I’m delighted and proud to announce that Neligan Financial have been shortlisted in this year’s Exeter Business Awards, sponsored by the Express and Echo magazine. The shortlisting in the Best…
Welcome to Neligan Financial
Our founder and Financial Planner, Andrew Neligan, is dedicated to ensuring his clients’ freedom and financial security by creating highly personalised strategies for their money.
With over 15 years’ experience in the profession, Andrew believes in empowering people to live their ideal lifestyle for the rest of their lives, thereby making them richer in every sense of the word; not just financially.
We are experts
As a Chartered Financial Planner (CII), a Certified Financial Planner (IFP) and a Chartered Wealth Manager (CISI), Andrew is in the minority of financial professionals to hold all three of these internationally-recognised and respected accreditations.
This means that he has the technical expertise, practical experience and financial planning skills to ensure you receive the best possible advice, service and support.
You’re starting to think about the future but might not be ready to retire for another 10 to 15 years. Nevertheless, you want to ensure you reach that point with a thorough strategy already in place.Find out more
Whether you’re ready to stop work completely or transition into retirement by continuing to work on your terms, you want to feel confident and secure in your financial situation.Find out more
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