New Vision Lifestyle Financial Planners & Independent Advisers

Excellent personal service as always .
Apr 17th, 2023

Carol provided a very effective mechanism for delivering an income from investment and helps maintain a holistic view of our investments and IHT obligations.
Feb 23rd, 2023

A few years before retirement I realised that I would have various options regarding pensions and investments and that I needed advice. My wife and I were already thinking about looking into using an independent financial adviser so when we received a letter in the post from New Vision advertising their services we decided to contact them straightaway to find out more. In meeting the New Vision team for the first time we found them to be obliging, efficient and extremely knowledgeable and we have worked with them ever since. The service provided by New Vision has been excellent. They have helped us restructure our previously rather messy financial portfolio into a much more sensible, consistent structure and we now feel very happy with the future of our finances. What I especially like about New Vision is the fact that they are small enough to provide a personal service but large enough to retain an invaluable vastness of expertise. The staff treat you as an individual and take the time to remember your name and get to know who you are, rather than treating you as just another number, which you often get with the larger firms. I have been extremely happy working with New Vision and I hope to maintain this relationship over the years to come. On several occasions I have recommended their services to my friends. Carol has looked after my best interest well. I am happy that within the risk profile that I am comfortable with, the outcome has been as good as it could have been.
Nov 30th, 2022

Nov 27th, 2022

Dec 20th, 2021