The Work Index by Flexa

New England Financial Solutions

New England Financial Solutions is a UK-based independent financial planning and wealth management firm specializing in personalized advice for individuals, business owners, and professional partners.

https://www.newenglandfinance.co.uk/
4.5

/10

Transparency ranking

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Description

New England Financial Solutions is an independent financial planning firm based in Northamptonshire, UK. They specialize in wealth management, financial planning, and working with businesses. They pride themselves on providing high-quality, client-focused advice tailored to individual and family needs. Their independence allows them to work with a wide range of investment managers, ensuring clients receive the best possible investment solutions.

The company places a strong emphasis on financial wellbeing and offers a variety of services, including retirement planning, protection, and financial wellbeing workshops. New England Financial Solutions also works closely with professional partners in the legal and accountancy fields to ensure their clients receive comprehensive and specialized advice across various financial aspects.

Benefits

New England Financial Solutions offers a comprehensive suite of employee benefits designed to support both business and personal financial security. These benefits include company pensions, death in service cover, employee income protection, and other schemes tailored to meet the needs of both employees and their families. The company emphasizes a holistic approach to financial planning and seeks to ensure the wellbeing of its employees, offering additional support beyond traditional benefit packages.

Mission

New England Financial Solutions is an independent financial planning and wealth management firm dedicated to providing expert guidance to individuals, families, and businesses in Northamptonshire and beyond. They strive to empower clients to make informed decisions about their financial future, building control, confidence, and resilience through evidence-based planning and advice. Their services include a wide range of financial planning, wealth management, and specialist advice tailored to individual needs, including retirement planning, protection, business owners' support, and financial wellbeing workshops.

Improving quality of life/health

Culture

New England Financial Solutions fosters a culture of trust and partnership, emphasizing client-centricity and long-term relationships. They value independence and transparency, ensuring all advice prioritizes the client's best interests. The company takes pride in providing evidence-based solutions and fostering financial well-being, demonstrating a commitment to ethical practices and community engagement.

People-first
Supportive

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