September 2023 by chris mantle
Carol and the New Vision team have helped to make my life style comfortable and safe.All my future planning is now up and running and my investments are very healthy.They are a understanding and most important .. listening ? team.I feel valued and well looked after.All are very professional and experts in their own fields.Thank you.
August 2023 by Ricky Wilkes
We first approached New Vision to help us with retirement planning.Carol laid out very clearly all the potential options, making it easy to make sensible decisions. Her recommendations were clear and have proved a definite success, especially the regular monitoring of investments.This process has continued very effectively, and as a result Carol has helped us get to a level of financial stability that we would not have reached without her assistance. We would recommend New Vision to anyone looking for good advice on pension planning.
July 2023 by Kim Hargreaves
Dedicated and committed to financial planning and lifestyle planning too!
April 2023 by Richard Lauriston
Excellent personal service as always .
February 2023 by Mike Rushworth
Carol provided a very effective mechanism for delivering an income from investment and helps maintain a holistic view of our investments and IHT obligations.
November 2022 by brookey262
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.
November 2021 by les wright
I was advised in my retirement to seek good professional advice. At all times Carol has given me good advice on what is best for me. The results are better than I could have imagined.I feel totally at ease the way Carol has acted on my behalf and she has always given me good advice.
November 2021 by Marion Critchley
Carol helped me to sort out my finances at a difficult time.
November 2021 by Gillian Merry
We have always had a very positive response to any queries and find the service provided excellent value for money
November 2021 by Richard Beardmore
After getting out of the renting rat race I was looking for a less demanding form of investment. Carol studied all of our investments and pensions and consolidated them. She didn't take two of them as it would not have been beneficial to us.Obviously there have been some downs as well as ups, but we now know that selling our rental properties and investing with Carol was an extremely wise move. We have been very satisfied with Carol and her team and short of washing our car when we visited, I'm struggling to think how they could have improved their service.
November 2021 by malcolm andrew
Approaching retirement age, I had the chance to withdraw my company pension and invest it elsewhere..Carol guided me through the process of investing my pension pot, to secure a steady regular income throughout my retirement.I am really pleased with how things are going, considering how the financial markets are performing at the moment, Carol and her team always seem to be making my investments work.
November 2021 by Kevin Sheehan
We came to New Vision as I needed advice on what to do with my pension pots. Carol went through my options and left me with a clearer picture of what was possible. Although it is early days I am currently very pleased with how my pension is performing. Overall I am very pleased with advice and performance to date.
November 2021 by Paul Bonehill
I wanted to ensure I had security of a decent income once I had reached my retirement age and ensure my investments would provide thisI have used New Vision since 2005, after searching for an independent financial adviser via the internet. ?Thanks to New Vision, I received an unexpected tax refund. I use them for all of my financial planning including pensions, and they always keep me well informed about my portfolio. They keep in touch and send me information quarterly. Excellent service and friendly staff, I would recommend them.?I have moved several pension funds where the charges where to high. I am also able to track my current investments to ensure everything is on track. I can contact New Vision anytime I feel I need additional advice about financial issues I may have. Everything has been 1st Class
November 2021 by Debbie Paxton
I received a small inheritance and wanted to combine the inheritance and withdraw a % of pensions to buy a property.2 x Frozen pensions were combined and monitored on a monthly basis by Carol and the team. Drawdown of pensions plus my inheritance allowed be to put a substantial deposit against a house.Excellent customer service from Carol and the team. I achieved the desired outcome. Thank you to the team for all professional support and guidance.
November 2021 by Phil Plunkett
We wanted to look for a financial adviser to help us with our retirement and moving house. Carol evaluated our risk profiles and helped us to invest our savings appropriately. It?s difficult times at the moment but there has been positive growth.
