Andrew Neligan

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

I looked for an adviser decades ago, when I wanted a clearer financial plan and a route towards retirement. Andrew became my adviser then, and has been a continual source of good advice ever since.

How has Andrew Neligan helped you?

He has provided clarity with financial and cashflow planning, which is helpful and reassuring. He has advised on pension investment, which seems to have worked well. He has also, over the years, provided advice on particular issues, and always approaches such advice with a healthy dose of common sense.

Have you seen the outcome you were hoping for?

Yes. I've had a financial plan, pension funds have been invested and, although nothing is ever certain, I am clearer about retirement and its financial implication.

What could they have done better?

Nothing that I can think of. He has been friendly, sensible, and helpful.

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

We initially asked for Andrew to help us with a joint financial review ( including pensions) during the early years of marriage

How has Andrew Neligan helped you?

Yes - without a doubt- I tended to be overwhelmed by finance issues but we both ( wife and I) now have a much clearer understanding of the rationale behind financial planning and the need to periodically review it ( with Andrew’s assistance) It is frankly a relief to know that these plans have been underpinned by Andrew’s experience and his very helpful client focussed approach.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing - We have had a first class service

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

After fifty years of marriage discovered my husband had a second family and was advised to get advice from a financial advisor to deal with the finance side of affairs:

How has Andrew Neligan helped you?

From the initial meeting which my son also attended Andrew listened and asked questions to understand the complexity of the financial implications:: Due to a prolonged and difficult divorce process Andrew dealt with each new financial situation with professionalism but also with empathy :

Have you seen the outcome you were hoping for?

Andrew through his diligence and continuous commitment managed to get me the best financial outcome in very difficult circumstances:

What could they have done better?

Nothing: A great Job :

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

Coming up to retirement and needing advice and support regarding how to plan most efficiently for the future.

How has Andrew Neligan helped you?

Andrew has patiently guided us through the process of accessing my pension pot and investing it in such a way as to make the most efficient use of our savings. Through our discussions with Andrew , we have a gained a greater confidence in the plans we have budgeted for regarding our living costs and making the most of our retirement.

Have you seen the outcome you were hoping for?

We now have in place, a financial plan for the future. We have recently started to implement this plan and our initial impressions are very positive. At future review meetings, I am sure we will continue to see the benefits of the planning that has taken place.

What could they have done better?

Andrew has been very supportive and understanding throughout the process.

Please provide a brief comment about your experience with Andrew

Willing to spend more than sufficient time talking through everything with me . Very understanding of my situation .