Plan with Neil

37 Saint Ives Road, Coventry CV2 5FY

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5 15

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37 Saint Ives Road, Coventry CV2 5FY, United Kingdom

24 7526 4392

planwithneil.com

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About the Business

Welcome to Plan with Neil, a leading financial establishment located at 37 St Ives Rd, Coventry CV2 5FY, United Kingdom. Our institution is the perfect point of interest for individuals seeking expert financial advice and assistance. Our team of experienced professionals is dedicated to helping our clients take control of their finances, plan for their future, and achieve their financial goals.

At our institution, we offer a variety of financial services that cater to the unique needs and circumstances of each client. Whether you're looking to invest your savings, plan for retirement or build a financial legacy for your loved ones, we have the expertise and resources to help you, every step of the way.

We understand that the world of finance can be complex and overwhelming, which is why we are committed to providing our clients with the most accessible and transparent financial advice possible. We value communication and collaboration, which allow us to build meaningful relationships with our clients, and deliver tailored financial solutions that meet their needs and exceed their expectations.

So, whether you're a young professional looking to start saving for the future or a retiree seeking to maximize your investments, Plan with Neil is the perfect place to start. We invite you to visit us today and discover how we can help you achieve financial freedom and security.

Reviews

Geoff G:

"Neil of "Plan with Neil" provides a great financial adviser service. His way of charging for his services is a little different to most advisers but it seems to be a good way of doing it. Have a look at his web sight to see the details. It is all very clear and straight forward. I'm more than happy to recommend Neil if you are looking for a good financial adviser."

almost 2 years ago

Christine Hall:

"I contacted plan with Neil as my previous IFA'S had gone into liquidation. I required answers regarding my pension that I couldnt find by myself. Neil got the answers for me and I am very happy with the service he provides"

almost 2 years ago

Sharon Hansford:

"Would really recommend working with Neil. He has been efficient, reliable and most of all very knowledgeable. It has been a pleasure to receive his advice tailored to our needs."

almost 2 years ago

George Harwood:

"Had a meeting with Neil to discuss some financial prospects for my family and I in the coming future, he was very friendly, arrived on time, was polite and very knowledgeable in what he does. We spoke about many different options and explored avenues I wouldn't have thought of myself so the meeting was well worth it. Looking forward to growing my capital with him and his company. Thanks Neil"

almost 2 years ago

Kathleen Dunham:

"Neil is a fantastic financial advisor. Personable, knowledgeable and professional. He introduced the financial independence and retire early (FIRE) movement to me which is something I’m now in process of realising. Had it not been for those early conversations, I’m not sure I would’ve come to know such a financially and personally empowering lifestyle option was available to me. If you’re looking for financial advice, I would highly recommend Neil."

almost 2 years ago

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