Founder and Independent Financial Adviser
I love being an Independent Financial Adviser! It combines my love of helping people have peace of mind with a love of solving complex issues.
I set up with “Plan with Neil” so that I could help as many people as possible by providing affordable advice in Plain English.
I know from experience that it is not about the products people have or the numbers in a bank account that matter. I am committed to transparency and value.
By working with me, I aim for you to have a happier, more contented life.
Why Choose me?
I am independent, so I can choose the right solution for you. I am not restricted to one provider or a small selection of investments.
I am transparent about fees.
Research has shown only about 5% of Financial advisers display their fees on their website. I put a link to them on our front page.
I know money isn’t the most important thing in life. It is about peace of mind and security.
Finally, we are proud to be a Coventry company.
I like helping people on:
Saving for school fees
Pensions – Getting started
Pensions - Approaching retirement
Diploma in Financial Planning
My charging model:
Fixed £ fee