Plan with Neil

Photos

Reviews

1. Mark Smith ★★★★★

   I’ve had a great experience working with Neil young]. He’s knowledgeable, professional, and always takes the time to explain things clearly. I feel more confident about my financial future thanks to his guidance. Highly recommend!

   almost 7 months ago
2. CvTrees and Landscapes ★★★★★

   I contacted Neil as he was a local financial expert. I had some specific questions regarding pensions and Neil was able to answer the questions in depth which helped me understand my situation. I wouldn’t hesitate in using Neil in the future for any financial advice or direction. Thanks Neil.

   1 year ago
3. M Fea ★★★★★

   Best financial decision we've made to contact Neil. He put so much time and effort into preparing a financial plan for us, was always readily available for advice, and has an honest payment structure. His advice made sense and made us feel confident in the decisions being made. We now feel organised and able to achieve our financial goals going forward. I'd recommend working with a financial advisor to anyone, as having a professional put a plan and investments in place really pays for itself. And Neil is an excellent option, who genuinely wants to help you succeed.

   1 year ago

1. Stacey Booth ★★★★★

   I did some extended research before coming across Neil as I wanted to make sure I worked with someone that had my interests and goals at heart. Neil is very professional and approachable and has a very good and clear pricing structure. Working with him has been a pleasure and he has helped me with my pensions, investments and savings. Overall I would recommend him to anyone that is looking to review their finances and would like some professional guidance before committing to any changes. I will definitely be in touch with Neil again to help me with my finances as my circumstances and commitments change.

   1 year ago
2. Hayley H ★★★★★

   Neil was very helpful and supportive in helping us to simplify and understand our pension pots. He helped us create a plan to achieve our retirement wishes. We now know what we have, where it is, how it is performing and what we need to do to retire comfortably. We strongly recommend Plan with Neil.

   1 year ago
3. Geoff G ★★★★★

   Neil of "Plan with Neil" provides a great financial adviser service. His way of charging for his services is a little different to most advisers but it seems to be a good way of doing it. Have a look at his web sight to see the details. It is all very clear and straight forward. I'm more than happy to recommend Neil if you are looking for a good financial adviser.

   almost 3 years ago

1. Christine Hall ★★★★★

   I contacted plan with Neil as my previous IFA'S had gone into liquidation. I required answers regarding my pension that I couldnt find by myself. Neil got the answers for me and I am very happy with the service he provides

   almost 3 years ago
2. Sharon Hansford ★★★★★

   Would really recommend working with Neil. He has been efficient, reliable and most of all very knowledgeable. It has been a pleasure to receive his advice tailored to our needs.

   almost 3 years ago
3. George Harwood ★★★★★

   Had a meeting with Neil to discuss some financial prospects for my family and I in the coming future, he was very friendly, arrived on time, was polite and very knowledgeable in what he does. We spoke about many different options and explored avenues I wouldn't have thought of myself so the meeting was well worth it. Looking forward to growing my capital with him and his company. Thanks Neil

   almost 3 years ago

1. Kathleen Dunham ★★★★★

   Neil is a fantastic financial advisor. Personable, knowledgeable and professional. He introduced the financial independence and retire early (FIRE) movement to me which is something I’m now in process of realising. Had it not been for those early conversations, I’m not sure I would’ve come to know such a financially and personally empowering lifestyle option was available to me. If you’re looking for financial advice, I would highly recommend Neil.

   almost 3 years ago

FAQs