Newnham & Associates Ltd Appointed Representative of Vision Independent Financial Planning Ltd

Independent Financial Adviser  Windrush, Woking, Surrey, GU23 7DE
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FCA authorised
Last authorised 10th May 2021
Friendly, honest, unpressurised and personal service. You never feel that ‘the clock is ticking’ when you speak to me.
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
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR Adam Newnham BA (HONS) DIP PFS
Director and Independent Financial Adviser
About us

I have been providing financial advice now for over 22 years. Before joining the Vision Team I enjoyed a very successful and fulfilling career at the Royal Bank of Scotland before they decided to stop giving Independent Financial advice. I now run a very personal and cost effective service and am part of an extremely successful network called Vision.

Our services

At all times, I want to be able to source for my clients, the very best that is available. Through this flexibility I will always be able to provide bespoke, personalised solutions to any circumstance. I am also very passionate about developing and maintaining a trusting long term relationship with my clients. I am always available to help my clients and there will never be a situation where my clients feel that ‘the clock is ticking’ when they speak to me. I am keen to build long term relationships

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Windrush, Boughton Hall Ave, Woking, Surrey, GU23 7DE

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