Business Details
28 Years
experience
Your Trusted Financial Advisers in Holmes Chapel
Established in 1998, New Vision has evolved from a traditional Independent Financial Advisory practice into a holistic financial planning service. Our founder, Carol Dickens, has developed expertise in coaching and Lifestyle Financial Planning, combining technical financial knowledge with personal aspirations. We specialise in retirement planning, pensions, investments, and inheritance tax mitigation, serving clients across Cheshire and surrounding areas.Our three-stage processLife Planner, Financial Planner, and Financial Adviserensures tailored solutions aligned with individual goals. With a transparent fee structure and a client-centric ethos, we prioritise long-term relationships, offering ongoing support to help clients achieve financial independence and live fulfilling lives.
Services
Financial Planning
Retirement Advice
Investment Management
Pension Transfers
Inheritance Tax Planning
Details
- Year established: 1998
Highlights and features
- Established in 1998 with a proven track record of quality advice.
- Transparent fee structure with no hidden costs.
- Tailored financial solutions for individual needs.
- Holistic approach combining financial and lifestyle planning.
- Experienced team with expertise in retirement and investment planning.
What people say
High quality services
Would recommend
Saw results
Good value
Financial clarity
Services
Financial Planning
We create tailored financial plans to help clients achieve long-term goals, combining technical expertise with lifestyle aspirations. Our approach focuses on retirement, investment, and inheritance strategies. By understanding individual needs, we deliver sustainable solutions that adapt to life changes and market conditions.
Retirement Advice
Our retirement specialists guide clients through pension options, income drawdown, and tax-efficient strategies. We demystify complex pension rules and ensure clients have sufficient funds to maintain their desired lifestyle throughout retirement.
Investment Management
We offer diversified investment solutions tailored to risk tolerance and financial goals. Our in-house Intelligent Investor proposition focuses on managing risk while adapting to market trends, ensuring portfolios align with clients' retirement and wealth-building objectives.
Inheritance Tax Planning
We help clients protect assets and mitigate inheritance tax through strategic planning. By collaborating with legal specialists, we ensure wealth transfers efficiently to future generations while complying with tax regulations.
Pension Transfers
Our experts assess the suitability of pension transfers, ensuring compliance with regulatory standards. We help clients consolidate pensions into tax-efficient structures while minimising risks associated with fund movement.
People
Carol Dickens
Financial Planning Director
Founder of New Vision with over 25 years' experience in financial services. Specialises in Lifestyle Financial Planning and coaching, combining technical expertise with personal development to help clients achieve financial independence.
Gemma Burgess
Practice Manager
Manages day-to-day operations and client relationships. Ensures seamless service delivery while maintaining the firm's commitment to transparency, client care, and ethical financial advice.
Simon Hughes
Technical Administrator
Supports financial planners with technical documentation and compliance. Ensures accurate implementation of financial strategies while maintaining high standards of client communication.
Lucy Dickens
Client Experience Coordinator
Focuses on enhancing client interactions and satisfaction. Coordinates financial coaching sessions and ensures clients receive consistent, personalised support throughout their financial journey.
Becky Burgess
Financial Services Administrator
Provides administrative support for financial planning processes. Maintains client records and facilitates communication between clients and advisers to ensure efficient service delivery.
Questions
What financial services do you specialise in?
We specialise in retirement planning, investment management, pension transfers, and inheritance tax mitigation, tailored to individual lifestyle goals.
Do you offer a free initial consultation?
Yes, we provide a no-obligation exploratory meeting to discuss your needs and explain our approach before any commitment.
How do you charge for your services?
Our fees are transparent and based on the complexity of your needs. We offer fixed fees or asset-based charges, detailed in our Services and Costs document.
What areas do you serve?
We operate from Holmes Chapel and serve clients across Cheshire, South Manchester, Liverpool, and surrounding regions.
How do you ensure ongoing client support?
Clients receive annual reviews, dedicated relationship managers, and access to financial coaching to maintain long-term financial health.
