New Vision Independent Lifestyle Financial Planners
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. All accomplishments, however small, are acknowledged, and we brainstorm and deal with any issues or challenges.
New Vision has been established for over 20 years. We are dedicated to continually improving your experience of dealing with New Vision and it's team and are all committed to continuing professional development in the areas we work in.
We're also encouraged to take on personal development to explore new possibilities for our;
We work best with people who...
Are active and ambitious
Are family orientated
Value long term relationship with their adviser
Have more money than time to spend it
Are interested in money and making it work harder
Meet The Team
What's your role? I'm responsible for providing inspired leadership to the team at New Vision and to the clients we work with. I'm a qualified Coach, Financial Planner, Financial Adviser and Business Mentor dealing with clients face-to-face and remotely, coaching, mentoring, and advising them on how to organise their finances to create the lifestyle that they truly desire.
What do you like best about working at New Vision? I have an amazing team who share my values, and really care about what they do. We are all committed to making a difference in the lives of our clients.
What one word sums you up and why? Innovative - I'm an ‘ideas’ person and great at initiating new projects. I'm committed to New Vision staying ahead of the game and constantly looking for ways we can improve on what we are currently doing.
How do you relax? I love to travel and immerse myself in new experiences with my wonderful husband of 30 years. I also love to spend time with my daughters and granddaughter. Being around my family and close friends makes me relax and reminds me how blessed I am. I am passionate about, and on a continuous journey of personal development which keeps me present to what is possible for us as human beings.
My role is to manage the background workings of the Intelligent Investor service, making sure that clients receive their email notifications on time and in a way that’s quick and easy for them to provide authorisation. I also perform research and development of the process as a whole to keep it up-to-date.
The one word that sums me up is, precise - I like making sure that anything I work on is accurate.
In my spare time I like too Learning languages, looking at art, playing retro video games and tinkering with electronics.
My role is to ensure the smooth and efficient running of all client administration. To create, implement and manage the administration procedures, and manage the client administration team.
The best word to sum me up is, Organised!
In my spare time I like to go for walks, spending time with family and friends.
My role is to assist with the administration associated with financial advice and ensuring it's as straightforward as possible for our clients.
The one word that sums me up is, 'Organ-ised' - I like everything to be in Apple Pie order and playing/listening to the organ, therefore this covers two reasons in one word!
When I'm not at work I like to Learn to play the piano and organ, singing in a travelling Church Choir, attending recitals, concerts and the theatre. Classic Comedy programmes and games of Scrabble!
I am an independent Paraplanner LVL 6 and I work closely with the New Vision team on the technical aspects of the solutions recommended for clients. I am a member of the Personal Finance Society (PFS) having achieved the Diploma in Regulated Financial Planning and the Certificate in Pension Transfer Advice.
The word that sums me up is thoughtful – I pride myself on making sure nothing has been missed.
In my spare time I love spend time with my son, often playing football, watching Stoke City and also trying not to pass on my bad golf habits!
My role involves all areas of marketing and business development, company finances, helping the team and supporting clients.
The one word that sums me up is creative – I love to come up with new ideas that make a difference to what we can do for our clients.
In my spare time I love to spend it with my beautiful daughter. I also enjoy listening to good music and going to live events. And treating myself to a relaxing day at the spa!
Our mission is to empower and enable you to take control of your finances, providing you with peace of mind and the possibility of wealth beyond money.
Our vision is that everyone everywhere is unleashed into a life of abundance
We will always perform with integrity, being authentic so that we can maintain long lasting relationships. We value openness and loyalty so that we can perform in the best way possible so you can achieve your ambitions alongside financial freedom.
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