Welcome to Neligan Financial

You’ve worked hard to build up your wealth and now it is time to use it to support you and your family for the long-term. 

You don’t wish to live a flashy life but you want to know you can afford to maintain your desired lifestyle without money worries.

I am dedicated to ensuring my clients’ financial freedom and financial security by connecting their money to their lives.

With over 15 years’ experience in the profession, I believe 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.

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“We were both impressed with his financial knowledge & professionalism”

As a Chartered Financial Planner (CII), a Certified Financial Planner (IFP) and a Chartered Wealth Manager (CISI), I am in the minority of financial professionals to hold all three of these internationally-recognised and respected accreditations.

This means that I have the technical expertise, practical experience and financial planning skills to ensure you receive the best possible advice, service and support.

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Are you...

Approaching retirement?

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.

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Retiring now?

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.

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Ready to Talk?

If you want to talk to someone who will really listen, enter your details below to arrange a confidential chat.

    Increase your knowledge

    Oyster Time
    Purpose, Retirement

    A recently retired client of mine and I refer to this period of her life as ‘oyster time’.  It’s a period of time just to sit and reflect. In her…

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