Neon Financial Planning Limited

Independent Financial Adviser  Neon Financial Planning Limited, London, Greater london, W1A 6US
First meeting at adviser's own cost
Let us plan your finances so you can focus on whats important - taking control of your life and achieving your goals.
We can advise you on
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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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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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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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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Group Protection/Life Insurance
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Group critical illness
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Group private medical insurance
Response rating
7.0/10
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FCA authorised
Last authorised 29th June 2020
Meet our advisers
Rebecca Aldridge
Managing Director and Chartered Financial Planner

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assesses the candidate to develop in depth financial planning skills related to business.

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

At the end of this unit, candidates should be able to demonstrate an understanding of: the main legal forms of business and how they are set up and managed; the consequences of bankruptcy or insolvency; business accounts and financial controls; the taxation of each type of business entity, its owners and employees; the main legal responsibilities businesses have to employees, suppliers and customers.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

This qualification assesses a knowledge and understanding financial planning fundamentals, the six steps of financial planning, savings and investments, tax treatment, assets and liabilities, risk and ethics and codes of practice in the application of the financial planning process.

Accreditations
Certified Financial Planner Chartered Financial Planner
Jon Page
Director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

Neon. A fresh approach to financial advice.

We provide you with a financial plan to get your life organised so you can spend more time doing what you want, rather than what you have to. Once your plan is in place, we manage and update it to keep everything on track with regular video meetings and an app for your phone to put your finances at your fingertips.

Our fees are fixed, our services are clear and you can reach us by video call, social media, live chat and phone.

Whether you are looking for help with saving, investing, budgeting, protecting the family and pretty much everything else - we can do it.

Our services

We don't do 'sales' - we give advice.

Our focus isn't on numbers, it's on your objectives.

We plan for people in the 'growth' stage of life (generally age 20-50) and because we are in that age bracket too, we understand your needs and goals.

All of our work is done remotely. Meetings are done by video call, correspondence is digital. No travel, no annoying piles of paper.

We are available, and easy to talk to. Open weekdays from 8 til 8, you can connect with us on social media, live chat via our website and of course call for a chat.

Where to find us
Head office address: Neon Financial Planning Limited, Suite 24465, PO Box 6945, London, W1A 6US
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
Response rating
7.0/10
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FCA authorised
Last authorised 29th June 2020

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