Welcome to New World Financial Group

Welcome to a New World for financial planning

We believe that financial planning is for everybody – not just those with huge sums to invest.

New World are a multi-award winning firm that is focused on improving the financial lives and wellbeing of people throughout the UK, by making high quality and personal financial planning truly accessible.

We work with our clients to build financial plans that help to create a better financial future for themselves and their families. Also leading to more control over their finances, improved financial decision making and increased confidence and peace of mind.

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Our channels

Clarity by New World

Future by New World

Clarity for Business

Workplace Wellbeing

Our way

The New World process

Every element of our process serves a distinct purpose, ensuring that each step is tailored to your specific needs and aspirations. We understand that everybody's journey is different, which is why there's no obligation to progress to the next stage if it doesn't align with your requirements.

With us, you have the freedom to navigate through our process at your own pace. Whether you're starting your financial planning or reassessing your existing strategy, our team will be there to support you every step of the way. Rest assured that your financial goals and aspirations are at the heart of everything we do.

Step one - Exploring you financial journey

Let's begin at the beginning!

Embark on your financial journey with us - it starts with a simple meeting.

No obligations, no fees.

During our meeting, we'll discuss your unique circumstances and aspirations. Together, we'll assess if our services align with your needs and whether working together makes perfect sense

Step two - Working together to build your plan

Our collaboration phase involves working closely together to create a tailor-made plan that leads you towards your goals.

Drawing from our wealth of experience, our team will use their years of expertise to design a plan that perfectly fits your unique circumstances, ensuring that your financial objectives become a reality.

Step three - Nurturing your financial journey...

Life is dynamic, and we'll be with you every step of the way. Regular contact is necessary to review any life changes and ensure your plan stays on course.

Your Peace of Mind, our commitment.

Rest assured, your financial wellbeing remains our utmost priority. With ongoing support and adjustments, we'll ensure your financial plan evolves with you, providing you the peace of mind you deserve.

Innovative charging

We've redefined the way we charge for our services. Instead of basing our fees on a percentage of your investment size, we believe in a fair and transparent approach.

By charging the way that we do, we eliminate any conflicts of interest....our sole focus is on what is best for you and your financial goals, and our innovative subscription model enables us to extend our expertise to all.