Cheshire Financial Planning - Who We Help 

Cheshire Financial Planning and Financial Advisers; at New Vision, we want you to have the freedom to enjoy life. We don't want you to have concerns of money. It is important to us to ensure you have the confidence in us to make your future plans come to fruition. 
 
You may be a current or former business owner, executive, manager, or a high earner accumulating wealth. Perhaps you are financially established and wanting to increase, maintain and protect your wealth. Are you planning for retirement? Could you be semi-retired or already retired? 

Cheshire Financial Planners For Managers & Executives 

As a business leader you might be ambitious and driven. However, you may be lacking the time or expertise to manage your current wealth efficiently.  
 
That's where we can help.  
Concerns about the future 
As financial planners we help to answer your questions. For example, how much is enough to retire on or take a year off? Or how soon can you leave a demanding role or change career? 
 
Tax efficiency 
Get the most of the Government's allowances and tax reliefs. 
Ensure estate planning and inheritance tax mitigation is in your plan 
 
Planning your retirement - pensions advice 
Demystifying and guiding you through complex pension areas such as Annual and Lifetime Allowances. 
 
Managing investment risk and reward 
Giving you access to a wide range of investment solutions to suit your preferences. These include our robust, tried-and-tested, in-house solution. 
 
Dealing with broader family issues 
Finding money for education for children or grandchildren. 
Funding for care for elderly parents. 
Advising on a property purchase or debt reduction for your children. 
Gifting money sensibly and safely down through the generations. 
 
Working with your other advisers 
Acting as a facilitator holding the big picture. Using our own and other specialist's knowledge and experience. 
 
Inheritance tax and estate planning 
Protecting your assets, ensuring the right funds end up in the right hands at the right time. 
Drawing on our trusted network of specialists when required 

We Support Business Owners 

As a business owner we recognise how busy you are. Our aim is to remove the hassle of wealth administration and bring simplicity and peace of mind to you. 
Protecting your business from profit loss or getting into the wrong hands 
In the event of unexpected death or disablement of partners or directors, complications can arise. In other words when it comes to ownership and/or the company finances. 
 
Discovering how much money is enough, allowing you to step back or retire 
Checking you're on the right track. Furthermore creating a projection of your future finances. 
 
Ensuring that you only pay the necessary tax 
Make the most out of Government's allowances and tax reliefs. 
Supporting you with estate planning and inheritance tax mitigation. 
 
Helping you create a robust business plan for exiting, selling, or transferring ownership of your business 
Being your trusted adviser throughout the journey. 
Taking the whole of your life ambitions into account. 
 
Working with your other advisers 
Acting as a facilitator, holding the big picture and using our own and other specialist's knowledge and experience. 
 
Extracting profits from the company tax efficiently 
Making full use of pensions and other well used, tried and trusted strategies. 
 
Dealing with broader family issues 
Finding money for education for children or grandchildren. 
Funding for care for elderly parents. 
Advising on a property purchase or debt reduction for your children. 
Gifting money sensibly and safely down through the generations. 
 
Investing any excess capital outside your day to day cashflow needs 
Managing your corporate and personal investments effectively. 
 
Ensuring you have the right financial packages necessary to retain key staff 
Ensuring your business complies with automatic enrolment. Including unravelling the complexities of employee pensions. 
Exploring other financial incentives for staff. 

Financial Planning For Retirement / Already Retired 

By taking away the complexity of managing your financial affairs, we can help you to plan for the future with clarity and ease. 
Helping with your concerns about the future 
We're your trusted adviser. 
Answering the questions how much is enough? And will I ever run out of money? 
 
Removing the hassle of wealth administration 
Simplifying everything that can be simplified. 
Actively listening to your needs and aspirations. In other words using plain English to explain complex terminology. 
 
Creating sensible strategies to manage your income 
Helping you secure enough income to support your lifestyle through all market conditions. For as long as you live. 
 
Dealing with broader family issues 
Finding money for education for children or grandchildren. 
Funding for care for elderly parents. 
Advising on a property purchase or debt reduction for your children. 
Gifting money sensibly and safely down through the generations. 
 
Pension planning guidance and advice 
Demystifying and guiding you through the complex pension areas such as income drawdown, annuities and other retirement options. 
 
Mitigating tax to make your money go further 
Ensuring every bit of tax saved goes straight to your pocket making your money last longer and enabling you to enjoy your well deserved retirement lifestyle. 
 
Inheritance tax and estate planning 
Protecting your assets by ensuring the right funds end up in the right hands at the right time. 
Drawing on our trusted network of specialists when required. 
 
Providing investment advice 
Managing risk and reward, giving you access to a wide range of investment solutions to suit your preferences. Including our robust, tried-and-tested, in-house solution. 
Ensuring that you don't take any more risk than is necessary to meet your objectives. 

Financial Planning Cheshire - Well Paid & Ambitious 

We understand that your personal and professional lives are inextricably linked. Furthermore we know you are often concerned that it’s hard to find time to plan ahead. We can do as much or as little as you want. Above all providing you with the support you need. 
Helping you discover what you want and when you want it 
Plan your financial future, coaching and mentoring to help you get real clarity about what you want. 
Working with you to create a financial life plan that will knock your socks off. Similary we will be holding you to account to accomplish it. 
Being your Trusted Adviser. 
 
Preparing you for inherited wealth 
Working with you and your family to mitigate any unnecessary inheritance tax. 
Ensuring your financial affairs are in order, to protect future generations. 
 
Managing career issues 
Preparing you for life’s unexpected events such as redundancy and unemployment. 
Planning for a change of career which involves a short-term salary reduction. 
Helping you transition from employment to self-employment. 
 
Removing the hassle from money 
Keeping things structured and simple. Doing as much as we can for you to free up your time. 
Actively listening to your goals, dreams and requirements and explaining solutions in plain English. 
 
Advising on saving and investing 
Guiding you through the myriad of savings and investment options. 
Helping you understand risk and reward. 
Managing your money effectively and giving you access to a wide range of investment solutions to suit your preferences. These may include Environment and Social Governance investments. In addition our robust, tried-and-tested, in-house active investment solution. 
 
Mitigating tax to make your money go further 
Assisting your decisions about bonuses, share options, share save, and salary sacrifice. 
Maximising your pension opportunities to save or reclaim tax and provide for your retirement. 
 
Protecting you, your partner, and your children 
Ensuring that they have enough money to live on if you were to die unexpectedly. 
Protecting your income in the event of long-term sickness. 
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