New Age Financial Services Ltd

NA
Financial Advisors

New Age Financial Services Ltd

2 Rosemary Dr, Lincoln LN6 9WA
# New Age Financial Services Limited

New Age Financial Services Limited is an independent financial advisory firm based in Lincoln, partnered with M&G Advice and backed by Prudential's 170-year heritage. The business is led by Will Stokes, a former RAF Officer who established the firm to provide personalised financial guidance to individuals seeking clarity on their financial futures.

The firm serves clients across all life stages who want expert guidance on managing their finances but may feel uncertain about where to start. They work with people planning for retirement, those already retired seeking to optimise their income, and individuals wanting to protect their families and grow their wealth through strategic investments.

What distinguishes New Age Financial Services is their restricted advice model—rather than overwhelming clients with endless product choices, they work exclusively with a carefully curated range of products from Prudential and selected providers. This focused approach enables deeper product knowledge and more confident, tailored recommendations. Their philosophy emphasises that financial advice isn't exclusively for the wealthy; they actively help clients with varying financial circumstances.

The firm prioritises accessibility and flexibility. They meet clients at home or locations of their choice, at convenient times, recognising that people have busy lives. Beyond initial advice, they offer ongoing support and relationship management, reviewing plans regularly to ensure they remain aligned with changing circumstances and life goals. Their comprehensive service covers retirement planning, investment management, protection insurance, and estate planning, delivered with a personal touch that prioritises understanding what genuinely matters to each client.
Services offered
Retirement planningInvestment managementProtection insuranceEstate planningFinancial reviewsOngoing advisory supportBespoke investment solutionsFinancial security planning
Location
2 Rosemary Dr, Lincoln LN6 9WA

Own this business?

Claim your free listing to update your details, respond to reviews, and stand out from competitors.

Claim this listing