Meet The Team 

At New Vision, 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. 

We work best with people who... 

Are active and ambitious 
Are family orientated 
Value long term relationship with their adviser 
Value advice 
Have more money than time to spend it 
Are interested in money and making it work harder 
Carol Dickens, Founding Director, CEO and Financial Planning Director 
01477 537722 
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 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. 
Which 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 like to 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. 
Reviews and Ratings for Financial adviser Carol Dickens, Crewe
"Carol is a very friendly and professional lady who continues to advise me on options for my finances." 
Benni Newton 
Operations Administrator 
What's your role? 
My role is to manage the background workings of our Intelligent Investor service. I'ts my job to make sure that clients receive their email notifications on time and in a way that’s quick and easy for them to provide switch authorisation. I also perform research and development of the process as a whole to keep it up-to-date. 
Which word sums you up and why? 
The word that sums me up is, precise - I like making sure that my work is accurate, which enables me to work at my best ability. 
How do you like to relax? 
In my spare time I like too Learn languages, look at art, playing retro video games and tinkering with electronics. 
Gemma Burgess 
Practice Manager 
What's your role? 
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. 
Which word sums you up and why? 
The best word to sum me up is, Organised! 
How do you like to relax? 
In my spare time I like to go for walks, spending time with family and friends. 
Simon Hughes 
Technical Administrator 
What's your role? 
My role is to assist with the administration associated with financial advice and ensuring it's as straightforward as possible for our clients. 
Which word sums you up and why? 
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! 
How do you like to relax? 
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! 
Robert Harding 
What's your role? 
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. 
Which word sums you up and why? 
The word that sums me up is thoughtful – I pride myself on making sure nothing has been missed. 
How do you like to relax? 
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! 
Lucy Dickens 
Marketing Administrator 
What's your role? 
My role involves all areas of marketing and business development, company finances, helping the team and supporting clients. 
Which word sums you up and why? 
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. 
How do you like to relax? 
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! 

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