Neligan Financial

I have had a very positive experience since working with Andrew on my retirement plan. He has provided clear planning advice and has been proactively implementing that plan which has helped me confidently transition into retirement. His communication is very good, timely, clear, informative and relevant. He continues to work with me on the dynamic plan which I find reassuring.

We are incredibly grateful for the support and guidance we’ve received from Andrew. From the outset, he has shown exceptional patience, taking the time to truly understand both myself and my partner, not just our financial situation, but who we are as individuals, our hopes for retirement, and our differing attitudes towards risk. His extensive knowledge of the financial landscape has been evident throughout the process, and he’s always been able to explain complex concepts in a clear and reassuring way. We particularly appreciated the thoughtful and careful way he approached our retirement planning, ensuring that his recommendations were tailored to our shared goals as well as our individual perspectives. It’s been a real comfort to work with someone who listens so attentively and acts with such integrity. We feel much more confident about our financial future knowing we have such a capable and considerate adviser on our side. Thank you Andrew!

Andrew has been extremely helpful in explaining and implementing our options with pension and personal finance. I have no hesitation in recommending him to help anyone to make the right choices for their future financial confidence.

Andrew is a great IFA, not simply in terms of just his financial knowledge, but mostly in terms of listening carefully to clients and gently cajoling them to be honest about retirement expectations and the lifestyle they want from middle age onwards. We like to review the financial model he has worked through with us (and who would say that about financial modelling) and adjusting things as life events inevitably happen. We are very happy to recommend Andrew and have already done so on several occasions.

I needed to check that my early retirement estimates were possible, but have never used a financial adviser for anything like this, so was apprehensive to say the least. I spent a long time looking for a local adviser that sounded like they covered what I needed and the information on Andrew's website seemed a really good match. I found Andrew to be really easy to talk to and someone who listens very carefully. He came up with investments that fit with my ethics and I feel comfortable we're going in the right direction and Andrew will keep me informed all the way. Andrew's communication is excellent. I have all the information I need and know that he will respond to any questions immediately and is available for face-to-face or online meetings when needed.