Neo Wealth
Initial consultation free
Independent
Regardless of status and wealth, we believe everyone should have access to professional advice, giving our clients peace of mind that their financial well-being is in good hands. Our goal is to empower clients to navigate their financial decision-making.
We can advise you on
Clients
helped
< 10helped
Minimum
pension value
£50k+pension value
Minimum
wealth
£100k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Ashleigh Cherry
IFA
Amy Hall
Mr Christopher Wicks
What our clients say
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Ryan Rees
Phenomenal service throughout, I cannot say enough good things about Neo.
Ashleigh and the team were extremely helpful at every point of the lrovesss and couldn’t do enough
I have already...
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Phill Jones
Quality company and expert individuals…
Quality company and expert individuals to deal with. They do things differently and opposite to others in the pensions investment space which is refreshing -...
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Marie Lee
Attention to detail
Neo is a pleasure to deal with, Ashleigh and the team are very thorough and ensure all important documents are properly received.
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Sandra Petch
Financial Review
My pensions and general finances were in need of a review, and I chose to use Neo Wealth, who have proved excellent in all aspects, giving a thorough report, wise advise, and...
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David Hall
Felt as though I was dealing with…
Felt as though I was dealing with people who knew what they were doing and had my best interest at heart.
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