they were professional and thorough in their review of our finances, taking great care and understanding of our needs.

Ashleigh is a good listener and showed good patience with me. She has gone into great detail and answered all of my questions/concerns. I would recommend Ashleigh to anyone looking for investment/pension advice.

This is a fairly new IFA relationship for me so keen to see some changes to my portfolio with Neo’s help.
Some of the reports I’ve received have been incorrect. I should not have to pick up errors, I would suggest a more stringent checking process to enhance customer experience/perception.

Ashleigh is very helpful, she guided me well, she help to choose the best investment opportunity out there, keeps me in the loop. hoping to get good returns.

Phenomenal service throughout, I cannot say enough good things about Neo.

Ashleigh and the team were extremely helpful at every point of the lrovesss and couldn’t do enough

I have already recommended them to two family members who are using their services and will continue to sing their praises

A really friendly and helpful team. Kept things simple and easy to understand.

Ashliegh and her team gave great advice.
Ashliegh is very patient and ensures everything is explained clearly which in turn ensures you feel confident with the decisions you make .

We have worked with Neo Financial Planning since it's beginning, building bespoke systems for their unique operation. Our relationship with Ashleigh and Amy dates back several years and we look forward to it progressing further!

Excellent customer service and communication throughout. Would highly recommend for any pension advice.

I have been a customer of Neo Wealth since their formation at the start of last year.
They have helped me consolidate multiple different pensions and put the funds into a plan that was personally tailor to give the mix of stability and risk that was acceptable. The performance of the fund over the pandemic and recent financial crisis has been far better than I could have hoped.
By far the best benefit of using Neo is just how easy it makes things. I had known for years that I needed to get a handle on my different pensions but as many people do I was putting my head in the sand assuming it would all sort itself out. Neo Wealth have taken all of this in hand and already can see the benefits that I will reap when I eventually hit retirement age.

The Neo team kept me informed all the way through my investment process. Very friendly and informative

They have supported and helped through a tricky pension situation which I was very grateful. Professional at all times and offer excellent advise.

Ashleigh/Neo been brilliant over the last 18 months, with everything happening in the financial markets she’s advised, reassured, and instilled confidence and trust with my investments. Unbelievably knowledgable and on-the-ball with everything. Highly recommend.

First class as usual from the team.
Always highly recommend.

Quality company and expert individuals to deal with. They do things differently and opposite to others in the pensions investment space which is refreshing - e.g they are assertive, transparent and communicate regularly making complex issues about your investments through them easy to understand and finding new solutions when required

Ashleigh and her team really go the extra mile and in these dark days when the world and markets are a mess they put you at ease and explain what is happening and how they will do there best for a positive outcome .

I would definitely recommend Neo Wealth, the team definitely went that extra mile to help me with my pension transfer. They were helpful by providing me with honest advice and were always available to answer any questions I may have had.
They kept me informed on how the transfer was progressing and even helped with any difficulties along the way.

Always helpful & available for a telephone call to explain anything that I don't understand as well as making sure I am happy with their recommendation.
Documents available online so you can sign without the need for printing so very eco friendly.

My pensions and general finances were in need of a review, and I chose to use Neo Wealth, who have proved excellent in all aspects, giving a thorough report, wise advise, and continuous monitoring, enabling me to relax, knowing my affairs are in good hands. I cannot praise their service highly enough, and would have no hesitation in recommending them.

I was looking for a full financial review to understand my pensions and various allowances. The team have been brilliant from start to finish, informative, proactive and on the ball with readily available information. I have now got a clear picture and i'm happy with the plans i have in place. 100% recommend