Meet Andrew

Director & Chartered Financial Planner

Contact Andrew

andrew@neliganfinancial.co.uk

01392 539 429

Reviews and Ratings for Financial adviser Andrew Neligan, Exeter

Professionally

I grew up in Exeter, leaving when I was eighteen to teach in a school in Cape Town, South Africa. I then attended Aston University and began my career in financial services in 2001.

Initially, I worked as an Account Manager at Standard Life in London before moving to their Surrey office in 2005. In 2008, I joined Informed Choice as a Financial Planner and became their Financial Planning Director.

Nevertheless, Devon remained firmly in my heart. 20 years after leaving, I returned to Exeter in 2016 with my wife Carol, and our son Edward, to set up Neligan Financial. In 2017, I and Carol welcomed our daughter, Holly, into the world.

My commitment to developing my knowledge and expertise, means I am now one of a small group of advisers in the UK to be a Chartered Financial Planner (CII), a Certified Financial Planner (CISI) and a Chartered Fellow (Financial Planning) (CISI).

Personally

In my spare time, I enjoy spending time in Devon’s great outdoors with Carol, Edward and Holly.

I’m an avid sports fan and particularly enjoy football, rugby, running, triathlons and golf.

Importantly

All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find my entry here.

Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). You should be wary of any advisers who refuse to provide copies of their SPS. You can click here to view mine.

Andrew in the spotlight

My proudest moment as a Financial Planner was:

"Establishing Neligan Financial. It had been my ambition to run my own company for a number of years, so taking the leap of faith when we moved back to Devon is something I will always be proud of. "

The three things I love most about my job are:

"Meeting people and growing close relationships, making a difference to the lives of my clients and working in East Devon. I will never tire of the views it provides."

The three qualities that draw me to new people are:

"People who don’t take themselves too seriously, people who are naturally positive and people who are more interested in others than themselves."

My favourite holiday is:

"An exotic beach holiday where my wife and I can spend time lying around reading books, scuba diving and eating great food. However, with two young children, I’m not sure that will be happening for a long time!"

I turn the radio up when they play:

"Anything from the ‘90s, but especially Oasis. It immediately takes me back to my teenage years."

The best gift I’ve ever received is:

"My wife organised a surprise long weekend in New York for my 30th birthday. I had no idea where we were going until we got to the check-in desk."

The three people at my dream dinner party would be:

"David Beckham, David Attenborough and David Brent (there must be something about Davids!). It would make for an interesting dynamic."

The top three things on my bucket list are:

"Swimming with orcas, travelling through North America and seeing a tiger in the wild."

Andrew's associates

EBI Portfolios

EBI Portfolios provide me with evidence-based investment management and supporting resources.

Compliance

The Compliance Department provides support to help me meet my regulatory obligations.

Paraplanning

Principled Paraplanning supports the research and administrative processes and provides a second opinion for complex technical matters,

Administration

Sedulous Administration provides essential administrative support to enable me to do what I do best - look after my clients!