Carol Dickens

Carol Dickens

New Vision Wealth Strategies Ltd

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