About Us
New Vision Independent Lifestyle Financial Planners
New Vision has been established for over 20 years. We are a family-orientated business treating our clients and contacts as we would like to be treated ourselves.
We are dedicated to continually improving your experience of dealing with New Vision and it's team and are all committed to continuing their professional development in the areas we work in.
Our Mission
Our mission is to empower and enable you to take control of your finances.
Helping you to gain the ability to do what you want, when you want, where you want, with whom you want, at the level of riches you truly desire
Our Vision
You can enjoy life to it's fullest whilst being able to share your wealth to benefit others.
We want to provide you with peace of mind and the possibility of wealth beyond money.
Our Values
We will always perform with integrity and being authentic so that we can maintain long lasting relationships.
We value openness and loyalty, enabling us to perform in the best way possible so you can achieve your ambitions.
The Seven Principles We Live By
We all know this, but we often get busy and forget.
We will remind you of this often, and inspire you to DO STUFF NOW whilst you still can!
Our purpose is to help you GET A BETTER RETURN ON LIFE, not just a better return on your investments.
Your money and your investments must serve your life, not the other way around.
We will keep your life at the very centre of our conversations, NOT YOUR MONEY.
After all, until we know about you, how can we possibly advise you on your money?
We aim to do the complete opposite to most financial advisers.
Our aim is to help you understand what we call ‘THE TRUTH ABOUT MONEY'.
Proper financial planning has NOTHING TO DO WITH FINANCIAL PRODUCTS.
These are things we use – if necessary – after we have done financial planning.
Financial products are important, but THEY ARE NOT THAT IMPORTANT.
They are simply tools in the bag to help get the job done.
The latest new fund or ‘best’ financial product will never change your life but proper life centred financial planning DELIVERED YEAR AFTER YEAR definitely will.
Our Three Hat Process
Life Planner
We want to get to know you.
By doing this, we establish where you are now and where you want to be.
We aim to inspire you so that you can discover and fulfil possibilities to give you a new vision of your financial future.
Financial Planner
We start by understanding your financial position, crunching the numbers then ultimately working out how much is enough to live the life you love.
How much do you really need?
By determining your priorities, we create a timeline centred around your lifestyle.
It's important to understand where you currently stand so that we can determine the best outcome for your financial future.
Financial Adviser
For all the technical stuff, we advise on and implement products to assist you on your journey of abundance.
We will only include these products if appropriate to your plan.
These products include:
Regular savings and investments
Trusts
Asset Allocation Models
Pensions & Transfers
Protection
Tax & Inheritance tax planning
Risk profiling
Contact Form
Make an enquiry today and receive your free initial consultation or sign up to receive free marketing from us