We’re here to help you with all aspects of financial planning and financial advice, plus financial coaching and mentoring.
Learn about our approach and commitment to provide our clients with the best outcome for their future.
Our Mission
Helping clients gain the ability to do what they want, when they want, where they want, with whom they want, at the level of riches they truly desire.
Our Vision
Is for our clients to enjoy their life to it's fullest as well as being able to share their wealth with the people that matter to them the most.
Our Values
We are aiming to provide freedom of choice, peace of mind and empowerment around money. Along side being authentic so that we can maintain long lasting relationships.
New Vision Independent Lifestyle Financial Planners
New Vision was first established in 1998, starting out as a traditional Independent Financial Advisory practice and continues to grow year by year.
In recent years the founder Carol Dickens has developed additional skills in coaching and Lifestyle Financial Planning.
We have gained a proven track record of quality advice and customer service resulting in a high level of client loyalty.
We are a family-orientated business treating our clients and contacts as we would like to be treated ourselves.
The team are dedicated to continually improving our clients experience of dealing with New Vision.
Our Three Hat Advice Process
Life Planner
We want to get to know our clients, by this we mean discovering their wants and desires for now and the future.
At this stage we want to inspire our clients so that they can discover and fulfil possibilities for a new vision of their future.
Financial Planner
The next stage is to understand the financial position, then working out how much is enough to “live the life you love.”
By determining priorities, we create a timeline centred around personal finances and lifestyle ambitions.
Financial Adviser
For all the technical stuff, we advise on and implement financial products to help assist throughout the journey to abundance.
We will only include financial products when they are absolutely necessary to help achieve financial goals.
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'New Vision Lifestyle Financial Planners'
Contact Form
Make an enquiry today and receive your free initial consultation or sign up to receive free marketing from us