Welcome to Neligan Financial

You’ve worked hard to build up your wealth and want a plan to use it to support you for the rest of your life, but you don’t where to start.

You aren’t sure if you have enough and don’t want to make decisions you will later regret.

You don’t wish to live a flashy life but you want to make the most of the time you have left, knowing you can afford to maintain your desired lifestyle without money worries.

You have lots of questions about your money and how it relates to your future:

  • Do we have enough?
  • How do we make sure it is working hard enough?
  • What if one of us needs later life care?
  • Are our pensions & investments suitable?
  • What’s the best way to turn our pensions and investments into retirement income?
  • What income can we expect in retirement, and what’s the best way to take it?
  • What about my spouse, will they be OK?

Neligan Financial is a retirement financial planning firm in East Devon helping individuals and couples in their 50s and early 60s plan their transition from work into retirement.

Who I Typically Work With

Typical clients are professionals and business owners in their 50s and early 60s who are within five to ten years of retirement and want to understand whether they can afford to stop working and how to structure their pensions for retirement income. They are often couples who want to ensure their partner will be financial secure when they die.

Most clients come to me when retirement starts to feel real and they want clarity about whether they can afford to stop working, how their pensions will provide income, and what decisions they need to make..

What I Do.

I help clients turn their pensions, investments, and savings into a sustainable retirement income so they can stop worrying about money and focus on the life they want after work. I am dedicated to ensuring my their financial freedom and financial security by helping them make smart financial decisions.

With 20 years of 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. I help you answer your most important financial questions and show you the steps needed to ensure you will be OK

If you are within ten years of retirement and want clarity about your future income, you can find out more about how I can help you by arranging an initial conversation.

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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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“We have someone we can trust”

There are many reasons why people choose to work with me and why they are confident to introduce friends, family and work colleagues.

“Other previous advisers had focused on the money without really looking at what it’s needed for. What could Andrew have done better? He could have come to meetings with champagne and caviar. Apart from that, nothing so far!”

 Alan and Rebecca, Sidmouth, clients since 2017

“Andrew skilfully assessed our resources, expectations and propensity for investment risk. Based on this, he made recommendations and suggested our options for the future. Consequently, I am entering this new phase of my life with confidence.”

 Nick and Jenny, Exmouth, clients since 2017

“This will be a long-term relationship, but I have every confidence that I have made a good choice in selecting Andrew to advise me.”

 Andrew and Debra, Somerset, clients since 2016

“Andrew takes a common sense and personally engaged approach. I was confident that he wanted to produce a sensible, workable plan, and was not simply trying to sell financial products. Approachable and sensible. Excellent to work with.”

 David and Philippa, London, clients since 2010

“Andrew has great listening skills. He has definitely given me peace of mind. I now feel as though my finances are under control and I have a plan which can be reviewed regularly.”

 Selina, Bedfordshire, a client since 2012

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.

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