New Vision

What New Vision does

New Vision is an FCA-regulated Independent Financial Adviser (IFA) headquartered in Sproston, Cheshire, United Kingdom, operating under the legal entity New Vision Wealth Strategies Ltd. Founded in 1998, the firm employs approximately five staff and serves individual retail clients across Cheshire, South Manchester, and Liverpool, with a primary focus on lifestyle financial planning for retirees and pre-retirees. Its service portfolio spans pensions, investments, ISAs, protection policies, and inheritance tax planning, delivered through a consultative, relationship-led motion that begins with a free initial consultation.

The firm's core technology is the Personal Finance Portal (PFP), a third-party client-facing web and mobile platform hosted at newvision.gb.pfp.net that gives clients 24/7 access to consolidated portfolio valuations, fund information, and direct adviser communication. Investment decision-making is supported by monthly fund reviews using Alpha, Beta, and Sortino Ratio metrics, and the firm pairs traditional face-to-face advisory delivery with content marketing via its blog and social channels (LinkedIn, Facebook, Twitter, Instagram) plus third-party reputation management through VouchedFor. The firm markets four customer segments (Business Owners, Managers & Executives, Well Paid & Ambitious, and Retirement Planners), with retirement planning positioned as the primary use case.

New Vision generates revenue through professional services fees as an independent adviser able to search the whole of the market on behalf of clients; pricing is quote-based and not publicly disclosed, with annual billing cadence implied by ongoing review relationships. The firm is privately held with no disclosed external investment, parent entity, or subsidiaries, and operates exclusively in the United Kingdom with no global footprint claim.

Name

New Vision

Legal name

New Vision Wealth Strategies Ltd

Website

https://newvision-ifa.co.uk

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

1–10 employees

Short description

New Vision is an FCA-regulated Independent Financial Adviser in Cheshire, UK, delivering lifestyle financial planning, pensions, investments, ISAs, and protection advice to individual retail clients across the North West of England through a 5-person team and a client-facing web portal.

Ownership category

akta.pro rank

Product category

Independent Financial Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Estate & Legacy Planning Advisory (FSAEAAAG), Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)

Keywords

• Independent financial advice
• Retirement planning
• Lifestyle financial planning
• Pension advisory
• Wealth management

Headquarters

HQ city

Chester

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Advisory Services: As an Independent Financial Adviser (IFA), New Vision generates revenue through advisory fees for financial planning services including retirement planning, pension advice, investment management, inheritance tax planning, and protection policies. Being independent means they can search the whole of the market to find products suited to client needs.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

New Vision is an FCA-regulated Independent Financial Adviser delivering lifestyle financial planning services to individuals and business owners. Core offerings include retirement planning, pension review and consolidation, investment management, ISA planning, and personal protection policies (life insurance, critical illness cover, income protection). The practice is built around whole-of-market independent advice and ongoing advisory relationships, supported by a Personal Finance Portal that gives clients 24/7 visibility of their portfolios and progress against goals.

Product overview

New Vision is a Lifestyle Financial Planning firm offering a comprehensive suite of financial advisory services. Their core offerings include Retirement Planning, Pensions, Investments, ISAs, and Protection Policies. They differentiate through holistic lifestyle financial planning rather than traditional product-focused advice. The firm also provides clients with access to the Personal Finance Portal (PFP), a digital platform enabling 24/7 viewing of finances, fund information, and portfolio valuations across mobile and web devices.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning and Advice Lifestyle Financial Planning service covering retirement planning, wealth management, and ongoing financial advisory for individuals and business owners in Cheshire and surrounding areas, structured around life goals rather than specific products.
• Pensions Pension planning and review service including tracing and consolidating lost pension pots and optimising pension funds for retirement income.
• Investments Investment planning and portfolio management service with monthly fund monitoring, recommendations, and risk-adjusted return analysis using Alpha, Beta, and Sortino Ratio metrics.
• ISAs Individual Savings Account planning and tax-efficient wrapper solutions for clients seeking to maximise tax-efficient investing allowances.
• Protection Policies Personal protection insurance planning including life insurance, critical illness cover, and income protection to safeguard clients and families against loss of income.
• Personal Finance Portal (PFP) A 24/7 client-facing digital platform accessible via web or mobile that lets clients view their complete financial picture, including fund information, portfolio valuations, and progress against goals, and contact their adviser directly.

Quantifiable outcome

• 90% of clients described services as high quality
• +2 more outcomes

Named customers2 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Bestinvest: UK online investment and financial planning service offering ISAs, pensions, and investment management with adviser support. Comparable in serving UK retail investors seeking investment and retirement advice, though with a more digital delivery model.
• Foster Denovo: UK-based Independent Financial Adviser group offering holistic financial planning, retirement, and wealth management services to individuals and business owners. Directly comparable to New Vision as a UK IFA serving a similar client mix with whole-of-market advisory.
• Succession Wealth: UK IFA firm providing retirement planning, investments, and protection advice to individuals and small business owners across regional UK markets. Comparable in service scope, target segments, and lifestyle/retirement-led positioning.
• Saltus Partners: UK wealth management and financial planning firm serving high-net-worth individuals with holistic advice covering investments, pensions, tax, and estate planning. Comparable holistic, lifestyle-oriented planning approach for similar UK client base.

Broad incumbents

• Sanlam UK: UK wealth management arm of Sanlam providing financial planning, investment, and protection advice to individuals and business owners. Overlaps with New Vision in lifestyle planning and retirement focus but with broader product portfolio.
• St. James's Place: Large UK wealth management group with a national adviser network focused on face-to-face financial planning, retirement, and wealth advice. Comparable offering to New Vision but with a much larger partner adviser base and brand reach.
• Tilney (Evelyn Partners): Large UK wealth manager and IFA offering financial planning, investment management, and tax/advisory services to individuals and businesses. Overlaps with New Vision's holistic financial planning but operates at substantially greater scale and breadth.
• Quilter: Major UK wealth manager with a national adviser network providing financial planning, pensions, and investments. Competes with New Vision for retirement and investment clients but operates as a broad incumbent with platform scale.

Emerging players

• True Potential: UK technology-led wealth management platform combining digital client experience with a network of IFAs. Comparable as a technology-enhanced UK financial planning model competing for similar retirement and wealth clients.
• Nutmeg: UK digital wealth manager offering ISAs, pensions, and investment portfolios via a fully online platform. Indirect competitor to New Vision for retail investors seeking low-cost, technology-led retirement and investment solutions.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/NewVisionIFA
• Facebookfacebook.com/newvisionfinancialplanning
• LinkedInlinkedin.com/company/new-vision-wealth-strategies
• Instagraminstagram.com/newvisionifa

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about New Vision