Andrew Neligan

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

My husband and I wanted to consolidate our pensions

How has Andrew Neligan helped you?

By bringing everything together and understanding the nuances of our different pension investments we have been able to better understand what our position will be later in life and plan accordingly.

Have you seen the outcome you were hoping for?

Andrew has taken a very ‘hands on’ approach in helping to get a handle on our retirement income for which we are very grateful.

What could they have done better?

The service was to the highest standard.

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

Investing my savings and current pension pots into a managable online plan

How has Andrew Neligan helped you?

I’ve had an excellent experience working with Andrew Neligan of Andrew Nelligan Financial. From the outset, the process was smooth, professional, and tailored to my individual needs. The online meetings were particularly effective—everything was clearly explained, all my questions were answered, and I felt fully informed at every stage. Andrew took the time to understand my financial situation and goals, ensuring nothing was overlooked. I was especially impressed with the efficiency in preparing a financial plan that genuinely fit my needs. It wasn’t a one-size-fits-all approach; instead, it felt carefully considered and personalised. Communication has also been incredibly easy and convenient. The web portal is user-friendly and makes accessing documents and updates straightforward, while the ability to stay in touch via social media adds an extra layer of accessibility and responsiveness. Overall, I would highly recommend Andrew Neligan Financial to anyone looking for a knowledgeable, efficient, and approachable financial advisor.

Have you seen the outcome you were hoping for?

For the plan that has been put into place yes

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

In 2024 I was approaching the retirement phase of my life and I wanted to engage a professional Financial Advisor to help me plan for the future.

How has Andrew Neligan helped you?

I have had a very positive experience since working with Andrew on my retirement plan. He has provided clear planning advice and has been proactively implementing that plan which has helped me confidently transition into retirement. His communication is very good, timely, clear, informative and relevant. He continues to work with me on the dynamic plan which I find reassuring. We are moving into what I would describe as the extended implementation phase where the mechanics of drawing income from salary has ceased and income moves to pension only in the current tax year. I would think that our discussions moving through this phase will consider my education on the actual mechanics of drawdown when needed and remaining tax efficient for the remainder of this tax year.

Have you seen the outcome you were hoping for?

Yes, the planning documentation has been good. The implementation of the plan has been good too. The ongoing advice has been very reassuring.

What could they have done better?

Nothing really comes to mind. I found that dealing with employers, HMRC and pension providers unusually opaque which I was not prepared for. Not Andrew’s fault at all. If this is the norm I would have been better prepared if forewarned about the bureaucracy and admin intransigence that some of the pension companies involved subjected me to!

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

I was considering early retirement or partial retirement, and wanted professional reassurance that this was affordable.

How has Andrew Neligan helped you?

Andrew modelled our retirement finances based on our priorities and provided advise in how to best use our savings and pensions.

Have you seen the outcome you were hoping for?

Absolutely, Andrew advised that our retirement plans were affordable, and I have subsequently reduced my hours to 2 days per week as a start of partial retirement.

What could they have done better?

Nothing, it went great.

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

I have recently moved back to the UK to work until my retirement in approximately 5 years and needed advice on my pension ( both private and state)

How has Andrew Neligan helped you?

Andrew has given me very solid advice and moved my private pension to a new provider/ fund which needed to be done.

Have you seen the outcome you were hoping for?

It's still early days,but I have no doubt that the advice and changes will have positive outcomes.