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  11. New Vision Wealth Strategies Limited T/A New Vision

New Vision Wealth Strategies Limited T/A New Vision

Independent Financial Adviser  Ravensmoor Court, Holmes Chapel, Cheshire, CW4 7LT
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FCA authorised
Last authorised 22nd February 2021
We work with retirement planners, business owners and executives who are ready to live the life they truly desire
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
Meet our advisers
MR Ray Lovatt
Independent Financial Advisor
MRS Carol Dickens MIFS DipFA
Financial Planning Director
About us

New Vision Independent Financial Advisors are Cheshire based with over 15 years of experience. Our advisors are specialists in retirement options, pensions, investments and lifestyle financial planning.

Our services

We create a lasting partnership with our clients, enabling them to take control of their finances and have peace of mind. We design robust investment and retirement planning strategies.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face

Ravensmoor Court, Broad Lane, Sproston, Holmes Chapel, Cheshire, CW4 7LT

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