What are the opening hours?

Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

New World - Financial Planning

Home
United Kingdom
Stockton-on-Tees
New World - Financial Planning

Welcome to New World. Our financial planning process is designed to help you live the life you want.

24/09/2024

Director, Lisa Tipton, had a fabulous day representing New World on a panel of experts at the FT Adviser Financial Advice Forum in London today.

Lisa discussed how best to maximise the adviser - paraplanner relationship, something that's very close to our hearts at New World.

27/06/2024

Join us for a special POWWOW Morning, sponsored by ! 🌟 at Teesside Uni Student Union

This month, we’re welcoming POW ambassadors, 9-10 year olds from regional schools!

Register via the link bio 🔗

10/04/2024

Time is running out to book a slot on our female focused webinar tomorrow! ⏳

Presented by our Director and Chartered Financial Planner Lisa Tipton FPFS, we'll be looking at:

➡ The financial wellbeing wheel and understanding the core elements of personal finances
➡Our top tips for improving your financial situation
➡How to get started with planning your financial future

The presentation is designed to help you gain confidence in your financial situation and put you in control of your financial future. 💪

You can book your place here:
https://www.eventbrite.co.uk/e/unlocking-financial-freedom-building-your-path-to-strength-tickets-859342876677?aff=oddtdtcreator

16/01/2024

Last chance to sign up for a free financial health check!

Join Chartered Financial Planners Simon Warne and Lisa Tipton for a free online consultation this Thursday:

📅 Thursday 18th January
🕛 Appointments available 12:30 - 16:30

Book your appointment and start your journey to financial confidence below:

[email protected]/bookings/s/bb8WEx33g0usFPvnnlFgfw2" rel="ugc" target="_blank">https://outlook.office365.com/owa/calendar/[email protected]/bookings/s/bb8WEx33g0usFPvnnlFgfw2

15/01/2024

Remember our financial wellbeing wheel?

It's a simple tool designed to help explain the key elements of personal finances. 💡

Over the coming weeks, we'll be delving a little deeper into each category.

Watch this space 👀

12/01/2024

𝗙𝗲𝗲𝗹 𝗺𝗼𝗿𝗲 𝗰𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝘁 𝗶𝗻 𝘆𝗼𝘂𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝘀𝗶𝘁𝘂𝗮𝘁𝗶𝗼𝗻!

In our latest blog we look at some of our top tips for planning your personal finances 💡

These include ...

👉Understanding your budget
👉Preparing for all eventualities
👉 Making sure you have an emergency fund in place

Click here to read in full: https://medium.com//our-top-tips-for-starting-to-plan-your-finances-bdea58d51cd1

08/01/2024

Do you want to feel more in control of your finances? 💴

As part of our commitment to helping as many people as possible start planning for a better financial future, we're offering access to free online financial health checks this January.

You'll get to speak to a Chartered Financial Planner and ask any questions you may have on your personal finances.

📅 Thursday 18th January
🕛 Appointments available 12:30 - 16:30
☎️ 0330 005 0028
💌 [email protected]

You can book a slot from the link below:

[email protected]/bookings/s/bb8WEx33g0usFPvnnlFgfw2" rel="ugc" target="_blank">https://outlook.office365.com/owa/calendar/[email protected]/bookings/s/bb8WEx33g0usFPvnnlFgfw2

04/01/2024

It's time for Simon's market minute again! 📈

As another year has come to a close, Simon Warne APFS talks about inflation, markets and some much needed positivity to finish the year. 🌟

Click the link in the comments below for the full recap of the major economic talking points in December.

☎️ 0330 005 0028
💌 [email protected]

28/12/2023

A look back at 2023 ......

As we head towards the end of another year it's time to reflect on the last 12 months. Here are just a few of our highlights at New World 🙌 :

✱ Introducing full subscription planning for under 50s

✱ Taking home the Micro Advice Firm award at the MoneyAge Awards

✱ Being listed in the Citywire top 100

✱ Simon Warne making the VouchedFor Top Rated Adviser list for 2023 and 2024

✱ Featuring in The Times and the Financial Times

Wishing everyone a happy and successful 2024 🥂

20/12/2023

Congratulations Simon! 🎉

A huge well done to Chartered Financial Planner, Simon Warne, who has qualified for VouchedFor's Top Rated Adviser Guide for the second year in a row.

We'll look forward to reading more when the guide is distributed in The Times, The Telegraph and The Mail in March.

18/12/2023

Our festive opening hours 🎅

Team New World will be taking a well earned Christmas break over the festive period.

Our office will close at 1pm on Friday, December 22nd.

We look forward to catching up with you once more when we reopen for business at 9am on January 2nd.

Merry Christmas to all of our followers 🎄

11/12/2023

There's a couple of myths about financial planning that we'd like to break! 💣

👉 Financial planning is only for the wealthy

Whilst this may have been true in the past, our subscription financial planning service and workplace wellbeing solutions are breaking down barriers and making financial planning more accessible than ever before. 💫

👉 I'm too young for financial planning

The sooner you start planning for your future the better. Starting early increases the chances of achieving your financial goals and opens up your options. 🚀

Take a look at our website to find out how New World can help you:

💻 https://www.newworldfg.com/

Address

Level Q, Surtees Business Park
Stockton-on-Tees
TS18

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+443300050028

Website

http://www.newworldfg.com/

Alerts

Be the first to know and let us send you an email when New World - Financial Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Address
Telephone
Opening Hours
Alerts
Contact The Business
Claim ownership or report listing

Want your business to be the top-listed Accountant in Stockton-on-Tees?