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
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