Would highly recommend Ashleigh , great solid advice and no pressure ! definitely will get back in touch when the circumstances change.
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Just completed my initial call with Ashleigh from Neo Wealth and was impressed with the friendly and down to earth approach. Ashleigh explained in a clear manner how Neo Wealth can help me with my ret... See more
I have dealt with the financial advisor Steve Sutton for many years and trust him completely to give me good financial advice. He only started working for Neo Wealth last year so my rating is based s... See more
Company replied
My Husband and I have recently become clients of Neo Wealth and already we have been most impressed with their professional and caring approach. We have a complex financial situation and after meeting... See more
Company details
About Neo Wealth
Written by the company
Welcome to Neo Wealth
We are passionate about helping our clients to live the life they want, look after those they love, and leave a powerful legacy.
Our aim is to help individuals and businesses to achieve their Financial goals. Our approach is straightforward & transparent, it's why we our network win awards. You tell us about your current situation and about your Financial objectives and when you want to achieve them.
Our services consist of Financial planning, investment management and tax mitigation. These components are inextricably linked, that’s why we combine all three into one First-class service.
FCA Regulated
All of our services and Independent Financial Advisers (IFA) are fully FCA regulated and qualified. Completely Secured.
Safe & Secure
All of our services and Independent Financial Advisers (IFA) are fully FCA regulated and qualified.
ICO On Your Side
Your experience is paramount to us - we offer 100% unbiased, bespoke and compliant advice with a transparent and upfront fee structure.
Visit our website Get In Touch
Contact info
Suite 210, 5300 Lakeside, Cheadle Royal Business Park, Cheadle, SK8 3GP, United Kingdom
- 01613888875
- office@neofp.co.uk
- neofp.co.uk
4.6
Excellent
68 reviews
Replied to 100% of negative reviews
Typically replies within 2 weeks
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Really positive experience working with…
Really positive experience working with Neo Wealth. Both my husband and I required some help with financial planning for the future and we were unsure where to go for help, what products and options were available to us and how was best to go about organising it. A friend gave me the details for Neo Wealth and they have been so helpful. All the team are friendly, eager to help and respond to you very quickly. They keep you updated with all processes and are very transparent with any fees or additional services that they provide. Looking forward to continuing to work with them to grow my future pot.
July 11, 2022
Felt as though I was dealing with…
Felt as though I was dealing with people who knew what they were doing and had my best interest at heart.
June 10, 2022
Attention to detail
Neo is a pleasure to deal with, Ashleigh and the team are very thorough and ensure all important documents are properly received.
September 13, 2022
Disappointed
Process slow and even with the promise of transparency still none the wiser.
Unclear on growth of capital and charges being taken.
September 1, 2022
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