New Vision Wealth Strategies Limited

Reference number: 470102

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When newvision-ifa.co.uk first appeared online, and whether it can receive email
  • What kind of line 01477 537722 is
  • Who else gives the postcode CW4 7LT
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Other names (3)

If you were contacted under any of these names, it is this firm.

  • New Vision Trading name
  • New Vision Lifestyle Financial Planners Trading name
  • New Vision Lifestyle Financial Planners & Independent Financial Advisers Trading name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (4 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
06122685
Company status
Active
Company type
Private limited company
Incorporated
21 February 2007 (19 years old)
Registered office
Ravensmoor Farm, Broad Lane Sproston, Crewe, Cheshire, CW4 7LT
Nature of business
  • Other business support service activities not elsewhere classified (SIC 82990)

Directors and company secretaries

Name Role Born Appointed Other companies
Carol Elizabeth Dickens Director Feb 1959 22 Feb 2007 3 other companies
Philip Arthur Dickens Secretary Not published 22 Feb 2007 –

Other companies run by its director

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
3
closed down
2
still active
1

In the full report: all 3 companies, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
  • All 2 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 September 2025Full accountsNot audited

Net assets

£84.8k

−34% from £129k

Cash at bank

£41.4k

−29% from £58.4k

Owed within a year

£54.5k

+72% from £31.7k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company 06122685. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

New Vision Wealth Strategies’s history from the FCA register and Companies House, newest first.

Key events (6) All events (15)

2016

6 April 2016

  • Carol Elizabeth Dickens became the majority owner (50–75% of shares)
  • Philip Arthur Dickens became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2007

3 September 2007

  • Became authorised by the FCA

FCA register

14 August 2007

  • Regulated by the Financial Services Authority from this date

FCA register

21 February 2007

  • Incorporated at Companies House

Companies House

In the full report: all 15 events

  • All 15 events in its history (6 shown here)
  • Every director appointment and resignation: 3
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Firms like New Vision Wealth Strategies

Other firms of the same type (financial adviser), nearest first.

In Crewe

HWIFM LtdCreweAuthorisedLifewing Consultants LimitedCreweAuthorisedPersonal Financial Planning LimitedCreweAuthorisedQuinn & Company (Financial Services) LimitedCreweAuthorisedSean McCabe (Financial Adviser) LimitedCreweAuthorisedBanks Sheridan Wealth LtdCreweAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on New Vision Wealth Strategies

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 3 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 15 events in its history

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Frequently asked questions about this firm

Is New Vision Wealth Strategies Limited FCA authorised?
Yes, New Vision Wealth Strategies Limited (FRN 470102) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since September 2007 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is New Vision Wealth Strategies’ phone number and website?
The FCA register lists the phone number 01477 537722 and the website newvision-ifa.co.uk for New Vision Wealth Strategies. If you were given different contact details, use these to check with the firm before going any further.
Is New Vision Wealth Strategies a scam or clone?
New Vision Wealth Strategies is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with New Vision Wealth Strategies?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about New Vision Wealth Strategies to the Financial Ombudsman Service, free of charge.
Who owns New Vision Wealth Strategies?
Companies House lists 2 people with significant control of New Vision Wealth Strategies: Mrs Carol Elizabeth Dickens (50–75% of shares) and Mr Philip Arthur Dickens (25–50% of shares).
Who runs New Vision Wealth Strategies?
Companies House lists one director of New Vision Wealth Strategies: Carol Elizabeth Dickens.
How long has New Vision Wealth Strategies been in business?
The company was formed on 21 February 2007, and has held its current FCA authorisation since September 2007.
What do New Vision Wealth Strategies’ latest accounts show?
Its latest accounts, to 30 September 2025, show net assets of £84.8k (−34% from £129k) and cash at bank of £41.4k (−29% from £58.4k).
Does New Vision Wealth Strategies use any other names?
It trades as New Vision, New Vision Lifestyle Financial Planners and New Vision Lifestyle Financial Planners & Independent Financial Advisers.

Sources and links

The full report on New Vision Wealth Strategies Limited

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