ADVISED
£132,921
Call our team today on 0161 388 8875
Pension Transfer Advice
Could You Get More From Your Pension?
Advice From UK Regulated Pension Advisers
Saving for the future should be as easy as possible.
Want free, impartial, and straightforward pension advice?
Neo Wealth are currently offering a Free Financial review worth £500 and a cashback offer you don’t want to miss!
Get started here:
FCA approved.
Pension Transfer Gold Standard approved
Part of an award-winning network
We Don’t Accept Commissions
We Give Unbiased Advice.
Start Your FREE, No Obligation Pension Review Today
A cashback offer you
don’t want to miss!
At Neo we know the importance of having a good financial plan, and we are confident the value of our advice pays.
We make it easy for you to transfer an investment or pension, and we’ll even take care of managing your new plan for you.
That’s why we are offering a cash back incentive when you take our services up – for any new pensions, pension transfers or investments
we will inject £200 cashback into your portfolio to boost you in the right direction.
£200
cash back to boost you in the right direction
Value of Advice
Advice pays. Here's the evidence.
Studies show that those who take independent financial advice are better off than those who don’t.
NON-ADVISED
£92,921M
Investments
Consumers with advisers save longer and contribute more to investment products, leading to an average of £40,000 more in investment value than those without advisers.
ADVISED
£59,000
NON-ADVISED
£38,918
Savings
Consumers who seek advice on cash-based saving products save an average of £20,000-£59,000 more than those who did not seek advice.
ADVISED
£175,121
NON-ADVISED
£92,616
Pensions
The average pension pot for consumers with financial advisers is nearly twice the size of those without advisers.
Why choose us?
Neo Wealth is part of an award-winning network made up of over 20 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.
Call our team today on 0161 388 8875
Pension FAQS
How many workplace pensions have you forgotten about?
According to a study, the average worker will have 6 different jobs throughout their working life
Source: AAT (Association of Accounting Technicians)
How much cloud you need for your ideal retirement?
Based on the results of a recent Which? survey, here's how much you might want to aim to have each year for various types of retirement..
How much is there in lost pensions?
It's estimated that there is around £19.4 billion sitting in forgotten pension pots, with there being an average of £13,000 in each one.
Source: The Association of British Insurers (ABI)
Our Pension Review Service and how it works
The pension review service provides you with a clear picture of the performance of your pension fund, recommends ways you can improve it, and our advisers may suggest putting certain plans in place to leave you better off when you stop working, only if these are in your best interest. If there is no need to make any changes to your current pension pot, we’ll let you know with full transparency.
Our team will
Evaluate whether the amount you’re currently paying in will be enough for a comfortable retirement.
Check and review where your pension is being invested and whether you’re happy with that.
Ensure that the investment profile of your current pension fund is in-line with your preferences in terms of its level of risk.
Assess the fees you’re being charged for fund management and whether they’re fair and reasonable in relation to the pension’s level of risk and the amount paid in.
Find any pensions from previous employment that are ‘frozen’ or ‘preserved’ and recommend what to do with them, i.e., would it be worth putting them into one larger fund?
Don't Just Take Our Word For It..
Excellent experience and Ashleigh did a fantastic job organising my pensions and explaining clearly any questions raised. Would definitely recommend NEO Wealth to use going forward, excellent team.
by Bradley
Helpful and professional They have supported and helped through a tricky pension situation which I was very grateful. Professional at all times and offer excellent advise.
by Robert Clark
Very professional Communication, follow ups and the wealth of knowledge make this Company exceptional. Very professional and highly recommended.
by Kaye Skalski
Had excellent service from Ashleigh and her team. Thorough and professional, I received great advice and would recommend to family and friends,
by Jonathan Allen
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...
by IAN S
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..
by Susan
1 IN 2 People
Do not have enough money for their day-to-day needs. While only 37 percent of the population report having a financial plan.
womEn
Women are the ones who propel financial conversations
Women drive 40 percent of the financial conversation on Facebook, generating around 6.5 million posts, comments, likes and shares each month.
So if you're turned-off and confused with the typical rubbish pensions communications and feeling as though you’ve missed out by not saving much sooner for your future?
Complicated jargon, scary forms and pages and pages full of technical information is not how it should be, that’s why we set out to change things. Pensions, investments, tax, mortgages – let’s face it, these subjects are often made to sound a lot more complicated than they actually are. If you need support with making these subjects more digestible, look no further.
Let's get started
We would love to update you on our offers, handy guides and the latest Neo Financial Planning info.
Have a question? Call us on
0161 388 8875
Monday to Friday 9am – 5pm