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Neligan Financial

Firm is FCA RegulatedThis firm is regulated and authorised by the Financial Conduct Authority

Our founder and Financial Planner, Andrew Neligan, is dedicated to ensuring his clients’ freedom and financial security by creating highly personalised strategies for their money. With over 15 years’ experience in the profession, Andrew believes in empowering people to live their ideal lifestyle for the rest of their lives, thereby making them richer in every sense of the word; not just financially. We work with people who are: - Approaching retirement. You’re starting to think about the future but might not be ready to retire for another 10 to 15 years. Nevertheless, you want to ensure you reach that point with a thorough strategy already in place. - At retirement. Whether you’re ready to stop work completely or transition into retirement by continuing to work on your terms, you want to feel confident and secure in your financial situation. Our clients usually live and work in the East Devon area, including Exeter, Exmouth, Branscombe, Sidmouth, Budleigh Salterton, Topsham,...