Reviewed for

Insurance and Protection ( 2 )

Pensions ( 12 )

Retirement income (annuities, drawdown) ( 2 )

Auto Enrolment ( 1 )

Investments and Savings ( 6 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 4 )

£100k - £200k ( 2 )

£50k - 100k ( 1 )

Up to £50k ( 3 )

Client reviews

First impression from a user who is not yet a client

July, 2016

Overall

Please provide a brief comment about your experience with Neil

I didn't actually see Neil's profile on VouchedFor as he contacted me in response to my initial online enquiry, so I can't answer the first two questions (I had to put an answer in to submit the form, but please ignore this). Neil was helpful and friendly and answered the general queries that I had.

First impression from a user who is not yet a client

July, 2016

Overall

Please provide a brief comment about your experience with Neil

Neil helped me with some parts of my financial planning that I needed clarity on

Review from verified client

May, 2016

Overall

Advice

Service

Value

Based in Nottinghamshire

What were the circumstances that caused you to initially look for an adviser?

Wanted to review current pension arrangements to check they were fit for purpose.

How has Neil Staley helped you?

Neil reviewed my current pension arrangements and compared it to a number of other options. At the end of the process there was a clear and easy to understand report with recommendations.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

Review from verified client

May, 2016

Overall

Advice

Service

Value

Based in Nottinghamshire

What were the circumstances that caused you to initially look for an adviser?

Retirement planning.

How has Neil Staley helped you?

updated existing underperforming plans and gave guidance on auto enrollment.

Have you seen the outcome you were hoping for?

yes.

What could they have done better?

no issues

Review from verified client

May, 2016

Overall

Value

Service

Advice

Based in Nottinghamshire

What were the circumstances that caused you to initially look for an adviser?

I required advice and guidance on releasing money from my pension portfolio.

How has Neil Staley helped you?

Neil studied the various options for maximising my tax free allowance. He then organised the pension consolidation and fund release. He advised which was the best performing pension and completed all paperwork.

Have you seen the outcome you were hoping for?

Definitely! My pension portfolio is stronger than before and I also have the capital required.

What could they have done better?

Answer queries faster.

Review from verified client

May, 2016

Overall

Advice

Service

Value

Based in Nottinghamshire

What were the circumstances that caused you to initially look for an adviser?

Setting up a new pension.

How has Neil Staley helped you?

Neil listened to what my requirements where and came up with a solution which I am very happy with. He answered all my questions and is there to assist in any future needs.

Have you seen the outcome you were hoping for?

The outcome is exactly what I was looking for.

What could they have done better?

N/A

Review from verified client

April, 2015

Overall

Advice

Service

Value

Based in Nottinghamshire

How has Neil Staley helped you?

NeIl first visited me 5 years ago when I retired. His advice then was clear and appropriate and the plan he suggested has performed exactly as I hoped and has been a helpful financial boost. Neil has just set up a new plan for me which promises to be equally useful. With my limited resources and little experience in the world of finance, his advice has been invaluable. Many thanks.

What could they have done better?

Completely satisfied with the advice

First impression from a user who is not yet a client

November, 2013

Overall

Please provide a brief comment about your experience with Neil

I have not received a response from him.

Neil's reply

The area of specialist short term Investment is not one of my strengths with retirement planning shown as my speciality on my profile page . However I was away on vacation when this contact was made . I did try to contact Mr Mohammed on my return without reply so was unable to explain this with the client .

Review from verified client

October, 2013

Overall

Advice

Service

Value

Based in Leicestershire

How has Neil Staley helped you?

I found both Neil's honest approach and ability to explain a complex subject to a layman to be invaluable to me in reaching a decision on my pension.

What could they have done better?

With my limited experience over the years of financial advisors, I can't think of anything more Neil could have done to help me with such a big decision.

Review from verified client

October, 2013

Overall

Advice

Service

Value

Based in Nottinghamshire

How has Neil Staley helped you?

He listens, makes sure one has as much information as necessary and THEN gives the options. Because I am someone who likes to be well prepared, I ppreciate this. He then progresses what we have agreed promptly.

What could they have done better?

Perhaps a 6 monthly phone call to check if ones circumstances have changed in any way.

Review from verified client

October, 2013

Overall

Advice

Service

Value

Based in Nottinghamshire

How has Neil Staley helped you?

