Are you a current or former business owner, executive, manager or a high earner accumulating wealth?
At New Vision, we want our clients to have the freedom to enjoy life.
It is important to us to ensure that they have the confidence in us to make their future plans come to fruition.
We work best with people who are...
Active and ambitious
Family orientated
Interested in long term relationships
Appreciative of valuable advice
Running out of time to spend money
Interested in making money work harder
We Work With
Cheshire Financial Planning 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.
Concerns about the future
We help to answer those big questions. For example, how much is enough to retire on or take a year off?
Tax efficiency
Get the most out of Government's allowances and tax reliefs.
Ensure estate planning and inheritance tax mitigation is in the plan.
Planning your retirement - pensions advice
Demystifying and guiding through complex pension areas such as Annual and Lifetime Allowances.
Managing investment risk and reward
Giving access to a wide range of investment solutions to suit various preferences. These include our robust, tried-and-tested, in-house solution.
Dealing with broader family issues
Funding money for important family life stages.
Advising on a property purchase or debt reduction.
Gifting money sensibly and safely down the generations.
Working with your other advisers
Acting as a facilitator holding the big picture.
Inheritance tax and estate planning
Protecting assets and 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 we recognise how busy life can be. Our aim is to remove the hassle of wealth administration for business owners and maintaining simplicity, resulting in peace of mind.
Protecting the business from profit loss or getting into the wrong hands
In the event of unexpected death, we can help when complications can arise. In other words when it comes to ownership and/or the company finances.
Discovering how much money is enough to step back or retire
Checking the business on the right track. Furthermore creating a projection for the future finances.
Ensuring that only the necessary tax is paid
Make the most out of Government's allowances and tax reliefs.
Supporting with estate planning and inheritance tax mitigation.
Helping to create a robust business plan for exiting, selling, or transferring ownership of the business
Being the trusted adviser throughout the journey.
Taking your whole of life ambitions into account.
Working with 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
Funding money for important family life stages.
Advising on a property purchase or debt reduction.
Gifting money sensibly and safely down the generations.
Investing any excess capital outside day to day cashflow needs
Managing corporate and personal investments effectively.
Ensuring the business has the right financial packages necessary to retain key staff
Assuring the 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 financial affairs, we can help plan for the future with clarity and ease.
Helping with concerns about the future
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 important needs and aspirations.
Explaining complex terminology.
Creating sensible strategies to manage ongoing income
Helping secure enough lifetime income to support lifestyle choices through all market conditions.
Dealing with broader family issues
Funding money for important family life stages.
Advising on a property purchase or debt reduction.
Gifting money sensibly and safely down the generations.
Pension planning guidance and advice
Demystifying and guiding through the complex pension areas such as income drawdown, annuities and other retirement options.
Mitigating tax to make money go further
Ensuring every bit of tax savings goes straight into the pocket, making money last longer and enabling a well deserved retirement lifestyle.
Inheritance tax and estate planning
Protecting 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 by giving access to a range of investment solutions to suit all preferences. Including our robust, tried-and-tested, in-house solution.
Ensuring that only the necessary risks are taken to meet objectives.
Financial Planning Cheshire - Well Paid & Ambitious
We understand that personal and professional lives are inextricably linked. Furthermore we know it’s hard to find time to plan ahead. We can do as much or as little required whilst providing support along the way.
Helping discover "what you want and when you want it"
Coaching and mentoring to help gain real clarity about the future.
Creating a financial life plan that will “knock you socks off”.
Preparing for inherited wealth
Working with clients and their family to mitigate any unnecessary inheritance tax.
Ensuring all financial affairs are in order, to protect future generations.
Managing complex career issues
Preparing for life’s unexpected events such as redundancy and unemployment.
Planning for a change of career which involves a short-term salary reduction.
Helping transition from employment to self-employment.
Removing the hassle from money
Keeping things structured and simple. Doing as much as we can to free up time.
Actively listening to goals, dreams and requirements and explaining solutions in plain English.
Advising on saving and investing
Guidance through the myriad of savings and investment options.
Help with understanding risk and reward.
Managing money effectively whilst providing access to a range of investment solutions to suit all 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 money go further
Assisting with decisions about bonuses, share options, share save, and salary sacrifice.
Maximising pension opportunities to save or reclaim tax to provide throughout retirement.
Protecting partners and children
Ensuring that they have enough money to live on in case of unexpected death.
Protecting income in the event of long-term sickness.
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'New Vision Lifestyle Financial Planners'
