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Your Future
A financial plan leaves no milestone unturned and will help you plan for changes or life goals big and small. Plus, we’ll add peace of mind by helping you be more financially resilient should you hit any speed bumps.
Speak to Our Team
Your Future
Financial planning isn’t a one-off activity; it’s a journey which spans a lifetime, aligning your personal goals, your values and your ambitions with your money.
We work with you to understand your life goals and plans; to get to know what makes you tick and to ensure your capital is invested in a way that aligns with your personal values. Everyone is different. We help plan for the life events that may knock you off course and we steer you in the right direction.
Throughout your life you’re likely to need different financial products. Whether you’re interested in investments, pension advice, protection, savings or tax, Neo Wealth can help.
Neo Wealth Experts
We all want to feel secure, so ensuring you have financial protection against the impact of an accident, illness or an untimely death is of paramount importance. We can help you identify and prioritise the key risks you should insure against and find the most suitable products from reputable providers. This will ensure you achieve the best value for money, structured to ensure maximum benefit for every pound spent, so that your family’s independence is protected and your business is securely underpinned.
Whether you’re just starting out or finally taking control, Neo Wealth makes it easy to save for the future. Regular savings are the foundation of your future financial security and an important step towards achieving your future aspirations. However, with a plethora of different routes to saving, many feel uncertain about the best ways to save. From finding the right balance between monthly income and how much to save each month, to deciding on the best place to invest your hard-earned money, it’s easy to feel as though you aren’t making the right progress with your savings. There’s a balance to be struck between saving and living but well-placed savings provide you with the peace of mind that your money is working to secure the financial future you want.
Our investment philosophy is built around you. We construct portfolios based around your financial goals and invest based on your risk appetite and time horizons. When it comes to planning for you and your family’s financial future, how you choose to invest will depend entirely on your personal circumstances and what you want to achieve. Creating and maintaining the right investment strategy plays a vital role in securing your financial future. Whether you are looking to invest for income, growth or a combination of the two, we can provide the quality advice, comprehensive investment solutions and ongoing service to help you achieve your financial goals. We believe investing should be a clear and straightforward experience. We build and manage diversified portfolios, using technology to keep charges low and clearly show where you’re invested so you can watch your savings grow in real time.
There are a lot of things to consider when thinking about retirement planning, and these are important decisions. Making the right ones means you set yourself up for the best retirement possible while also taking care of your family’s future. People today increasingly enjoy multiple careers, likely resulting in multiple pensions, with different providers and associated administration. Neo Wealth can help you with everything pension-related, tracking down old schemes, talking about accumulation, drawdown and even pension transfers. We can help you get to grips with how pensions work and manage everything effortlessly for you.
Advice on how best to structure your family’s financial assets is we believe critical. If it’s going to deliver the best outcomes, it’s best done at the outset: so Wealth Planning is where we invariably start. No matter what the future brings, we can offer you foresight in a world in flux. We’ll work with you to keep your financial goals on track, and your future within sight. If there is a downside to wealth, it’s the time it takes to keep on top of things and ensure that your assets work hard for you. Often, the more successful you become, the less time you have to manage your personal finances
The greater your wealth or income, the more tax you may be expected to pay. Whatever your circumstances, we can provide you with access to tax expertise and strategies to ensure that your finances are optimised for overall tax efficiency. We can make the most of your annual allowances and exemptions, and place assets in effective wrappers to minimise the tax you have to pay. Our advice on trusts can help achieve substantial savings in inheritance tax and control what happens to your estate, both immediately after your death and for generations to come.
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Planning
We aim to be as transparent as possible about our service and fees. Below, you will find our process, detailed in concise, jargon-free language. Are:
Getting to Know You
Advice & Recommendations
Ongoing Service
Updates of
Reviews of
Value of Advice
Studies show that those who take independent financial advice are better off than those who don’t.
ADVISED – £132,921
NON-ADVISED – £92,921M
Consumers with advisers save longer and contribute more to investment products, leading to an average of £40,000 more in investment value than those without advisers.
ADVISED – £59,000
NON-ADVISED – £38,918
Consumers who seek advice on cash-based saving products save an average of £20,000-£59,000 more than those who did not seek advice.
ADVISED – £175,121
NON-ADVISED – £92,616M
The average pension pot for consumers with financial advisers is nearly twice the size of those without advisers.
Testimonials
We’re proud to have earned the trust of clients across all walks of life here’s what they have to say about their experience with Neo Wealth. Take a look at some of the messages shared across Trustpilot and Google Reviews from our satisfied clients.
Phenomenal service throughout, I cannot say enough good things about Neo. Ashleigh and the team were extremely helpful at every point of the process and couldn’t do enough. I have already recommended them to two family members who are using their services and will continue to sing their praises.
My husband and I have been very happy with the service provided by Neo Wealth since we joined them. I believe that their rapid action with our investment portfolio just before the new financial year has potentially saved us a lot of future tax burden. Everyone we have either spoken to or emailed has been extremely professional.
I am dealing with Ashleigh and Louis at Neo Wealth. I had an incredibly informative meeting today with them. Ashleigh has an immense knowledge of all wealth mechanisms and I was assured she takes an holistic approach. I was anxious and concerned before the meeting because at the age of 62 I didn’t feel adequately prepared for financing my retirement. Ashleigh has put my mind at rest and clearly has solutions for each individual.
I moved my account from another IFA to Neo Wealth. The transfer was smooth and Neo’s account management and the customer service were very professional.
The communication has been excellent with regular online face to face meetings, straightforward clear advice and prompt execution of the requisite paperwork. I would recommend this company.
I am very happy with the service I have recently had from Neo Wealth. I requested to withdraw some funds and this was dealt with by Ashleigh very quickly. She also kept me informed along the way. 10/10!!
You can keep on top of relevant industry news by checking out our blog page, where we discuss topical subjects to further help you answer any questions you may have. We also have free wealth calculators, pension calculators and free download guides throughout the website.