Experienced Independent Financial Consultant, skilled in providing Holistic Financial Planning to individuals and corporate clients including Retirement and Intergenerational Planning, Investment Advice, and Business succession and continuity planning.
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
AF7 - Pensions transfers (CII)
This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
What our clients say
I have been working with Neli for a few months now after I carried out a search on Unbiased for some financial planning advice. Neli immediately made me feel like she cared about my financial future and how best she could assist me to reach the goals I had. Her advice was excellent as she had clearly thought through various options in detail.
Many times I’ve had the experience of an IFA trying to push something on me. But not Neli. She didn’t push any product or service but instead took the time to really listen to me and the particular nuances of my situation. I’m very glad to have met with her, feel like we’ve already built up a high level of trust, and I look forward to working together in future. Recommended without hesitation!
Kyle Gibbons, Camberley
I work closely with private and corporate clients, supporting them in building and implementing long-term Strategic Financial Plans. I assist clients in growing and protecting their wealth during their active careers as well as planning for a secure retirement. I have extensive experience in pension consolidation and tax planning as well as Inheritance tax planning. Whether it is your business or your personal finances that need help, I will be able to guide you through the labyrinth of complex financial solutions and advise on the most suitable and tax-efficient approach to reaching your long-term financial goals.
Development and implementation of a Personal Strategy and a Financial Plan including tailored financial solutions to suit your long-term individual or business goals.
Where to find us
Head office address: 33, Spring Meadow, Bracknell, RG12 2JP
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