Carol Dickens

Carol Dickens

New Vision Wealth Strategies Ltd

Reviewed for

Insurance and Protection ( 13 )

Mortgages ( 2 )

Pensions ( 82 )

Equity Release ( 4 )

Retirement income (annuities, drawdown) ( 75 )

Auto Enrolment ( 1 )

Investments and Savings ( 104 )

Pension Transfers - Non Specialist ( 25 )

Inheritance Planning ( 42 )

Long Term Care ( 14 )

Pension Transfers - Specialist ( 13 )

Financial Planning ( 38 )

Financial Mentoring ( 8 )

Financial Coaching ( 2 )

Reviewers' assets

£500k+ ( 16 )

£200k - £500k ( 23 )

£100k - £200k ( 15 )

Up to £50k ( 4 )

£50k - 100k ( 3 )

Review

by a verified client in Cheshire

a day 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

Review

by a verified client in Merseyside

7 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

My husband died and I needed advice regarding my inheritance.

How has Carol Dickens helped you?

Carol gave me advice regarding how I should invest my money and what I should consider in the future.

Have you seen the outcome you were hoping for?

Yes, I think so. My money has retained or increased its value and I have been given advice as to how I should continue.

What could they have done better?

I cannot make any suggestions in answer to this question. I am happy with the way things have gone.

Review

by a verified client in Cumbria

12 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

My wife and myself were looking for someone to help with pension planning, inheritance tax etc, that was in excess of 25 years ago, we are still with her.

How has Carol Dickens helped you?

In every way

Have you seen the outcome you were hoping for?

More than expected

What could they have done better?

Not a lot

Review

by a verified client in Cheshire

a month ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

We needed a financial advisor to help with early retirement planning and investment

How has Carol Dickens helped you?

Carol has coached us through a lifestyle plan that is tailored to our retirement needs which has meant that we have had enough to fund all that we dream of in retirement

Have you seen the outcome you were hoping for?

Most definitely

What could they have done better?

Nothing everything has been perfect

Review

by a verified client in Suffolk

a month ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Pension policies needed combining

How has Carol Dickens helped you?

All pensions managed centrally and earning value

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

There's lots of paperwork!