ThreeBestRated.co.uk
BEST RATED CREWE, UK FINANCIAL SERVICES

3 Best Financial Services in Crewe, UK

Expert-recommended Top 3 Financial Services in Crewe, UK. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. You deserve only the best!

New Vision Lifestyle Financial Planners & Independent Financial Advisers
New Vision Lifestyle Financial Planners & Independent Financial Advisers
New Vision Lifestyle Financial Planners & Independent Financial Advisers
Crewe financial services New Vision Lifestyle Financial Planners & Independent Financial Advisers video
4+ YEARS IN TBR
CALL CONTACT

NEW VISION LIFESTYLE FINANCIAL PLANNERS & INDEPENDENT FINANCIAL ADVISERS

(4.9 Score)
Ravensmoor Court, Broad Lane, Cheshire, Crewe CW4 7LT, UK Directions

Since 1998

Speciality:

✓ Lifestyle Financial Planning ✓ Financial Advice ✓ Pension Planning ✓ Investments ✓ Retirement Planning ✓ Inheritance Tax Planning ✓ Protection

“New Vision Lifestyle Financial Planners & Independent Financial Advisers provides guidance, support, and financial insight for peace of mind and security. Their advisers specialise in retirement options, pensions, investments, and lifestyle financial planning. Their professional advisers believe in wealth beyond money and in making a lasting difference in their clients' lifestyles. Their unbiased financial advisers are here to advise and recommend products based on a mutual understanding of your present financial health, your goals, and the acceptable risk level. As independent financial advisers based in Crewe, they take pride in providing services to their local community and across the whole of the United Kingdom.

2025 Update: Carol Dickens is the Financial Planning Director of the firm. The team also serves clients in Sandbach, Crewe, Middlewich, Northwich, Cheshire, South Manchester and Liverpool.”

Reviews | Play Video | Write a Review

Contact:

01477 537722

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Thomas Lambert - QUILTER
Thomas Lambert - QUILTER
CALL CONTACT

THOMAS LAMBERT

(4.8 Score)
QUILTER, Dingle Cottage, 7 The Dingle, Haslington, Crewe CW1 5RY, UK Directions

Since 2012

Speciality:

✓ Pension Planning ✓ Investments ✓ Mortgages ✓ Protection ✓ Inheritance/Estate Planning ✓ Tax-Efficient Investing ✓ Retirement Planning ✓ Business Services and Protection ✓ Commercial Mortgages/Remortgages ✓ Workplace Pension and Employee Benefits ✓ General Insurance ✓ Home Contents Insurance ✓ Buildings Insurance ✓ Holistic Planning ✓ Trusts ✓ Personal Risk Management Planning ✓ Short- and Long-Term Savings and Investments ✓ Dental and Medical Financial Planning

“Thomas Lambert prides himself on listening to his clients and creating bespoke, tailor-made plans to meet their personal and financial goals. Thomas holds DipFA, PETR, and CeMAP qualifications. He aims to provide advice on complex subjects without industry jargon, ensuring his clients fully understand. Thomas enjoys building long-lasting relationships with his clients by providing continuous service and reviewing their financial plans regularly. He has worked in financial services since 2012 with well-known institutions such as Lloyds Bank, Wesleyan Bank, and St James’s Place.

2025 Update: Thomas offers expert financial advice to suit your needs, covering Haslington and the surrounding areas.”

Reviews   |   Write a Review

Contact:

07474 946451 08000 858590

Mon-Sat: 8am - 5pm
Sun: Closed

TBR® Inspection Report:

Lifewing Consultants Ltd.
3+ YEARS IN TBR
CALL CONTACT

LIFEWING CONSULTANTS LTD.

(4.8 Score)
81 Clay Lane, Haslington, Crewe CW1 5SF, UK Directions

Since 1987

Speciality:

✓ Savings and Investments ✓ Investing and Risk ✓ Investment Assets ✓ Investment Options ✓ Pensions ✓ Pension Simplification ✓ Your Options at Retirement ✓ Personal and Stakeholder Pensions ✓ Other Types of Pensions ✓ Equity Release ✓ Protection ✓ Life Protection Options ✓ Business Protection ✓ Income Protection Options ✓ Wills ✓ Lasting Powers of Attorney ✓ Children’s/Grandchildren’s Trusts ✓ Probate (Estate Administration) ✓ Inheritance Tax

“Lifewing Consultants Ltd. has friendly, experienced advisers offering impartial, bespoke advice for all your financial needs. They work with individuals, families, and businesses to deliver clear and comprehensive financial solutions. They provide a personal and confidential service, recognising that trust is paramount. Their small team is at the heart of their business, and everyone is committed to delivering an excellent customer experience for all their clients. They always take the time to get to know their clients and are friendly and approachable, as evidenced by their testimonials. Their fees are itemised, so you can see exactly how much you are being charged for the work they undertake on your behalf. All fees are disclosed and agreed upon with you before they commence any work, so there are no hidden surprises. They provide a no-obligation, 30-minute telephone consultation, which will provide the basis for any future relationship between them.

