New Vision Lifestyle Financial Planners & Independent Financial Advisers
Financial Services • 
Crewe, England, United Kingdom • 1-10 Employees
Company overview
| Headquarters | Ravensmoor Court, Broad Lane, Sproston, Cheshire CW4 7LT, GB |
| Phone number | +441477537722 |
| Website | |
| NAICS | 52 |
| Keywords | Financial Management, Financial Advice, Wealth Management, Retirement Planning, Inheritance Tax Planning, Retirement Income, Financial Planning, Investment Management, Wealth Planning, Pension Planning, Cashflow Planning, Investment Options, Insurance / Protection, Isa Savings |
| Founded | 1998 |
| Employees | 1-10 |
| Socials |
Key Contact at New Vision Lifestyle Financial Planners & Independent Financial Advisers
Carol Dickens
Founder And Financial Planning Director
New Vision Lifestyle Financial Planners & Independent Financial Advisers Email Formats
New Vision Lifestyle Financial Planners & Independent Financial Advisers uses 2 email formats. The most common is {first name} (e.g., john@newvision-ifa.co.uk), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@newvision-ifa.co.uk | 66.7% |
{first initial} | j@newvision-ifa.co.uk | 33.3% |
About New Vision Lifestyle Financial Planners & Independent Financial Advisers
At New Vision, we are proud to serve individuals, families, and business owners across Cheshire and throughout the UK with truly independent financial advice. Our mission is simple: to put you at the heart of every financial decision. Whether you're planning for retirement, looking to grow your investments, or seeking clarity around your lifestyle goals, we offer tailored guidance built on trust, expertise, and a deep understanding of your unique journey. Our team of experienced advisors specialises in: > Retirement planning & pension advice > Investment strategies > Lifestyle financial planning > Wealth management for long-term peace of mind We believe in wealth beyond money—where financial freedom empowers you to live a more meaningful, confident life. Research shows that those who start saving and investing early often fare better over the long term. But making a plan is only the beginning. Understanding how to reach your goals—and which financial choices align with your values and risk tolerance—is where we come in. We provide unbiased, holistic advice based on a thorough understanding of your current financial position and future aspirations. Our aim is to make a lasting, positive impact on your lifestyle and wellbeing. With thoughtful planning today, you can build the freedom to enjoy tomorrow.
New Vision Lifestyle Financial Planners & Independent Financial Advisers revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
New Vision Lifestyle Financial Planners & Independent Financial Advisers has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
New Vision Lifestyle Financial Planners & Independent Financial Advisers has never raised funding before.
New Vision Lifestyle Financial Planners & Independent Financial Advisers Tech Stack
Discover the technologies and tools that power New Vision Lifestyle Financial Planners & Independent Financial Advisers's digital infrastructure, from frameworks to analytics platforms.
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