New Vision Lifestyle Financial Planners & Independent Financial Advisers is a renowned financial service company in Crewe, UK. Carol Dickens serves as this esteemed firm's Founding Director, CEO, and Financial Planning Director. Whether engaging with clients face-to-face or remotely, Carol Dickens takes on the roles of coach, mentor, and advisor, guiding individuals in organizing their finances to realize the lifestyle they genuinely desire. The team at New Vision comprises individuals who bring unique qualities and specialities to enhance the overall client experience. They are committed to consistently improving interactions with New Vision and its team. The company extends its expertise to manage pensions, investments, ISAs, and protection policies, tailoring a financial plan based on clients' ambitions. Recognizing the interconnected nature of personal and professional lives, New Vision specializes in lifestyle financial planning and advice. They offer a comprehensive Lifestyle Financial Planning program along with other forward-planning initiatives. They include assisting in developing robust business plans for exiting, selling, or transferring ownership of businesses. The team acknowledges the challenge of finding time for planning in personal and professional spheres and emphasizes personal development to explore new possibilities for careers, relationships, communication, and overall lives. As a Financial planner based in Holmes Chapel, New Vision serves clients in and around Cheshire, including Middlewich, Sandbach, Crewe, Alsager, Knutsford, Warrington, Stoke-on-Trent, Manchester & Liverpool.
UNIQUE FACTS:
• Free Initial Consultation.
• On-site Services.
• Refreshingly New Style Of Conversation.
• No-obligation Meeting.
• Provide Advice or a Suitable Solution.
3 Best Financial Services in Crewe, UK
Expert recommended Top 3 Financial Services in Crewe, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence.
NEW VISION LIFESTYLE FINANCIAL PLANNERS & INDEPENDENT FINANCIAL ADVISERS REVIEWS
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.
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.
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.
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Lifewing Consultants Ltd is a compact firm of Independent Financial Advisers boasting a collective experience of over 45 years. Operating in Cheshire and the South East of England, they take pride in offering a dedicated and personalized service to assist clients in achieving their goals and aspirations. As Independent Financial Advisers (IFAs), they possess access to an extensive range of companies and solutions, enabling them to identify the most suitable financial products for their clients. The team comprises friendly, experienced advisers who provide impartial, tailored advice across all financial needs. Lifewing Consultants Ltd collaborates with individuals, families, and businesses, offering precise and comprehensive financial solutions. The small team plays a central role in their business, with each member dedicated to ensuring an excellent customer experience for all clients. Emphasizing the importance of dealing exclusively with financial services firms authorized and regulated by the FCA, Lifewing Consultants Ltd is committed to delivering value for money. They believe clients have the right to expect ongoing value, a principle that remains at the forefront of their efforts.
UNIQUE FACTS:
• Free Initial, No Obligation, 30 Minute Telephone Consultation.
• Their Fees are Clearly Itemised.
• Experience & Knowledge.
• Best Financial Advice.
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Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
LIFEWING CONSULTANTS LTD REVIEWS
I have dealt with Lifewing for over thirty years. They dealt with my mortgage in the early years and in more recent times have advised with my pension and savings investments I am now semi- retired and receiving the benefits of their advice which was always given in a clear and understandable way Thank you Lifewing. I hope we have many more years working together.
Lifewing have been helping my husband and I with our financial affairs for many years now. We are very happy with the service they offer and find them extremely trustworthy and efficient. We would have no hesitation in recommending Lifewing and will continue to use them into the future.
Anna-Marie is excellent!! Always on hand to help and goes above and beyond. I would highly recommend Lifewing! 5 star service.
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Integrity Wealth Management is one of the well-established and esteemed team of independent financial advisers & wealth managers in Crewe, Cheshire. Leveraging over 30 years of collective experience in the financial industry, their commitment is to offer professional and prudent advice to clients nationwide. Their expertise spans various areas, including life insurance, income protection insurance, pensions, and more. At Integrity Wealth Management is Peter French, the Director/Adviser. With a rich background in Financial Services and 38 years of experience in various client-facing roles, Peter is a member of the Personal Finance Society, holding the appropriate Statement of Professional Standing. This attests to his commitment to maintaining a minimum standard of continuous professional development, ensuring that his advice remains current in the ever-evolving financial services landscape. Their wealth managers provide a broad spectrum of services to clients across the UK. Integrity Wealth Management places paramount importance on its people and strives to deliver its clients the best possible professional financial advice. While physically based in Crewe, they extend their services to cover Nantwich, Chester, Cheshire, and the entire North West.
UNIQUE FACTS:
• Expert Financial Advice.
• Quality Advice.
• Leading Independent Financial Adviser.
• One Roof Solution.
Speciality:
Contact:
Working Hours:
Fri: 9am - 5pm
Sat & Sun: Closed
TBR® Inspection Report:
INTEGRITY WEALTH MANAGEMENT REVIEWS
Peter is so passionate about what he does and this is evident from the moment you start a conversation with him! This passion tells me he has experience, knowledge and mpst importantly, my best interests at heart. A very professional experience with a subject which is often taboo and difficult to speak about. I highly recommend Peter.
In every dealing, Peter has offered expertise with engaging politeness and clarity: I am indebted to him for much valuable advice in past years and I am delighted to recommend him to friends and colleagues.
After more than 20 years Peter French is not just my Financial Adviser he is a friend.I would be reluctant to take advice from any other person as I trust him without reserve.
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