2025 Update: They have over 45 years of combined experience in this field. Their advisers are authorised by the Financial Conduct Authority, which ensures they follow the highest standard of integrity and professionalism.”

Reviews   |   Write a Review
Registration 02126703

Contact:

01270 663 141 0208 398 2678

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Video

Write a Review for Lifewing Consultants Ltd.

Our Review Process:

  • All reviews matter:We publish both positive and negative reviews to provide a balanced perspective.
  • No censorship: Businesses cannot pay to remove or modify negative reviews.
  • Verification process: All reviews are checked for authenticity and compliance with our community guidelines before publication.
  • Fair representation: We display reviews of all ratings (1–5 stars) to help users make informed decisions.
  • Independence: We are not affiliated with the businesses we review and receive no compensation for favorable ratings.

Your honest opinion helps others make better choices. Whether your experience was excellent, average, or disappointing, we want to hear from you. For more details, check Community Guideliness

Contact Business

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.

These reviews are provided for information purposes and to help you make informed decisions.

To share your experience, click here or send it to reviews@threebestrated.co.uk.

We will display both positive and negative reviews. All submitted reviews are published after verification for authenticity and compliance with our Terms and Conditions, Privacy Policy, and Community Review Guidelines.

THOMAS LAMBERT REVIEWS

We would highly recommend Tom! We've have had the pleasure of working with Tom for the past few months and his expertise and dedication have been invaluable in securing our mortgage. He's super flexible, professional and full of knowledge! We wouldn't even know where to start and he guided us through it all and explained everything so patiently! If I could give more stars then I would.

I would highly recommend Thomas for financial advice. He is very helpful, professional and easy to talk too. He always replies to phone calls, emails and any queries promptly. Nothing is too much trouble and he is always very approachable and polite. Such a nice man and I would use again without hesitation.

Honestly been so amazing throughout our whole buying process. We’ve been through it aswell with dropping out of one house and then finding a new one straight away. Thomas had made it smooth sailing through it all and kept us informed on everything throughout and we’ll be looking forward to using Thomas when it come to remortgaging.

LIFEWING CONSULTANTS LTD. REVIEWS

As someone unfamiliar with business and investment they have clearly informed me of the choices available to me and everything I needed to know in order to gauge the risks and get the very best from my retirement savings. It is no exaggeration to say that when it previously came to dealing with my late mother’s estate and the taxes involved they saved me a lot of money. It has proved likewise with my own assets that, without prejudice, I have since placed in their hands. It is perhaps their trustworthiness most of all that persuades me to express my appreciation and to recommend them most highly to anybody who might feel somewhat out of their depth when it comes to making difficult and important financial decisions.

Lifewing have provided me with help and guidance over recent times regarding my investments to ensure that I have an income for the future and some savings for a “rainy” day. I appreciate the time taken by Lifewing Consultants to ascertain my thoughts re risk and the varying products available to me. Finally, you are a very friendly company to do business with.

I am a single parent and not the most organised of people. Luckily, I came across Anne-Marie at Lifewing who was incredibly helpful and arranged my life insurance for me and provided me with the reassurance I needed that should anything happen to me, my daughter will be taken care of. I would have no hesitation in recommending Lifewing and will always use them in the future.

TBR® Inspection Score Report

NEW VISION LIFESTYLE FINANCIAL PLANNERS & INDEPENDENT FINANCIAL ADVISERS Total Inspection Points: 117/120
Business Hours: 9
Review Analysis: 9
Reviews Accuracy of : 9
Acknowledgements: 10
Business Images: 10
Complete Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Study: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

THOMAS LAMBERT Total Inspection Points: 116/120
Business Hours: 9
Contact Info: 9
Current Evaluation: 9
Reviews Accuracy of : 9
Acknowledgements: 10
Complete Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Study: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

LIFEWING CONSULTANTS LTD. Total Inspection Points: 115/120
Business Hours: 9
Complete Info: 9
Contact Info: 9
Review Analysis: 9
Reviews Study: 9
Acknowledgements: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10
We use cookies to improve your experience. By continuing, you agree to our Privacy Policy.