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Based in Chelmsford
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FCA Regulated
Neil and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 18 April 2025
Neil and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
2
Recent Client Reviews
Neil has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Neil has received 2 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 04 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
17
Qualifications Uploaded
Neil has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
17 qualification certificates available to view
Neil has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Neil has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Neil has provided information on their typical fees
Neil has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
17
Positive First Impressions
94% of VouchedFor users have had a positive (4 or 5 star) first experience with Neil (based on 17 first impressions)
94% of users who are not yet clients had a positive first experience with Neil
94% of VouchedFor users have had a positive (4 or 5 star) first experience with Neil (based on 17 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Neil and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 18 April 2025
Neil and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
2
Recent Client Reviews
Neil has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Neil has received 2 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 04 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
17
Qualifications Uploaded
Neil has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
17 qualification certificates available to view
Neil has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Neil has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Neil has provided information on their typical fees
Neil has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
17
Positive First Impressions
94% of VouchedFor users have had a positive (4 or 5 star) first experience with Neil (based on 17 first impressions)
94% of users who are not yet clients had a positive first experience with Neil
94% of VouchedFor users have had a positive (4 or 5 star) first experience with Neil (based on 17 first impressions)
I have worked for many years within Private Banking and the financial services industry (since 1993) and provide the best and right advice for my clients. I am a Chartered Financial Planner, Fellow of the Personal Finance Society and a full member of Society of Trustee and Estate Practitioners. I strongly believe in good Independent Financial Advice as not one company is the best at everything. This combined with a focus on costs provides real value to your finances improving the position for you and your family. I specialise in pensions and investments and advise on existing personal and company pensions and other tax efficient investments and investment approaches suitable for you. I also take a keen interest in inheritance tax planning and trust planning to grow and protect wealth.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Neil's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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Adviser Disclaimer
Goodlad & Co Ltd is an appointed representative of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority. Registered in England No. 5316578. Advice is directed at persons within the UK.