0330 038 8942
Based in Middlewich
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: September, 2019
4.8 out of 5
Checks carried out by VouchedFor
FCA Regulated
Carol and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 02 April 2025
Carol and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
20
Recent Client Reviews
Carol has received 20 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Carol has received 20 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 17 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
Carol has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Carol has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Carol has not yet added their fees to their profile
Fees not yet added
Carol has not yet added their fees to their profile
14
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Carol (based on 14 first impressions)
100% of users who are not yet clients had a positive first experience with Carol
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Carol (based on 14 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Carol and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 02 April 2025
Carol and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
20
Recent Client Reviews
Carol has received 20 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Carol has received 20 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 17 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
Carol has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Carol has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Carol has not yet added their fees to their profile
Fees not yet added
Carol has not yet added their fees to their profile
14
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Carol (based on 14 first impressions)
100% of users who are not yet clients had a positive first experience with Carol
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Carol (based on 14 first impressions)
I am the Financial Planning Director at New Vision and have been advising successful business owners and wealthy individuals for over 25 years. I set up New Vision back in 1998 and have continued to develop my knowledge of financial advice. As the business owner and leading director, I'm responsible for providing inspired leadership to the team at New Vision and to the clients we work with. I'm a qualified Coach, Financial Planner, Financial Adviser and Business Mentor dealing with clients face-to-face and remotely, coaching, mentoring, and advising them on how to organise their finances to create the lifestyle that they truly desire. I have an amazing team who share my values, and really care about what they do. We are all committed to making a difference in the lives of our clients. I thrive when using the combination of people and communication skills with technical knowledge. Every person’s situation I come across is unique and challenging which I thoroughly enjoy” I'm an ‘ideas’ person and great at initiating new projects. I'm committed to New Vision staying ahead of the game and constantly looking for ways we can improve on what we are currently doing. I love to travel and immerse myself in new experiences with my wonderful husband of 30 years. I also love to spend time with my daughters and granddaughter. Being around my family and close friends makes me relax and reminds me how blessed I am. I am passionate about, and on a continuous journey of personal development which keeps me present to what is possible for us as human beings. I am extremely passionate about helping my clients obtain true wealth beyond their money.
Offers available through VouchedFor
Contact Carol through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Carol's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
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Adviser Disclaimer
New Vision is a trading style of New Vision Wealth Strategies Limited which is authorised and regulated by the Financial Conduct Authority. Reference No. 470102