Neo Wealth & Financial Planning

Neo Wealth & Financial Planning Neo Wealth is on a mission to remove the financial fog & replace it with, honest & reliable advice.

Merry Christmas and a Happy New Year to all our clients. Thank you for your support during the past year. We value our o...
24/12/2022

Merry Christmas and a Happy New Year to all our clients.
Thank you for your support during the past year. We value our opportunity to assist you in 2023. šŸŽ„

We don’t want you to worry about money. Our ā€œVirtual advisorā€ is here for you, so you can get a better understanding of ...
13/12/2022

We don’t want you to worry about money. Our ā€œVirtual advisorā€ is here for you, so you can get a better understanding of your finances and make smart financial decisions.
Check it out on our website.
Link in bio

⁠

Any tax for that matter!! If you need help & guidance especially in the run up to January 31st.Get in touch with Neo, we...
11/12/2022

Any tax for that matter!! If you need help & guidance especially in the run up to January 31st.

Get in touch with Neo, we want to help.

⁠

We have lovely clients at Neo and aim to create a bond with every individual to enable a long working relationship. We a...
09/12/2022

We have lovely clients at Neo and aim to create a bond with every individual to enable a long working relationship. We always appreciate reviews!
We're on trust pilot and google!

⁠

We create a short guide to help you get to grips with savings!Downloadable version through our website.Link in Bio!     ...
07/12/2022

We create a short guide to help you get to grips with savings!
Downloadable version through our website.
Link in Bio!


⁠

You can get in touch with us any time to review your pension, check how it works and what is the best way to transfer. W...
05/12/2022

You can get in touch with us any time to review your pension, check how it works and what is the best way to transfer. We’ll provide you further information on our website.

⁠

Check out the link in bio.Or click or linktree to access everything social!https://linktr.ee/neofpQuick read Autumn Stat...
22/11/2022

Check out the link in bio.

Or click or linktree to access everything social!
https://linktr.ee/neofp

Quick read Autumn Statement 2022.

⁠

We love to get feedback!At Neo, we try to be as efficient and up to date with an ever-growing and sometimes complicated ...
08/11/2022

We love to get feedback!

At Neo, we try to be as efficient and up to date with an ever-growing and sometimes complicated financial industry. We know that sometimes the process of getting your documents together can be a hassle, so we make every effort to streamline it for you.

That's why we send the majority of our documents electronically through a secure portal. This way, you can fill in the information at your own convenience and get back to the rest of your life!

⁠

Are you aware of all your pensions??  It is estimated there are 1.6 million lost pension pots in the UK, worth around £3...
31/10/2022

Are you aware of all your pensions?? It is estimated there are 1.6 million lost pension pots in the UK, worth around £37 billion. We want to support Pension Awareness Week!

Check out link in Bio.

⁠

With 1000's of websites, articles, social media telling you similar but different things... how do you know what the cor...
27/10/2022

With 1000's of websites, articles, social media telling you similar but different things... how do you know what the correct information is? ALWAYS make sure any advice you receive is from an FCA approved and regulated source. This means the information will be inline with government UK regulation. If ever in doubt the Government website is a good place to start. Or give us a call, we would love to help.

⁠

Lets talk about Investments! Download our free Investment Guide on the Neo Website.Link in Bio.                         ...
25/10/2022

Lets talk about Investments!

Download our free Investment Guide on the Neo Website.
Link in Bio.

⁠

If you're nearing retirement and not sure where to start, Neo can help you. Pensions can be a daunting process with lots...
23/10/2022

If you're nearing retirement and not sure where to start, Neo can help you. Pensions can be a daunting process with lots of jargon you may not understand. We're hear to give you clear simple honest advice.

⁠

Address

Suite 7, Chester House, Dane Road
Sale
M337BP

Opening Hours

Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm

Telephone

+441613888875

Alerts

Be the first to know and let us send you an email when Neo Wealth & Financial Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Neo Wealth & Financial Planning:

Share