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Plan With Neil Testimonials

At Plan With Neil, we pride ourselves on putting our clients first. We are proud to say that our rating on Google Maps is 5 stars. Below, you can see testimonials from our happy clients:

Testimonial for Plan With Neil: I have had a few meetings with different Financial Advisors but found I really liked Neil's style. He makes things clear and simple and listens to your own situation in a non- judgemental way. He is positive and makes the world of finance seem more approachable and not pressured, breaking it down in a way that allows you to get interested and not confused. He is easy to talk to and very helpful. Highly recommended.
Testimonial for Plan With Neil: Neil is fantastic, made the process really simple and easy to understand, really enjoyed working with Neil and hope to carry on in the future, would highly recommend to anyone requiring a financial advisor
Testimonial for Plan With Neil: Neil has been very helpful and reliable while sorting out my private pensions, there have been a couple of problems (not Neil's fault nor mine) the company holding my funds gave us wrong information and this created the problems, Neil has kept me informed throughout the process and continues to do so, Highly recommend 👍
Testimonial for Plan With Neil: Neil of Plan with Neil provides a great financial adviser service. His way of charging for his services is a little different to most advisers but it seems to be a good way of doing it. Have a look at his website to see the details. It is all very clear and straight forward. I'm more than happy to recommend Neil if you are looking for a good financial adviser.
Testimonial for Plan With Neil: Neil was recommended to me through a Finance website and I am so pleased that he was! We've had two meetings so far and I have decided to continue working with him for the next year to help me set up pensions and investments. He is always very friendly, punctual to meetings and answers every question properly whilst not overwhelming you with information. His fees are very reasonable too. I can't wait to see what he does next! I would highly recommend. Thanks, Neil.
Testimonial for Plan With Neil: Neil is a fantastic financial advisor. Personable, knowledgeable and professional. He introduced the financial independence and retire early (FIRE) movement to me which is something I’m now in process of realising. Had it not been for those early conversations, I’m not sure I would’ve come to know such a financially and personally empowering lifestyle option was available to me. If you’re looking for financial advice, I would highly recommend Neil.
Testimonial for Plan With Neil: Neil was very helpful and knowledgeable. He understood the issues discussed very quickly and was able to provide constructive suggestions and, most importantly for me, clarity. The speed and flexibility of appointments was also impressive. I would recommend anyone needing financial advice to contact Neil.
Testimonial for Plan With Neil: Had a meeting with Neil to discuss some financial prospects for my family and I in the coming future, he was very friendly, arrived on time, was polite and very knowledgeable in what he does. We spoke about many different options and explored avenues I wouldn't have thought of myself so the meeting was well worth it. Looking forward to growing my capital with him and his company. Thanks Neil.
Testimonial for Plan With Neil: I'm so glad I found Plan with Neil. He explains things in an easy way and is always available to assist if needed. I recommend anyone looking for pension advice to use this service.
Testimonial for Plan With Neil: Neil always provides sound advice and has the customer's interest in mind. I would highly recommend for help with tax, pensions and investments and have already passed his details to few of my contacts.
Testimonial for Plan With Neil: Neil Young Is a absolute lovely gentleman, very polite and on time with appointments, he explained everything in detail and made sure that we understood. His service is outstanding. My mum and I were kept up to date on the progress. This gentleman comes very highly recommended.
Testimonial for Plan With Neil: Would really recommend working with Neil. He has been efficient, reliable, and most of all, very knowledgeable. It has been a pleasure to receive his advice tailored to our needs.
Testimonial for Plan With Neil: All new to the world of pensions. Neil took us through everything we needed to know. The conversations were easily understood, and anything we didn't know about was explained. Starting now to look forward to a new venture. Highly recommended.
Testimonial for Plan With Neil: Neil is polite, professional, and extremely helpful. He offers sound advice and I definitely recommend using his services.
Testimonial for Plan With Neil: I contacted Plan With Neil, as my previous IFAs had gone into liquidation. I required answers regarding my pension that I couldn’t find by myself. Neil got the answers for me and I am very happy with the service he provides.
Testimonial for Plan With Neil: Would recommend Plan with Neil for sound, impartial advice and clear explanation of policies. Neil was friendly, professional, and made the whole process stress-free.
Testimonial for Plan With Neil: Neil is a very good financial advisor, who has helped us to re-assess our finances, making them work for us.
Testimonial for Plan With Neil: Neil put my mind at ease about my pension & was very helpful what l can do with my pension.
Testimonial for Plan With Neil: Fantastic service. So helpful and set my mind at rest about taking retirement. Would definitely recommend.

You can book your free discovery meeting with Neil here.