A client contacted me recently with questions about his daughter’s Lifetime ISAs (LISAs), which has inspired me to write this post. His daughter has saved into two LISAs and has…
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 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?
- What’s the best way to draw an income from our pensions and investments?
- What about my partner, parents and children, will they be OK?
I am dedicated to ensuring my clients’ financial freedom and financial security by connecting their money to their lives.
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 don’t have a crystal ball to show you your future, but with my experience and expertise, I can provide the answers to your most important questions and show you what steps you need to take to make sure you and your family will be OK, no matter what.
Ultimately, my job is to think about your money so you don’t have to.
“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.
“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.
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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