Financial Planning For Managers & Executives 

New Vision provide a comprehensive range of assistance and support to management and executive level clients. 
It's our aim to remove the hassle of wealth administration and bring simplicity and peace of mind to you. 
You may be lacking the time or expertise to manage your current wealth efficiently. That's where we can help. 
We believe wealth is about so much more than money, that’s why we start with you and not your money. 
As a business leader, you might be ambitious and driven... 
We are here to find out what you really want from life, what’s really important to you, and how you would like to shape your future.  
Our service is tailored to your specific needs and includes the following: 
Regular meetings 
We acknowledge that you will want to be seen regularly, the only 
question is how often? At the beginning of your journey, we mutually 
agree an annual review schedule that works for you, locking in key 
dates and timing. 
Keeping you informed 
During times like these clients have told us they would like to stay close 
and be kept informed on a regular basis, so that’s exactly what we do. 
We know you are busy, so we act as your eyes and ears and only get in 
touch when something affects you directly. All communications will be 
short, sharp and to the point - no fluff. 
Adviser access 
If you need to contact your adviser between review dates we are 
available via a range of communication options. We also work with your other advisers, acting as a facilitator, holding the big picture and using our own and other specialist's knowledge and experience. 

How we help Managers & Executives 

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?  
How soon can you leave a demanding role or change career. 
We help you to be tax efficient 
Get the most of the Government's allowances and tax reliefs. 
Ensure estate planning and inheritance tax mitigation is in your plan. 
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. 
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. 
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. 

Contact Form 

Make an enquiry today and receive your free initial consultation or sign up to receive free marketing from us 
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