New Vision Wealth Strategies Limited
aka New Vision Lifestyle Financial Planners & Independent Financial Advisers, New Vision Lifestyle Financial Planners, New Vision, New Vision Wealth Strategies Limited
About
Helping adventurous people aged 50–65 plan for retirement. Trusted financial advisers in Holmes Chapel, Cheshire. Planning with confidence & freedom.
Source: newvision-ifa.co.ukContact & Location
Specialisms
Regulatory Information
- FRN
- 470102
- Status
- Authorised
- Date Authorised
- 3 September 2007
- Years Authorised
- 18 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 06122685
- Company Status
- Active
- Incorporation Date
- 21 February 2007
- Directors
- 1
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 30 September 2025
- SIC Codes
- 82990
Team (6)
Carol Elizabeth Dickens
ApprovedCertifiedRaymond Dennis Lovatt
ApprovedCertifiedChukwudebe David Leandro Onwuejeogwu Isioma
No longer requiredGraham Leslie Carney
No longer requiredDavid Andrew Mansell
CertifiedJeffrey Clive Burgess
No longer required
Google Reviews
22 reviews on Google
Read reviews on GoogleSourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.
Quick Facts
- Crewe, North West
- 18 years FCA-authorised
- 7 registered individuals
- 3 specialisms
- 5 FCA permissions
- CH 06122685
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.