Why choose Neo
At Neo Wealth, ‘what’ we do is relatively straightforward. We provide financial planning, manage risk and investments and offer tax planning advice to ensure you keep the returns you make. But the honest truth is that our ‘what’ is nothing new or different. For Neo Wealth it’s our ‘why’ our ‘why’ is simple; to ‘make people’s lives better’. Giving everybody access to affordable accessible financial advice.
Our Services
A New Approach to Financial Planning
Thinking about money can be emotive and feel complex. If only someone could clear away all the fog and replace it with honest, simple, reliable information. Neo Wealth bridges the gap between old-style (often expensive) financial advice and a simpler, more modern approach that’s tailored to your individual needs and available to everyone.
Perhaps you’re thinking about retirement, saving or investing. Maybe you want to protect your wealth for your loved ones. Whatever your concerns or questions, our independent, professional and unbiased guidance puts your needs and objectives at its heart.
What makes us different
At Neo, we think that financial advice needs a new rule book. Clients have had to put up with overpriced, old-fashioned and simply average advice services for too long. We’re here to bring change to this world.
Plain English
No jargon, just straightforward help to make sense of your money
Independent Thinkers
We're free to explore the whole market to find the right solution for you
Transparent Fees
We believe in complete up-front transparency about our charges
Your Aims Are Our Aims
We spend time understanding your goals, not just listing what you have or owe.
Honest
We'll be honest and objective about your situation and won’t recommend products that you don't need. And, if you don't need advice, we won’t recommend it.
Individual
We’ve helped hundreds of clients get the help they need, but we’ll always treat you as the individual you are.
How does it work?
We know you’ll have different priorities for your wealth and financial plans at different points in your life. Whatever your financial aims, we have the expertise, products and services that can help you achieve them.
Get in touch with the Neo Wealth team
Taking care of your finances has never been easier. Neo Wealth have many years of experience in the finance industry and can take all the hassle out of planning for the future, so you don’t have to worry about a thing. Your peace of mind is important to us; our experienced team of advisers can help you with any financial issues.
You can keep on top of relevant industry news by checking out our blog page, where we discuss topical subjects to further help you answer any questions you may have. We also have free wealth calculators, pension calculators and free download guides throughout the website.
To learn more about how we can help you, contact us today:
0161 388 8875
Why you need a plan?
Worry less
A plan will empower you to take control, providing clarity around what you need to do with your finances. This means you’ll worry about money less and enjoy greater peace of mind.
Remain accountable
A huge benefit of a financial plan put together by a trusted advisor is the fact that you don’t just get a clear list of to-dos. You get someone to hold you accountable to actually getting them done and helping you follow your financial plan.
Gain Clarity
A plan can help you better understand what you actually want to use your money for, help you achieve the lifestyle you want, and prioritize your goals.
Financial reality
When you actually know the numbers in your financial life, you’re no longer relying on guesswork or simply hoping that it will somehow all work out. If you understand precisely where you stand, you can make informed decisions and smarter choices about how to move forward.
Why Join Neo
Neo Wealth is part of an award-winning network made up of over 30 UK based individuals, advisers, technicians, and administrators. With 11 offices worldwide servicing over 20,000 clients.
We’re Accredited With The Pension Transfer Gold Standard So You Can Have Confidence In Us. Get Trusted And Impartial Advice On Your Pension Options Giving You Peace Of Mind, oh and we are also Chartered! because people are at the heart of what we do.
Life Moments Map
Which life moments are you financially ready for?
We understand that our goals and life journeys are completely unique, but many of us will experience similar milestones that impact our finances. Our life moments map shows when these milestones could be for you and which money moments you may need to prepare for.
Dont' just take our word for it
Let's get started
We would love to update you on our offers, handy guides and the latest Neo Wealth info.
Have a question? Call us on
0161 388 8875
Monday to Friday 9am – 5pm