Neon Financial Planning
Nationwide, Nottinghamshire
(11)
Nationwide, Nottinghamshire
(11)
Our services are primarily designed for people typically in their 30’s and 40’s with successful careers or who have set up their own business. Crucially, you will feel like you’ve reached a point where your own knowledge about finances feels limited and you want to explore how a professional can help you.
Show more
11 customer reviews
Zasowska
Financial Advisors
Donna was very helpful, professional and gave me a lot of ideas. Thank you for exclent Service :)
Reply from Neon Financial Planning
That was a pleasure! I'm glad my ideas were helpful to you. All the best.
Pete Hendry
Great company to deal with. Had a chunk of money to invest and wanted to steer clear of the high % fees charged by certain large wealth management companies. I received clear and sensible financial advice from Beccy and great followup help to ensure my money transferred More...
Reviewed on Google Maps
Jill Porter
I first met with Tina in 2015 and she immediately put me at ease and made me feel I could trust her completely. She shows genuine interest in my life and family and her continued support is very important to me. I recommend Tina and the whole support team at Balance Wealth without hesitation. More...
Reviewed on Google Maps
Mozu Suke
My wife and I first met with Balance: Wealth Planning shortly after my father's death, when I had started to believe with a little more confidence than previously that early retirement might conceivably be within reach. Tina spent significant time with us going through a really thorough (and actually enjoyable!) process assessing our life position and preferences, vision for the future and of course financial landscape. She was incredibly patient with us as well - I'm a lay person with a little knowledge, which is always dangerous and potentially frustrating for real experts, but her patience and good humour has never wavered. The detail and thoroughness of the analysis has really impressed us, as well as the clarity with which the findings are expressed. That has given us the confidence to move forward with a plan we may well never have had the courage to do otherwise! And as we proceed, their ongoing help, advice and support has been brilliant. In short, I'd recommend Tina and the whole support team at Balance Wealth without hesitation. More...
Reviewed on Google Maps
David
What were the circumstances that caused you to look for a IFA?
I found Beccy through this web site, I needed to consolidate 8 pensions schemes and review my finances as I am nearing pensionable age.
How did Rebecca Aldridge help you?
She reviewed all of our assets and the individual pension schemes and came up with a well thought out plan for increasing my assets and making it easier to draw down my pensions, when the time comes.
What is your current situation? Have you seen the outcome you were hoping for?
I am now working part-time and looking forward to my retirement and am now confident that we will be able to enjoy it. Beccy has come up with a good plan.
What could they have done better?
We are more than happy with the results of the exercise and have a plan agreed for the next few years.
More...
Rachel
What were the circumstances that caused you to look for a IFA?
I was seeking advice as to whether I should consolidate my pensions, and if my pensions were suitable for needs.
How did Rebecca Aldridge help you?
Rebecca was excellent; she was exceptionally helpful and offered useful, constructive advice.
What is your current situation? Have you seen the outcome you were hoping for?
Rebecca recommended a number of actions to take (all of which I could complete myself); due to this I would happliy recommend her services as she will not try to sell you a service if you don't require it.
What could they have done better?
Entirely happy with the service provided
More...
Amir
What were the circumstances that caused you to look for a IFA?
As someone who is very under-educated in this area, I needed to find an expert for advice.
I found just that in Rebecca.
How did Rebecca Aldridge help you?
Through her patient and intelligent questioning, Rebecca helped me to understand my situation in detail and exactly what I needed to do to move forward. She is very positive, knowledgable and I would recommend her in a heartbeat.
What is your current situation? Have you seen the outcome you were hoping for?
Although I saw Rebecca just yesterday, I already have felt the benefits of her consultancy. I have a plan to move forward and a much clearer vision of my goals and targets.
More...
Roger
What were the circumstances that caused you to look for a IFA?
Management of estate when I am unable to deal direct.
How did Rebecca Aldridge help you?
Initial advise, then proposal for managing a new portfolio and record performance of other portfolios. Option at later date to manage all investments.
What is your current situation? Have you seen the outcome you were hoping for?
Very positive - commencing with initial proposals.
What could they have done better?
No problems, as this adviser listens to our views, then makes proposals. One of the first times this has happened in last 15 years
More...
Ann
What were the circumstances that caused you to look for a IFA?
I have a final salary pension and some buy to let properties.
In addition I am looking to set up my own business.I wanted to know when I could afford to retire, what I needed to do to enable me to retire comfortably and most importantly, was there anything I should know about that was not aware of.
How did Rebecca Aldridge help you?
The starting point was a Financial Planning Health Check. Rather than going straight to the solution, Rebecca asking some extremely searching questions to establish exactly what I wanted from the rest of my life, not just financially, but emotionally too. This lead me to ask myself some soul searching questions. This planning process helped shape what Rebecca then suggested.
What is your current situation? Have you seen the outcome you were hoping for?
Rebecca was in no rush to get to the solution. The outcome now looks better than I could have anticipated as it takes into account what is really important to me.
What could they have done better?
Nothing
More...
Karen
What were the circumstances that caused you to look for a IFA?
Following the sale of business shares I needed advise on how best to invest my funds and make the best possible choices in relation to my future needs.
How did Rebecca Aldridge help you?
Beccy took an holistic view of my situation and was able to help re refine my goals for the future and therefore my needs in financial terms.
What is your current situation? Have you seen the outcome you were hoping for?
I have only worked with Beccy since October 2015 but I have a clear plan against which I can measure.
What could they have done better?
At this stage I don't think there is anything I could identify which would have been better done in a different way
More...
Michelle
What were the circumstances that caused you to look for a IFA?
We needed lots of advice around our current financial situation including savings, insurance and protection.
We needed help forming a short term plan and prioritising what to focus on.
How did Rebecca Aldridge help you?
Hi Rebecca was incredibly helpful and empathetic. She quickly understood our situation and gave us clear, no fuss advice. She was very professional and a real expert.
What is your current situation? Have you seen the outcome you were hoping for?
Yes. Rebecca created a clear focussed plan for us. We're following all her advice and will be going back for more when it's the right time.
What could they have done better?
Nothing. Just perfect.
More...
What do you love most about your job?
Hi, I'm Rebecca Aldridge, the Managing Director and founder of Neon Financial Planning. I am a financial planner, working with clients to organise their money so they have the best chance of meeting their goals. That means I spend a lot of time listening to what people want to achieve and doing all I can to make it happen.
I love my job because I enjoy using my expertise to make a real difference to people's lives.
What inspired you to start your own business?
There's very little professional help available to people who are early or mid career, aged around 30-45. But that's when great advice and planning makes the most difference. I set up Neon to provide sensible, practical advice and coaching to people who need it.
Why should our clients choose you?
I have a deep understanding of financial planning, and particularly lifestyle financial planning, where I can help my clients understand what lifestyle is possible, and where some compromises will need to be made.
I'm also in the same age bracket as my clients, I'm a busy professional with a family. I understand the time-constraints, pressures, desire for a great work/life balance and times of feeling vulnerable. A great financial plan aims to address all of those things.
Holistic financial planning
Investment advice
Retirement and pensions advice
Independent financial advice
Protection advice
Tax planning advice
Life planning advice
IFA services
