Neligan Financial Ltd

Independent Financial Adviser  Queensgate House, Cranbrook, Devon, EX5 7DP
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FCA authorised
Last authorised 29th June 2020
Chartered & Certified Financial Planner; providing independent advice to people thinking about retirement in Exeter & Devon
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
Meet our advisers
Andrew Neligan
Owner
About us

We believe people should ideally choose to work with Financial Planners who are:

1. Chartered
2. Certified
3. Independent

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.

Our services

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.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Queensgate House, 48 Queens Street, Exeter, Devon, EX4 3SR

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