Carol's reviews
Reviewed for
Insurance and Protection ( 13 )
Mortgages ( 2 )
Pensions ( 83 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 75 )
Auto Enrolment ( 1 )
Investments and Savings ( 107 )
Pension Transfers - Non Specialist ( 25 )
Inheritance Planning ( 43 )
Long Term Care ( 15 )
Pension Transfers - Specialist ( 13 )
Financial Planning ( 41 )
Financial Mentoring ( 8 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 16 )
£200k - £500k ( 23 )
£100k - £200k ( 15 )
£50k - 100k ( 3 )
Up to £50k ( 5 )
Repeat review
by a verified client in Cheshire
15 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Carol Dickens helped you since your last review?
Looking into investing my savings
Review
by a verified client in Cheshire
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband passed away and left some money
How has Carol Dickens helped you?
She's looking into investing the money to grow and bring in a regular income.
Have you seen the outcome you were hoping for?
Not yet Carol is still investigating..
Review
by a verified client in Staffordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Requiring financial advice
How has Carol Dickens helped you?
By providing that advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I am satisfied with the efforts on my behalf
Review
by a verified client in Cheshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Husband being made redundant and then working for himself
How has Carol Dickens helped you?
Yes we understand our financial position for the next years of our retirement
Have you seen the outcome you were hoping for?
Yes I feel confident about our future
What could they have done better?
Nothing Carol and her team at New Vision have always made themselves available to help us with our finances. We feel confident about our future finances.
Review
by a verified client in Cheshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Help to decide whether to take works pension or reinvest for drawdown options 8 years ago
How has Carol Dickens helped you?
Helped to transfer pensions into a drawn down pot , giving access to tax free lump sums earlier than via a monthly pension
Have you seen the outcome you were hoping for?
Definitely
What could they have done better?
Happy with everything