Carol Dickens
Financial Planning Director
Carol is the founding director and CEO of the company. She founded New Vision in 1998 and has continued growing and developing the business since.
As the financial planning director, it’s Carol’s role to provide inspiring leadership to the team and the clients we work with. She is a qualified Coach, Financial Planner, Registered Life Planner, Financial Adviser and Business Mentor.
Carol will meet with clients face to face and remotely, coaching and mentoring and advising them on how to organise their finances to create the lifestyle they truly desire.
“I have an amazing team who share my values and care about what they do. The team is committed to making a difference in our clients' lives.”
Carol has had over 25 years of experience in financial planning and advice and chose this profession as it ticked all the boxes for her.
“I love using the combination of people and communication skills with technical knowledge. Every person’s situation I come across is unique and challenging which I thoroughly enjoy”
Carol’s plan for the future is to always be working with people who share her commitment to living their best life with the money they have available.
The one word to sum up Carol is innovative. She is an ideas person and skilled at initiating new projects. She is committed to New Vision staying ahead of the game and constantly looking for new ways to improve the business.
When Carol isn’t running the business, she loves to travel and immerse herself in new experiences with her husband of 30 years. She is family orientated and loves spending quality time with her 2 daughters and granddaughter.
“Being around my family and close friends makes me relax and reminds me how blessed I am.”
Carol is passionate about self development and is on a continuous journey of personal development that keeps her present in what is possible for us as human beings.
Read all of Carol's latest reviews on VouchedFor
"Carol has provided me with a full financial report and guided me with checks and balances to my projections of financial outgoings and requirements"
"My IFA sold out to a well-known pension provider and left me feeling like a fish out of water. I came across New vision through a Google search and was impressed with the reviews and the company ethos. I then decided to have New vision review my current pension investments."
"Carol is a great listener. After our initial meeting, she came back with a number of options and I have eventually decided on the way I wish to proceed."
"Carol and her team have monitored my investments and recommended appropriate changes where necessary, resulting in continued forward progress with both accounts."
"After retirement, we wanted help on what was the best way forward for us and our family. Carol has always been there when we needed advice and always helpful."
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