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Find Independent Financial Advisors fast with Bark. Whether you need estate planning services, investment advice or help with pensions or mortgages Bark will find the right Pro for you. Fill in your details, then sit back and wait to hear from the professionals. Bark is fast and free.
  • Financial Planning Services
  • Retirement Planning
  • Investment Advice
Neon Financial Planning profile image
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Neon Financial Planning

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 singler 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.

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Hear from
a professional

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.

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How confident are you managing your finances?

Very confident

How old are you?

60 or older

Which service(s) do you require?

Pensions & Annuities

What is your approximate annual income before tax?

£80,000 or more

What is the approximate total value of your cash savings and other investments?

Prefer not to say

In which location(s) would you like to meet the advisor?

At the advisor's office

How confident are you managing your finances?

Somewhat confident

How old are you?

30-49

Which service(s) do you require?

Investment advice, Mortgage advice

What is your approximate annual income before tax?

£30,000 to £49,999

What is the approximate total value of your cash savings and other investments?

£10,000 to £19,999

In which location(s) would you like to meet the advisor?

At my location, At the advisor's office, Internet or phone (no face to face meeting)

How confident are you managing your finances?

Somewhat confident

How old are you?

50-59

Which service(s) do you require?

Equity release, Mortgage advice

What is your approximate annual income before tax?

£80,000 or more

What is the approximate total value of your cash savings and other investments?

Less than £1,000

In which location(s) would you like to meet the advisor?

At the advisor's office

The average price of an Independent Financial Advisor is £600

Region Great Value
Average
Premium
Nationwide
£500
£600
£1,800
London
£500
£600
£1,800
South East England
£500
£500
£1,800

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Reviews

4.95/5.00

based on 5,033 reviews

The average rating for Bark Independent Financial Advisors is 4.95, based on 5,033 reviews.

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