Plan with Neil

Independent Financial Adviser  37 St Ives Road, Coventry, CV2 5FY
First meeting at adviser's own cost
I am the IFA with a difference. I focus on increasing your financial happiness by understanding your goals and objectives. I am transparent about my fees and I do not charge an upfront fee. I offer great value independent financial advice.
We can advise you on
Annuity purchase
Auto enrolment
Pension consolidation
Pension drawdown
Pensions & retirement planning
Pensions review
Pensions transfer
Wealth management
Ethical investments
ISA / Unit Trusts / OEICs
Investing for income
Investment trusts
Socially responsible investments
Unit trusts
Lump sum
National savings
Regular savings
Savings for children
School fees planning
Critical illness
Income protection insurance
Life insurance
Capital gains tax
Estate planning
Meet our advisers
Mr Neil Young

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

This exam accesses understanding of the financial services industry including regulation and legislation.

About us

Hi, I’m Neil.

I love being an Independent Financial Adviser! It combines my love of helping people have peace of mind with a love of solving complex issues.

I set up with “Plan with Neil” so that I could help as many people as possible by providing affordable advice in Plain English.

I know from experience that it is not about the products people have or the numbers in a bank account that matter. I am committed to transparency and value.

By working with me, I aim for you to have a happier, more contented life.

Why Choose me?

I am independent, so I can choose the right solution for you. I am not restricted to one provider or a small selection of investments.

I am transparent about fees.

Research has shown only about 5% of Financial advisers display their fees on their website. I put a link to them on our front page.

I know money isn’t the most important thing in life. It is about peace of mind and security.

Finally, we are proud to be a Coventry company.

Our services

I offer all of the below services:

Allowing you to utilise tax allowances available

Annual Planning Meeting with Neil to understand your objectives and plan for them

Cashflow Forecast for the rest of your life

Consolidate Existing Pensions

Construction of your Bespoke Investment Portfolio

Creation of your Financial Master Plan

Ensure you understand your Financial Health and Protection Gaps

Second opinion service

Simplifying your plan

Unlimited Phone and Email Access to Neil

Working with other parts of your Power Team (Accountants, Solicitors)

No additional cost to include your partner in the planning process

Creation and implementation of your drawdown strategy

Annuity research

Ensuring you don’t trigger any complex "at retirement" rules

Give you clarity that you can retire

Inheritance Tax Planning

Capital Gains Tax Planning

Lifetime Allowance Planning

Financial Planning for your adult children

Life Insurance

Critical Illness Cover

Income Protection

Where to find us
Head office address: 37 St Ives Road, Coventry, CV2 5FY
Service coverage
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
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    Online (Live chat, video, email)
  • icons
    Face to face

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Call us to book your free initial consultation.