We believe people should ideally choose to work with Financial Planners who are:
We tick all three boxes. Our Financial Planner, Andrew Neligan, is a Chartered Financial Planner (CII), a Certified Financial Planner (IFP) and a Chartered Wealth Manager (CISI). This means that we have the technical expertise, practical experience and financial planning skills to ensure you receive the best possible advice, service and support.
We are also specialists, working with two groups of people:
1. People approaching retirement
You’re starting to think about the future but might not be ready to retire for another 10 to 15 years. Nevertheless, you want to ensure you reach that point with a thorough strategy already in place.
2. People at retirement
Whether you’re ready to stop work completely or transition into retirement by continuing to work on your terms, you want to feel confident and secure in your financial situation.
Whichever category you fall under, we specialise in creating bespoke and purposeful financial strategies that will enable you to enjoy a successful retirement.
There are many things which separate us from other firms, including:
• We are Financial Planners: We are less concerned with your money, and more concerned with you; your goals and objectives for the future.
• We are experts: Our Financial Planner, Andrew Neligan, is a Chartered Financial Planner (CII), a Certified Financial Planner (IFP) and a Chartered Wealth Manager (CISI).
• We are independent: As an independent firm, we are able to recommend financial products (ISAs, pensions, etc.) from the whole market. You can therefore rest assured that the solutions suggested are truly bespoke and fit for purpose.
Queensgate House, 48 Queens Street, Exeter, Devon, EX4 3SR
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