Neligan Financial - Budleigh Salterton

Lisa T.

Andrew is an incredibly knowledgeable, informative and supportive financial adviser. His support and advice has been invaluable in supporting us to plan for our retirement in a considered and effective way.

J A.

Andrew was very friendly and spent time to review our situation and offer advice. He wasn’t at all pushy and gave us lots to think about.

Julie L.

We have been working with Andrew for just over 2 years. Initially he took a good deal of time getting to understand us, our lives, our priorities, what we needed from his services.

Andrew subsequently ran a number of financial planning scenarios for us, to enable us to decide whether we could afford to retire.

Latterly, Andrew has been hugely helpful in enabling us to evaluate various financial options.

We have found Andrew extremely bright, knowledgeable, considered, thorough and responsive. His communication skills are excellent, and he is able to explain complex things very clearly. We would not hesitate to recommend him, and indeed we have already done so to both friends and family.

Paul N.

I needed to check that my early retirement estimates were possible, but have never used a financial adviser for anything like this, so was apprehensive to say the least. I spent a long time looking for a local adviser that sounded like they covered what I needed and the information on Andrew's website seemed a really good match. I found Andrew to be really easy to talk to and someone who listens very carefully. He came up with investments that fit with my ethics and I feel comfortable we're going in the right direction and Andrew will keep me informed all the way.
Andrew's communication is excellent. I have all the information I need and know that he will respond to any questions immediately and is available for face-to-face or online meetings when needed.

Chris G.

We have benefitted from Andrew’s advice over the last five years. When initially looking for a financial advisor we had meetings with various alternatives. We choose Andrew because his approach involved a thorough assessment of our circumstance and aspirations, and he also made an effort to explain unfamiliar financial concepts to us in simple terms. We have found him to be knowledgeable, friendly and professional. He has been responsive and timely when we have questions, and always helpfully providing clear answers and recommendations. We have followed his advice regarding personal pensions and investments and have been pleased with the results over recent years. We can highly recommend his services to others.

richard C.

Andrew is a personable and knowledgeable Financial Advisor. He was thorough in ascertaining our financial needs and priorities and was able to communicate financial complexities to us in a simple way. We have already recommended him to friends and will continue to do so as we are really pleased with his excellent service.

Damian G.

Andrew has been great deal of help to our clients over the last 3 years during what has been a challenging period for investing. Our clients have been very pleased with how Andrew has handled everything. He has excellent attention to detail and is patient and generous with his time. Highly recommended.

Iain B.

We have enjoyed working with Andrew, and have appreciated his insights. He took the time to understand our situation, which has helped us make a few decisions – not least to treat ourselves to a holiday we would not necessarily otherwise have done! He has been very helpful explaining things to us and exploring a range of possible future scenarios. We would certainly recommend him.