Neon Financial Planning Limited

Independent Financial Adviser Neon Financial Planning Limited, Suite 24465, PO Box 6945, London, W1A 6US
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
20th May 2019
Let us shape your finances so you can focus on whats important - dreams, goals and fun.
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Rebecca Aldridge
Managing Director and Chartered Financial Planner
Accreditations
Chartered Financial Planner Certified Financial Planner
What our clients say
I needed some advice in relation to my re-mortgage and in relation to a sizeable sum of money I recently received as a family gift. What to do with it to make sure I'm in compliance with the laws, but also to protect my assets was something which had baffled me. My worry was doing something wrong unwittingly and then having to pay fines. Rebecca provided fast, friendly, and very reassuring advice. It enabled me to make the right decision for me and my circumstances, and to do so with confidence. Moreover, Rebecca's approach was so friendly and accommodating, I felt she genuinely cares. My current situation is that I'm confident the money is secure and that I've complied with the laws. My re-mortgage is sorted and approved. What could they have done better? In all honestly, I've no problem providing some suggestions, however, I can think of nothing she could've done better.
Justin, Nottingham
Rebecca took a thorough look at our finances, circumstances and objectives as we begin retirement. She has a tremendous ability to simplify an apparently complicated situation. Her clear, straightforward advice showed us how to manage our reduced incomes in future, how to get the best from our investments, savings and pensions, and how much to allow ourselves each year for travel and treats.
Andrew, London
I felt completely satisfied and happy with the advice and service I was given. Ms Aldridge fully understood what I wanted and she made sure all her recommendations to me were fully explained to every last detail. It was very comforting to me that not only did Ms Aldridge offer me her expertise but she showed understanding, patience and professionalism. It has been a pleasure working with Ms Aldridge, I fully recommend her services.
Daphne, Nottingham
We needed help with future financial planning, in particular with dealing with several pensions. Rebecca was professional and knowledgeable guiding is through our options. Nothing was too much trouble and she produced a very clearly-written detailed report for us.It was refreshing to deal with someone who, comfortable in their knowledge and experience, was able to answer our questions and give us time to consider the advice and options. Rebecca was calm, efficient and professional throughout. We felt in very safe hands and would recommend her services without hesitation. What could they have done better? I felt the service and well-written report were both excellent and cannot suggest any improvements to the service we received.
Deborah, Devon
Where to find us

Neon Financial Planning Limited, Suite 24465, PO Box 6945, London, W1A 6US

Make an enquiry
About us

Neon. A fresh approach to financial advice.

We believe that pretty much everyone will benefit from professional financial advice. The things is, most advice is targeted at people who are typically 50+ and already have wealth.

Neon was created for people who really need advice, but don't normally seek it because they feel it's something their parents would do or they could't afford it.

We have made advice accessible. We are just as happy to work with people who are at the start of something to those who are already established and seeking help.

Our fees are low, our services are clear and you can reach us by video call, social media, live chat and the good old 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 are a similar age to you, so 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.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Compliance

We are independent, which means we aren't tied to any particular investment or product provider. We can always advise you impartially.

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