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Nottingham
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. We are financial planning experts, and we offer our services in a unique way:
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.
Nottingham
Credencis offers bespoke financial planning & management services for your pensions and investments to both individuals and companies throughout the UK. In particular Credencis can offer expert advice on the matter of releasing benefits from your pension plans. Ensuring that you get the correct advice is crucial to the successful management of the fund. As Independent Financial Advisers we can also advise you on specialist areas including Savings and Investments, and all Retirement Planning including SIPP’s, SSAS’s, Pension Transfers, Annuities, and Pension Drawdown.
Mark Vaughan
Brian Flindall has been our financial advisor for many years and his patient, easy helpful attitude and great financial knowledge has saved us countless pounds on mortgage payments and many other services to the extent we have no need to search for other sources of financial help. We recommend him to all our family and friends.
Nottingham
Whole of market mortgage and protection insurance broker DB pension advice and transfers Pensions , investments & savings Wills and estate planning
Nottingham
I have over 30 years experience within regulated Financial Services. RetireInvest Limited is an appointed representative of Quilter Financial Services Limited, who are authorised and regulated by the Financial Conduct Authority. RetireInvest Limited is Registered in England and Wales, No: 09916200. Registered Address: 4 Finkin Street, Grantham, Lincolnshire, NG31 6QZ.
Nottingham
We are a specialist annuity intermediary offering our customers an annuity comparison service. Our hassle-free annuity service enables you to get the most out of your pension savings, which is of paramount importance when deciding which route to take at retirement. We research the whole of the UK annuity market to find if there are annuity rates higher than your current pension provider is offering.
Nottingham
steve baxter
I found Mark very friendly and extremely professional in answering all my questions regarding planning my future finances. He has introduced me to a simple regular savings plan and has helped me set up a private pension plan. This is definitely the start of a long term financial relationship not only for me but all my family too. Finding someone you can trust with your money is a minefield but I can definitely recommend it will grow in the safe hands of Blowfish !!
Nottingham
Established in 2005, Smith Eliot Financial Management is a strong family business, built on strong family values. Values such as respect, honesty and trust. Earning the long-term trust of our clients has been a guiding principle since this firm was established more than 30 years ago. It’s one of the reasons why so many of our original clients still choose us and recommend us to their family and friends.
Martin Whitefoot
I have used Smith Eliot on two occasions now to arrange a mortgage. Charlotte and Craig have been absolutely brilliant. Super responsive, quick and they go above and beyond. I feel like I'm working with friends because they care and put service at the absolute forefront of what they do. I would highly recommend them and will be letting all my friends know how good they are - 10*
Nottingham
David Taylor
Me and my partner have recently taken out a mortgage through Phil and his team. Being self employed we was slightly apprehensive about securing a mortgage, however Phil was incredibly straight talking and honest about what options were available to us. The advice and information we received was incredibly helpful and we will definitely returning for our renewal.
Nottinghamshire
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. We are financial planning experts, and we offer our services in a unique way: 1. Our planning focuses on you. Using our expertise to help you make the most of your money and the most out of life. 2. We deliver our service in a totally digital way. No travel, no traffic, no paper. We always work via video calls to deliver coaching and advice to you in a convenient and efficient way. 3. We charge straightforward flat fees for our expert advice. A full financial plan costs £995 for a single person or £1,495 for a couple. Ongoing planning and coaching advice costs £85 pm for a single person or £125 pm for a couple. If you just need advice about something specific, rather than a full plan, there's a short menu of services and prices to choose from. (i.e. setting up a pension, arranging life insurance, or a coaching session). If you are interested in finding out more about us and how we could help you, please get in touch. You can book a video call straight into our calendar here: https://www.neonfp.com/contact Or try out our free financial plan here: https://www.neonfp.com/free-plan Our sister company is Balance: Wealth Planning and some reviews listed are from clients of that business.
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.
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.
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.
4.80/5.00
based on 66 reviews
The average rating for Bark Financial Advisors in Nottingham is 4.80, based on 66 reviews.
