension planning.
Carol laid out very clearly all the potential options, making it easy to make sensible decisions. Her recommendations were clear and have proved a definite success, especially the regular monitoring of investments.
This process has continued very effectively, and as a result Carol has helped us get to a level of financial stability that we would not have reached without her assistance. We would recommend New Vision to anyone looking for good advice on pension planning.
Phil Plunkett
May 20, 2021
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Les Wright
May 18, 2021
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Kevin Sheehan
May 16, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
We came to New Vision as I needed advice on what to do with my pension pots. Carol went through my options and left me with a clearer picture of what was possible. Although it is early days I am currently very pleased with how my pension is performing. Overall I am very pleased with advice and performance to date.
We came to New Vision as I needed advice on what to do with my pension pots. Carol went through my options and left me with a clearer picture of what was possible. Although it is early days I am currently very pleased with how my pension is performing. Overall I am very pleased with advice and performance to date.
Paul Bonehill
May 14, 2021
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I wanted to ensure I had security of a decent income once I had reached my retirement age and ensure my investments would provide this
I have used New Vision since 2005, after searching for an independent financial adviser via the internet. “Thanks to New Vision, I received an unexpected tax refund. I use them for all of my financial planning including pensions, and they always keep me well informed about my portfolio. They keep in touch and send me information quarterly. Excellent service and friendly staff, I would recommend them.”
I have moved several pension funds where the charges where
I have used New Vision since 2005, after searching for an independent financial adviser via the internet. “Thanks to New Vision, I received an unexpected tax refund. I use them for all of my financial planning including pensions, and they always keep me well informed about my portfolio. They keep in touch and send me information quarterly. Excellent service and friendly staff, I would recommend them.”
I have moved several pension funds where the charges where
Debbie Paxton
May 11, 2021
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I received a small inheritance and wanted to combine the inheritance and withdraw a % of pensions to buy a property.
2 x Frozen pensions were combined and monitored on a monthly basis by Carol and the team. Drawdown of pensions plus my inheritance allowed be to put a substantial deposit against a house.
Excellent customer service from Carol and the team. I achieved the desired outcome. Thank you to the team for all professional support and guidance.
2 x Frozen pensions were combined and monitored on a monthly basis by Carol and the team. Drawdown of pensions plus my inheritance allowed be to put a substantial deposit against a house.
Excellent customer service from Carol and the team. I achieved the desired outcome. Thank you to the team for all professional support and guidance.
Malcolm Andrew
May 09, 2021
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Approaching retirement age, I had the chance to withdraw my company pension and invest it elsewhere..
Carol guided me through the process of investing my pension pot, to secure a steady regular income throughout my retirement.
I am really pleased with how things are going, considering how the financial markets are performing at the moment, Carol and her team always seem to be making my investments work.
Carol guided me through the process of investing my pension pot, to secure a steady regular income throughout my retirement.
I am really pleased with how things are going, considering how the financial markets are performing at the moment, Carol and her team always seem to be making my investments work.
Chris Mantle
May 09, 2021
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New vision, run by Carol Dickens, advised us on my husband’s pension and when to take it. We discussed our investments in line with long term retirement needs.
Carol and her team helped us to achieve a satisfactory income for the future, plus the options to change given certain circumstances.
We have been with Carol approximately 15 years. We have seen Carol spearhead New Visions move forward with changing times and technology. We feel we are in the hands of a forward looking and professional company, who has looked after and increased our investments even in times of uncertainty. Well done
Carol and her team helped us to achieve a satisfactory income for the future, plus the options to change given certain circumstances.
We have been with Carol approximately 15 years. We have seen Carol spearhead New Visions move forward with changing times and technology. We feel we are in the hands of a forward looking and professional company, who has looked after and increased our investments even in times of uncertainty. Well done
Richard Beardmore
May 08, 2021
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After getting out of the renting rat race I was looking for a less demanding form of investment. Carol studied all of our investments and pensions and consolidated them. She didn't take two of them as it would not have been beneficial to us.
Obviously there have been some downs as well as ups, but we now know that selling our rental properties and investing with Carol was an extremely wise move. We have been very satisfied with Carol and her team and short of washing our car when we visited, I'm struggling to think how they could have improved their service.
Obviously there have been some downs as well as ups, but we now know that selling our rental properties and investing with Carol was an extremely wise move. We have been very satisfied with Carol and her team and short of washing our car when we visited, I'm struggling to think how they could have improved their service.