My wife and I have been using Neil for our financial advice since March 2008. During the first meeting he carried out a full review of our financial position and was able to immediately offer refinements. He fully understood our plans and most importantly, our attitude to risk. We receive regular reviews and any requests are dealt with promptly and efficiently. To date the advice we have received and invested in has provided very good returns, despite the recent market trends.

Review from verified client

September, 2013

Overall

Advice

Service

Value

Based in Nottinghamshire

How has Neil Staley helped you?

On retirement, three years ago, Neil gave me sound advise on both annuity and long term investment. He explains things thoroughly and is happy to recap and give progress reports on things when he visits me. He does not try to push products on to you, but will advise you about what is available .

What could they have done better?

I'm quite satisfied with what he does.

Review from verified client

September, 2013

Overall

Advice

Service

Value

Based in Nottinghamshire

How has Neil Staley helped you?

Neil Staley gives me good and sound financial advice in the areas where I request it. He always talks me through everything, what my risks are as well as the benefits. He has patience and always listens to what I have to say. He answers emails promptly and arrives promptly for any appointments.

Review from verified client

September, 2013

Overall

Advice

Service

Value

Based in Nottinghamshire

How has Neil Staley helped you?

The advice I receive from Neil is exactly what I need when dealing with my finances.....honest. When the best thing for me has been to do nothing, this is the advice I have been given. To sum up the service that Neil offer is that you get genuine advice. Not a sales pitch, which I have so often received from others.

Review from verified client

May, 2013

Overall

Advice

Service

Value

Based in Leicestershire

How has Neil Staley helped you?

As newcomers to independant financial advice and pensions we were a little nervous. Neil put us at ease immediately and took the time necessary to explain things fully to us. The first appointment actually took over 2 hours to enable Neil to talk things through at our pace. Neil happily took the time needed and did not make us feel that we were putting him out in any way by taking so long. He returned a week later with an ideal product for our needs and reassured us that if we have any questions at all he would be very happy to answer them for us. He also assisted us with some additional advice that did not come under his remit, and in doing so we feel that he went that extra mile for us.

What could they have done better?

Nothing, we felt his approach was faultless

First impression from a user who is not yet a client

April, 2013

Overall

Please provide a brief comment about your experience with Neil

very helpful, friendly, approachable and patient

Review from verified client

April, 2013

Overall

Advice

Service

Value

Based in Nottinghamshire

How has Neil Staley helped you?

Neil is very easy to talk to and is able to gain a insight into the whole family and its financial requirements and the attitude to risk we have in trying to secure those requirements.He thoroughly researches financial products which maybe appropriate to our requirements and is able to discuss the relative merits in order for us to make informed decisions on the best way forward .Regular reviews look at the performance of investments and agree corrective actions if necessary. Neil's personality makes financial planning as close to an enjoyable experience as possible!!

First impression from a user who is not yet a client

April, 2013

Overall

Please provide a brief comment about your experience with Neil

Good adice no preasure helpful

Review from verified client

April, 2013

Overall

Advice

Service

Value

Based in Nottinghamshire

How has Neil Staley helped you?

Neil was very approachable, open and honest. I felt very comfortable speaking with him. He listened to what i wanted and advised me accordingly. He was very patient and would not move on unless i fully understood what he was talking about.He explained everything very clearly and in a way that i understood. He helped me with savings and investments and my pension and to this day i have been delighted at the performance of my investments. I will be using Neil and his expertise again and would certainly recommend him. John from Nottingham. Retired police officer

What could they have done better?

I can not think of anything that my adviser could do better

Review from verified client

April, 2013

Overall

Advice

Service

Value

Based in Lincolnshire

How has Neil Staley helped you?

Neil fully disclosed his past experiences and charges upfront. He considered our whole life picture before advising on any products (short term and long term). We felt he followed proecesses discerning our personal needs and circumstances along with a an excellent personality and 'oodles' of patience! Neil explained everything to the level of understanding to help give a clear picture of our goals - with all this in mind, we trust Neil's advice today and in the future.

Review from verified client

March, 2013

Overall

Advice

Service

Value

Based in Nottinghamshire

How has Neil Staley helped you?

Neil helped me re-organised my pension provision, the process was made very easy and I am delighted at the performance of the funds he recommended. I found the whole advice process from beginning to end clear and easy to understand. - AN Nottingham