Lifestyle Financial Planners Cheshire
Lifestyle Financial Planners Cheshire. New Vision are an alternative type of Financial Adviser based in Holmes Chapel serving Cheshire, South Manchester and North Midlands. Like other Financial Planners and Advisers we take care of your;
Pensions
Investments
ISAs
Protection policies
But we do so much more than that.
We're Lifestyle Financial Planners
Which means we start with you, not your wealth. Firstly we find out about where you are now, where you've been and where you want to go. Following this we create a financial plan based on your ambitions for the future.
Our aim is to inspire you to fulfil your ambitions and a life of abundance - whatever that looks like for you.
Lifestyle Financial Planning Can Help You
Lifestyle Financial Planning will help you to have peace of mind at key life stages, whether it’s:
Setting up or growing a business
Putting plans in place for your future and your loved ones
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.
Take control of your future and launch it into a truly extraordinary experience
Wealth is Beyond Money...
We believe that ‘wealth’ is about so much more than money.
Of course, money provides the material things, but it also has an impact on
Health and wellbeing
Relationships
Lifestyle choices
It can affect the way we live our lives, and plan our futures.
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.
Who We Help
Business Owners How do I protect my business getting into the wrong hands should the worst happen?
Managers & Executives How can I ensure that my family will inherit my wealth?
Well Paid & Ambitious How can I build wealth and make my money work more effectively?
Planning For Retirement / Already Retired How can I maintain my lifestyle throughout retirement?
Services
Investments & Savings
Pensions & Pension Transfers
Insurance & Protection
Retirement Income
Inheritance Planning
What Our Clients Say
Andy, December 2020
"Carol has been excellent in the Advice and Information that she has given to us. Old Mutual also send us regular Quarterly Statements and New Vision keep us updated with any changes that they advise if a certain Fund is under performing so that we can Change to reduce the impact on our Investment."
Keith, November 2020
"We were able to discuss our money concerns with Carol and she patiently and skilfully helped us to clarify our goals, needs and priorities also suggest/recommend how we could make best use of the various pots of money which we had and were coming our way as we retired. Home visits, face to face meetings gave us a clearer vision of our potential financial journey in the years ahead."
David, November 2020
"In my case I feel that Carol and her team have provided a first class service for the level of investment I entrusted to them."
Deborah, November 2020
"2 x Frozen pensions were combined and monitored on a monthly basis by Carol and the team. Drawdown of pensions plus my inheritance allowed me to put a substantial deposit against a house."
James, August 2020
“We felt that we needed expert advice about our investments in order to protect our future. With Carols expertise we have been able to have a comfortable retirement, we have been clients for over 25 years and she has exceeded our expectations.”
George, July 2020
“I was looking for an area to invest my savings, I had a meeting with Carol way back in 2001, I was impressed and have used her services ever since.”
Paul, September 2019
“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.”
Audrey, September 2019
“My husband and I decided we would like to learn more and Carol came to see us. We were very impressed with her and the advice she gave. My husband had recently set up in business and required financial and other business advice. We became her clients and have remained so for many years. We are completely confident with and appreciative of the advice and assistance we have been given.”
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