Plan with Neil - Coventry

Plan with Neil Financial Planning Services

Address: 37 St Ives Rd, Coventry CV2 5FY, United Kingdom

Phone: 2475264392

Website: planwithneil.com

Specialties & Services Offered

• Financial planner: Plan with Neil specializes in providing personalized financial planning services to help individuals achieve their short-term and long-term financial goals.

Other Points of Interest

• Online appointments: Plan with Neil offers the convenience of scheduling appointments online for your convenience.
• Onsite services: They provide in-person consultations at their accessible location in Coventry.
• Wheelchair accessible: The office boasts a wheelchair accessible entrance, parking lot, restroom, and seating, ensuring that all clients can easily access their services.

Company Opinions and Reviews

With an impressive 5/5 average rating based on 25 reviews on Google My Business, Plan with Neil has garnered a strong reputation for their excellent service and commitment to helping clients achieve financial success.

One satisfied client mentioned, "The best financial decision we've made was contacting Neil. He put so much time and effort into preparing a financial plan for us, was always readily available for advice, and has an honest payment structure. His advice made sense and made us feel confident in the decisions being made. We now feel organized and able to achieve our financial goals going forward."

Another client shared, "I'd recommend working with a financial advisor to anyone, as having a professional put a plan and investments in place really pays for itself. And Neil is an excellent option, who genuinely wants to help you succeed."

These glowing reviews demonstrate that Plan with Neil is dedicated to providing top-notch financial planning services and creating personalized plans that help clients achieve their financial goals. Their commitment to accessibility and customer satisfaction sets them apart in the industry.

Recommendation

If you are seeking a trusted and reliable financial planner to help you navigate your financial future, look no further than Plan with Neil. With their expertise, personalized approach, and commitment to accessibility, they are an excellent choice for anyone looking to achieve their financial goals. Contact them today via their website, planwithneil.com, to schedule your appointment and take the first step towards a brighter financial future.

👍 Reviews of Plan with Neil

M F.

5/5

Best financial decision we've made to contact Neil. He put so much time and effort into preparing a financial plan for us, was always readily available for advice, and has an honest payment structure. His advice made sense and made us feel confident in the decisions being made. We now feel organised and able to achieve our financial goals going forward. I'd recommend working with a financial advisor to anyone, as having a professional put a plan and investments in place really pays for itself. And Neil is an excellent option, who genuinely wants to help you succeed.

Stacey B.

5/5

I did some extended research before coming across Neil as I wanted to make sure I worked with someone that had my interests and goals at heart.
Neil is very professional and approachable and has a very good and clear pricing structure.
Working with him has been a pleasure and he has helped me with my pensions, investments and savings. Overall I would recommend him to anyone that is looking to review their finances and would like some professional guidance before committing to any changes.
I will definitely be in touch with Neil again to help me with my finances as my circumstances and commitments change.

Hayley H.

5/5

Neil was very helpful and supportive in helping us to simplify and understand our pension pots. He helped us create a plan to achieve our retirement wishes. We now know what we have, where it is, how it is performing and what we need to do to retire comfortably. We strongly recommend Plan with Neil.

Ollie U.

5/5

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 none 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.

Geoff G.

5/5

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 web sight 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.

Chloe B.

5/5

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 =)

Kathleen D.

5/5

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.

Sarah A.

5/5

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